Recent Episodes
When you buy a home, people often remind you it could be the biggest investment you will ever make. But should you use that investment to help fund your retirement? What about rental properties? How can you maximize their potential for your retirement? Financial experts...
2019
Retirement can be an exciting time in someone’s life, but are you financially ready to retire? Do you have enough money saved up to quit your job and retire? When it comes to knowing how much money is needed to retire, far too many people...
2018
Do you have a written retirement plan? Most people (if they are honest) say no. But even if you have a well thought out plan, are you aware of the factors that threaten to reduce your income in retirement? From poor planning to bad investments,...
2018
More Episodes
Does just thinking of your taxes give you butterflies in your stomach? You’re not alone. Feeling powerless and not having a strategy to reduce your taxes may cause you to completely ignore tax planning. Whether you are having a good year, recovering from loses or just working to stay the course; financial experts Joe Anderson […]
You’ve saved for retirement for years with tools like 401(k)s, IRAs, other investments, and rental properties. Now you need an income stream for life. How do you go about it? You may need to create income to support your lifestyle for 25 years or more. Financial experts Joe Anderson and Alan Clopine give you strategies […]
Do you have some extra money this holiday season and want to give to charity? What if you could make that gift stretch a little further and ease your tax burden? Financial experts Joe Anderson and Alan Clopine breakdown different strategies to help make giving to charity a little easier. From analyzing your overall needs […]
Ever feel like your investments aren’t working for you? Maybe they’ve been sitting around for so long you don’t even know what is in your current portfolio. If you want to make sure your investments are positioned to help you meet your financial goals, this show is for you. Financial experts Joe Anderson and Alan […]
These days, if you watch the stock market hour by hour you might get motion sickness from all the ups and downs. These are dangerous times for the average investor. When the market is volatile, many individual investors make big mistakes either driven by their emotions or misinformation. Financial experts Joe Anderson and Alan Clopine […]
How would you like to pay less in taxes? Chances are you are missing out on tax strategies that could save you tens of thousands of dollars especially if you are a high-income earner. The IRS qualifies high-income earners as a couple who makes an adjusted gross income of $196,000 ($133,000 for singles) or more. […]
In the new economy, many people aren’t transitioning to a life of leisure in retirement but rather they are transitioning into owning their own business. According to the Betterment 2018 Report, 49% of workers 55 years old and older are saving for retirement with a side job. The Gig (side job) Economy is opening up […]
Pure Financial’s experts have educated you on the importance of having an IRA and given you some basic tools and strategies that you can put in place to help get the best results from your retirement accounts. But on this show, Joe Anderson and Alan Clopine take you to a whole new level to help […]
Do you have enough money in your IRA to retire without worrying about how you will pay the bills once you get your gold watch? According to the Employee Benefits Research Institute, most Americans (65%) are confident they have enough money for retirement, but when you take a close look at the numbers most people […]
In putting together a finical plan for retirement, it is critical to understand what risks can help grow your retirement funds and which ones can derail your financial plan. The last thing you want in retirement is to be forced back into going to work. Pure Financial Advisors’ experts Joe Anderson and Alan Clopine explore […]
The numbers are staggering. Each day, 10,000 people are reaching retirement age and becoming eligible for social security benefits. The vast majority of those people have no idea how to maximize their benefits. Financial experts Joe Anderson and Alan Clopine draw on their decades of experience to highlight Social Security secrets that could help put […]
New tax reform comes with the promise of lower taxes while it also eliminates key deductions. Will you benefit from the Tax Cuts and Jobs Act? Will it impact your retirement? Financial experts Joe Anderson, CFP® and Alan Clopine, CPA explore new strategies that can be used to significantly reduce your tax liability before and […]
