ABOUT HOSTS

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

No one likes to think about life after they are gone, but it can you give some valuable peace of mind to know that your loved ones are taken care of after your days on this planet have ended. We asked financial professionals Joe Anderson and Alan Clopine how to utilize a stretch IRA and survivor benefits to make sure your savings and benefits can be maximized once you pass away.

Click here to watch the full Charitable Giving That Gives Back episode.