Joe 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 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

Alan Clopine

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 [...]

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”