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 [...]

Generally, you should plan to have a sustainable withdrawal rate – 4% is a good place to start, but it could be a little higher if you plan to retire near 70, or it should be lower if you plan to retire near 60. Sometimes it’s good to have a dynamic withdrawal plan based upon market conditions. For example, if the stock market is having a good year, you may be able to withdraw more than 4%. Likewise, in a falling market you may want to withdraw less than 4% to better preserve your portfolio.

Watch the full episode, Protecting Your Retirement Income

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