ABOUT HOSTS

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 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Joe sits down with Dr. Steven Sass from the Center for Retirement Research at Boston College to discuss the pros and cons of using a reverse mortgage.

Download Dr. Steven Sass’ booklet on reverse mortgages, “Using Your House for Income in Retirement” 


0:55 “Reverse mortgage is where you can access a chunk of the equity you have in your home”

1:20 “A lot of households are going to be hitting retirement and they’re going to be surprised with how little they have to maintain their standard of living”

2:00 “Who do you think are the best candidates [for a reverse mortgage] and why?”

2:27 “You’re also required for a reverse mortgage to have an approved council”