More Short Episodes
Smart investing can be tricky, especially for those transitioning into retirement. How should your investing approach change and what are some important factors to keep in mind? Joe and Al give you four tips for creating a disciplined investing approach : 1) Save on a regular basis 2) Invest in stocks and bonds 3) Use low-cost funds […]
Joe and Al cover key retirement planning strategies for people in their 60’s. Find out when you can retire, learn how and when you should claim Social Security and create a better risk management plan by viewing different health insurance options. 0:09 “One of the things that you absolutely need to figure out is what […]
CFP® and Senior Financial Planner at Pure Financial, Matt Horsley, sits down with Joe Anderson to talk investing. Find out the difference between the two main approaches to investing and the pros and cons of each. Should you take a gamble with a more conventional approach or maintain a disciplined, institutional approach? Joe and Matt […]
Joe and Big Al go over four different ways to invest: individual positions, retail mutual funds, index funds, ETFs and evidence-based institutional funds. 0:20 “When you get into the asset classes, a way you could invest is that you could have individual stocks” 0:32 “Retail mutual funds would be the next way to go, and […]
Senior Financial Planner at Pure Financial, David Cook stops by the show to discuss important considerations to make when it comes to your investments. Learn the importance of diversification, controlling risk, and find out how to reduce your portfolio fees. 0:50 “If you are, say in the 25% tax bracket right now and you assume a […]
Rebalancing your portfolio is essential to maintain the level of risk you want to take in your portfolio. Joe Anderson, CFP® and “Big Al” Clopine show quick steps to help you rebalance your portfolio.