ABOUT HOSTS
Joe Anderson
Joseph Anderson
ABOUT Joseph

As CEO, 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 named one of Inc. Magazine’s 2026 Best Workplaces, ranked #27 out of 50 [...]

Alan Clopine
Alan Clopine
ABOUT Alan

Alan Clopine is the Your Money, Your Wealth® Podcast Co-Host at Pure Financial Advisors, LLC (Pure). He has served as an executive leader at the Company for over a decade, including as CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the [...]

A successful retirement lifestyle plan includes a successful financial plan. Knowing you have the money to enjoy your retirement years can buy some much-needed peace of mind for you. Financial professionals Joe Anderson and Alan Clopine ask the essential questions to know if you have enough money to retire or to see if you need to work longer. If you fall short of your financial goals, they’ll give you the tools to catch up.

Click here to watch the full Successful Retirement Lifestyle Planning episode
SEASON , EPISODE

Ask the Experts: How much to allocate in ESG funds?

To keep my portfolio diversified, what percentage of my portfolio should I allocate to ESG funds? – Cynthia, San Marcos Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.” 

24
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

True or False: ESG Only Applies to Industry Companies

ESG is only applicable to certain companies, such as those in the energy, manufacturing and mining industries: true or false? Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.” 

23
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

ESG Investing Risk Vs. Return

Portfolios With A Purpose: Risk vs Return: It Isn’t One-Size-Fits-All Tricky to Select Your Issues No Reporting Requirement (Rely on Self-Reported Data) ESG Funds Can Have Higher Fees Performance Isn’t Guaranteed Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful...

22
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
SEASON , EPISODE

ESG Investing Pros & Cons

ESG investing can be a bit complicated. Almost everyone has a different idea on which companies are being socially responsible and which companies are not. Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing   Make sure to subscribe to our channel for more helpful tips and the latest episodes of...

21
OCT
2021
Joseph Anderson
Joe Anderson
Alan Clopine
Alan Clopine
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