ABOUT HOSTS

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 [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

I’m getting married this year. My fiance wants to convert a large portion of her traditional IRA to a Roth before we get married. Will we be taxed at her lower income rate or at mine?  – Tom, Scripps Ranch

Watch the full episode, Bridging the Retirement Gap at Any Age

Download the Retirement Readiness Guide

Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”