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

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 [...]

Joe and Al cover key retirement planning strategies for people in their 60’s.  Find out when you can retire, learn how and when you should claim Social Security and create a better risk management plan by viewing different health insurance options.

0:09 “One of the things that you absolutely need to figure out is what is the retirement date?  It’s not this arbitrary number; you want to make sure you have enough capital to maintain a lifestyle long-term”

0:26 “Believe it or not there’s over 500 ways to collect Social Security if you’re married”

0:48 “For people who can afford to wait, wait on your Social Security, you can wait as long as age 70 when you’ll get the maximum amount possible on Social Security, and that lasts the rest of your life and it’s indexed for inflation”

1:06 “A couple of other things you want to make sure you consider are healthcare costs (which are on the rise) and then making sure that you’re having fun in your overall retirement”