Recent Episodes
Are you blindly depositing money into your retirement accounts, but have no idea how to make the most of your investments? Financial professionals Joe Anderson and Alan Clopine take you through the steps to reenergize your IRA. From Roth IRA backdoor door conversions to qualified...
2020
Do you know how much your Social Security benefits are expected to be? For many people, Social Security makes up a significant amount of their income in retirement but they don’t factor in how much they expect to receive when they are setting up and...
2020
When people start putting a financial plan together for retirement they often focus on a magical number that represents security to them when they’ve stopped working. But the reality is having financial security in retirement is much more than reaching the goal of saving a...
2020
More Episodes
There are costly investment mistakes you can make that can impact your quality of life in retirement or even delay your ability to retire as soon as you would like. During volatile markets, those mistakes are often amplified. Pure Financial’s top execs, Joe Anderson, Brian Perry, and Alan Clopine share their decades of experience to […]
Congress passed the largest retirement savings reform in more than a decade when they passed the Secure Act also known as the Setting Every Community Up For Retirement Act. Do you know what the Secure Act means for you and your retirement? Financial professionals Joe Anderson and Alan Clopine help you to become Secure Act […]
The gap between the haves and the have-nots continues to widen for retirees in the United States. Survey after survey shows people tend to underestimate how much money they will need in their golden years to maintain their lifestyle. Financial professionals Joe Anderson and Alan Clopine give you the tools to estimate how much money […]
When the markets have large swings – up and down – investors often make mistakes that can jeopardize their entire retirement plan. Financial professionals Joe Anderson and Alan Clopine provide a long-term view of how the markets respond in good and bad times. They also give you the tools you need to take the emotion […]
Not sure how the COVID-19 pandemic will impact your finances and ultimately your retirement lifestyle? Financial professionals Joe Anderson and Alan Clopine address the stress and feelings of concern while providing the tools and strategies to help you get through these uncertain times. From the CARES Act to Coronavirus related distributions, they help to educate […]
How would you like to join the ranks of millionaires? It is one of the social benchmarks in this country to indicate that you have arrived or that you can explore your golden years comfortably. For many people, the only plan for becoming a millionaire is buying a lottery ticket or waiting for a wealthy […]
From remodeling your home to fixing clogged pipes, we’re in an era of DIY or do it yourself mentality. Not everything can be done right by watching a 2-minute instructional video. You don’t get a “re-do” on planning for retirement. Financial professionals Joe Anderson and Alan Clopine give you tips and tools for successful financial […]
For many of us we’ve been planning – conditioning – training ourselves for retirement. What does your retirement plan look like? A fighter taking jabs and hooks at the market? One of the biggest fears and one of the biggest problems that many retirees have is running out of money. A virtual retirement knockout! Financial […]
When the topic of retirement comes up, most people tend to focus on a couple of questions, “When do I retire,” and “how much money will I need?” But determining your retirement vision is just as important. Where do you want to live? How will you spend your time? Do you want to work part-time […]
Does it feel like sometimes you’re playing roulette with your retirement? You may not be able to control outside forces, but you can put a plan in place that will help make your retirement feel more secure. Financial professionals Joe Anderson and Alan Clopine get real about controlling what you can control and help you […]
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 Joe Anderson and Alan Clopine get real about real estate […]
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 aren’t prepared. Financial experts Joe Anderson and Alan Clopine break […]
