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 shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of the firm while Michael’s focus is on expansion and hiring. Alan joined the firm about one year after it was [...]

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

Charitable Giving That Gives Back: Bunching

Can bunching impact how much money you owe Uncle Sam? New tax laws could reduce the amount of a tax deduction you receive for your charitable giving this year. Financial professionals Joe Anderson and Alan Clopine give you strategies to make the most of the...

19
APR
2019
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

Charitable Giving That Gives Back: Appreciated Stocks & Charitable Trusts

Your stock portfolio can help improve your bottom-line on tax day. Financial professionals Joe Anderson and Alan Clopine break down charitable giving strategies. Learn how appreciated stock can benefit a charity close to your heart and help ease your tax burden. They also explain the...

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

Charitable Giving That Gives Back: Donor Advised Funds

Looking for ways to decrease your tax bill while helping charities you have a heart to help? Financial professionals Joe Anderson and Alan Clopine discuss charitable giving strategies including the benefits of donor-advised funds. Transcript: Joe: Now, what a donor-advised fund is it allows you...

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

Navigating Taxes In Retirement: Tax Diversification

What do you think your biggest expense in retirement will be? Housing, food or maybe Healthcare? Your biggest expense will likely be your taxes. Financial expert Joe Anderson breaks down ways you can navigate around paying more taxes during your golden years. Want more information?...

02
OCT
2017
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine

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