ABOUT THE GUESTS

Brian Perry
ABOUT Brian

Brian has been actively involved in the financial markets for more than 20 years, and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals. Prior to [...]

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 [...]

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