ABOUT HOSTS
Joe Anderson
Joseph Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

From your tax bill to your children’s college loans, there are a number of factors that impact how much money you will have in retirement. Your financial bottom line will inevitably impact the type of lifestyle you can afford. Financial professionals Joe Anderson and Alan Clopine answer questions about the impact of the new tax code on your tax bill and address whether you should help your children or their kids fund their college career.

Click here for the full Successful Retirement Lifestyle Planning episode. 

 
SEASON , EPISODE

Ask the Experts: How much to allocate in ESG funds?

To keep my portfolio diversified, what percentage of my portfolio should I allocate to ESG funds? – Cynthia, San Marcos Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.” 

24
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

True or False: ESG Only Applies to Industry Companies

ESG is only applicable to certain companies, such as those in the energy, manufacturing and mining industries: true or false? Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.” 

23
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

ESG Investing Risk Vs. Return

Portfolios With A Purpose: Risk vs Return: It Isn’t One-Size-Fits-All Tricky to Select Your Issues No Reporting Requirement (Rely on Self-Reported Data) ESG Funds Can Have Higher Fees Performance Isn’t Guaranteed Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful...

22
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

ESG Investing Pros & Cons

ESG investing can be a bit complicated. Almost everyone has a different idea on which companies are being socially responsible and which companies are not. Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful tips and the latest episodes of...

21
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
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