ABOUT HOSTS
Joe Anderson
Joseph 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
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 [...]

Are you a do-it-yourselfer or a DIY retirement planner? Planning for your retirement is likely the most important planning you will ever undertake in your life. The high stakes choices don’t often allow for a second chance. So if you plan to do it yourself there are critical mistakes you need to avoid. Financial professionals Joe Anderson and Alan Clopine take you through some DIY retirement planning mistakes and tell you how to make the most of your retirement savings.

Click here to watch the full DIY Planning For Retirement 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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