ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson 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 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

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 [...]

When most people think of preparing for retirement their thoughts turn to financial planning rather than lifestyle planning. But many retirees report that adapting to a new retirement lifestyle after having the structure of a job and caring for their family as being particularly difficult. Financial professionals Joe Anderson and Alan Clopine pose important questions you should ask before you retire to make sure you are ready to leave the 9-to-5 behind and move on to a new chapter in your life.

Click here to watch the full Successful Retirement Lifestyle Planning episode