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 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”