Recent Short Episodes
The sharp ups and downs of a volatile stock market can leave even the most experienced investor feeling a little queasy. The critical choices you make during these key times can have a dramatic impact on the amount of money you have to spend in...
Stock market volatility is normal, but for many investors, a dive in the market can create panic and lead to them to selling off their investments at the worst time possible. Overreacting to a volatile market can wipe out the increases they’ve made in their...
Are you using the available tools and strategies to reduce your tax bill? Many admit they don’t even know if a donor-advised fund or a SEP IRA are options for their personal tax planning. Financial professionals Joe Anderson and Alan Clopine take a look at...
More Short Episodes
Want to learn how to earn tax-free income in retirement? Taking the sting out of your tax bill can be as easy as using a simple strategy called tax loss harvesting. Financial professionals Joe Anderson and Alan Clopine explain how creating a tax loss can actually increase your bottom line. Click here to watch the […]
Want to take the sting out of your tax bill? Real estate can be a valuable investment tool and a mechanism for lowering the amount of taxes you pay. Trying to decide if a 1031 exchange or a charitable trust is the best tool for you to use can be overwhelming and confusing. Financial professionals […]
Baby boomers are reinventing what it means to be retired. Today retirement is often about keeping active, emotional fulfillment and more and more about working in a new Gig Economy. Whether you’re looking to supplement your income or just want a job to keep your stimulated, financial professionals Joe Anderson and Alan Clopine break down […]
Thinking of starting your own business after you retire? It is a growing trend in this Gig Economy. More retirees are getting a side job or starting the business of their dreams. Financial professionals Joe Anderson and Alan Clopine discuss what you need to know about limiting your tax exposure when you get a side […]
Starting your own business in retirement can mean having retirement plans available to you that were not available before you joined the Gig Economy. Financial professionals Joe Anderson and Alan Clopine explain the tax benefits from various retirement plans ranging from a defined benefit plan to a SEP IRA. Click here to watch the full […]
Wanna be a millionaire? Pure Financial Advisors’ professionals Joe Anderson and Jake Greenberg put their expertise to the test to see who can win the Millionaire Showdown. Pure Financial Advisors’ CEO and CFO Alan Clopine does his best to stump the duo with questions ranging from the expected rate of returns on investments to how […]
For many becoming a millionaire is one of the financial benchmarks that indicate that you have arrived in life. Do you have any idea what it would take for you to become a millionaire? Financial professionals Joe Anderson and Alan Clopine explore ways to save and strategies that can help you grow your retirement funds […]
Even if you’ve procrastinated and haven’t saved much money for your retirement, you can still become a millionaire. It will take discipline and planning but it can be done without a winning lottery ticket. Financial professionals Joe Anderson and Alan Clopine give you monthly savings goals and tax strategies that can help you become one […]
DIY or do-it-yourself retirement planning can often lead to big mistakes that diminish your retirement savings. Financial professionals Joe Anderson and Matthew Horsley explore DIY market mistakes and how to avoid them. From proper asset allocation to timing the market, they’ll show you the pitfalls that investors often make when they don’t have a disciplined […]