ABOUT THE GUESTS

David Cook
ABOUT David

David Cook is a Senior Financial Advisor for Pure Financial Advisors. David uses his deep knowledge of financial markets and planning strategies, along with his passion for helping people, to assist his clients in achieving success and comfort in their financial lives. While working with clients to navigate some of the most difficult financial landscapes [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, 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 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

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 3% rate of inflation, you have to earn 4.75 just to be even”

1:27 “The first step is really understanding the nature of the risk you’re willing to take, second is the asset allocation model”

1:42 “The result of a really good asset allocation is diversification”

2:39 “It becomes critical to understand and control the cost of your investments”

4:03 “We are taxed in everything we do, and if you could save just a little bit that’s going to put extra dollars in your pocket”

4:42 “Markets are at an all-time high, we are seeing some volatility, you want to make sure you follow these simple steps to have a successful retirement”