ABOUT THE GUESTS

David Cook
ABOUT David

David Cook is a Senior 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 seen in many generations, David [...]

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 [...]

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”