ABOUT THE GUESTS
Allison Alley
Allison Alley
ABOUT Allison

With over 12 years of financial experience, Allison Alley is committed to working with clients to help them achieve their retirement, estate, investment and tax planning needs. Prior to joining Pure Financial Advisors, Inc. Allison served as Senior Vice President of a small private wealth management and investment banking firm where she specialized in comprehensive [...]

Nathaniel Ritchison
Nathaniel Ritchison
ABOUT Nathaniel

As a Certified Financial Planner™ professional, Nate through proactive planning and management helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their retirement goals. Since 2002 he has been responsible for leading clients through the wealth management process, which includes guiding clients from goal setting to the creation [...]

ABOUT HOSTS
Joe Anderson
Joseph 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
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 [...]

What you don’t know about taking your Social Security benefits could cost you thousands of dollars. How Social Security Savvy are you? Put your knowledge to the test with financial experts Joe Anderson, Alan Clopine, Allison Alley, and Nate Ritchison.

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SEASON , EPISODE

Keep the Volatile Stock Market From Wiping Out Your Retirement Savings: How To Invest

The sharp ups and downs of a volatile stock market can leave even the most experienced investor feeling a little queasy. The critical choices you make during these key times can have a dramatic impact on the amount of money you have to spend in...

17
JUL
2019
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

Keep the Volatile Stock Market From Wiping Out Your Retirement Savings: Market Volatility

Stock market volatility is normal, but for many investors, a dive in the market can create panic and lead to them to selling off their investments at the worst time possible. Overreacting to a volatile market can wipe out the increases they’ve made in their...

15
JUL
2019
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

Take the Sting Out of Taxes For High Income Earners: Tax Strategies

Are you using the available tools and strategies to reduce your tax bill? Many admit they don’t even know if a donor-advised fund or a SEP IRA are options for their personal tax planning. Financial professionals Joe Anderson and Alan Clopine take a look at...

12
JUL
2019
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

Take the Sting Out of Taxes For High Income Earners: Tax Loss Harvesting

Want to learn how to earn tax-free income in retirement? Taking the sting out of your tax bill can be as easy as using a simple strategy called tax loss harvesting. Financial professionals Joe Anderson and Alan Clopine explain how creating a tax loss can...

10
JUL
2019
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine

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