ABOUT HOSTS

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
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

The Baby Boomer generation is the largest cohort of all time, with 10,000 individuals turning 65 every single day1. There has never been a more important time to understand retirement planning than right now, especially since the realm of retirement is changing with the aging population. Low interest rates, a more volatile market and rising healthcare costs are just some of the reasons why we need to reconsider retirement solutions.


 

0:40 “We are living a lot longer…which means our money has to last that much longer”

1:04 “Eighteen trillion dollars in debt is a problem; we know that taxes will probably go up at some point”

1:29 “Healthcare costs are the unknown variable costs in many people’s retirement plans that can dramatically decrease the size of your retirement nest egg”

1:40 “Seven out of ten people over the age of 65 will need long term care”

2:01 “How much money should you sock away to meet your healthcare needs?”

2:04 “The average 65 year old couple has a 50% chance that $163,000 is enough”

 

1 Source: AARP