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

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 [...]

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”