ABOUT THE GUESTS

Brian Perry
ABOUT Brian

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, 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 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

Alan Clopine
ABOUT Alan

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 [...]

Do you know how to stay on track with your financial planning when life takes some unexpected turns? People make some of their biggest financial mistakes when the markets become volatile. Financial professional Brian Perry discusses how to avoid retirement roulette by setting up your portfolio to weather a downturn in the market and talks about how to reduce your risks. The managing director for Pure Financial Advisors discusses the biggest mistakes that investors make with their portfolios and talks about how to avoid those mistakes by controlling what you can control from taxes to fees.

Click here to watch the full Retirement Roulette: Don’t Leave Your Retirement Up To Chance episode