ABOUT THE GUESTS

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 [...]

ABOUT HOSTS

Joe 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 [...]

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.”