Allison Alley
ABOUT Allison

Since 2003 Allison Alley has been committed to working with clients to help them achieve their retirement, estate, investment, and tax planning needs. Prior to joining Pure Financial Advisors, Allison served as Senior Vice President of a small private wealth management and investment banking firm where she specialized in comprehensive wealth planning to address the [...]


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 [...]

Allison Alley, CFP® joins Joe Anderson to discuss some retirement planning strategies that people often overlook. Learn why it’s important to take emotion out of investing and stick to a plan.

Important Points:

0:45 “What are some of the strategies that you’re helping your clients with?”

0:49 “Focus on doing your best to take the emotion out of it…be patient and don’t have those knee-jerk reactions to the daily fluctuations in the market.”

1:50 “You don’t want to take on more risk than is absolutely necessary.”

2:09 “The best investment for me might be the worst investment for you.”

2:16 “Because there is no perfect investment, that’s why you really have to focus on what your goals are. If you only need a certain amount of income, then there’s no need to shoot for the stars because you could see a really big downturn that you might not be able to afford.”

3:46 “Get a plan, stick to it so you have the best chance possible of achieving those goals.”