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 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Find out the three key ways to tap your home equity in retirement. CPA Al Clopine points out the benefits of downsizing your home, considering a reverse mortgage, and the importance of an emergency fund.


0:18 “By [downsizing your home] you can reduce your mortgage and potentially end up with more cash in your pocket to invest and create more income”

0:34 “Who should consider a reverse mortgage and who shouldn’t?”

0:44 “[Emergency fund] is kind of like plan B if you will, in other words only accessing it if you need to with long term care or some kind of health event”