Recent Episodes
Do you know how to measure the strength of your retirement plan to see if it could weather the storm if there is a downturn in the economy? Financial professionals Joe Anderson and Alan Clopine show you how to stress-test your portfolio and give you...
2020
Are you ready for financial football? Where are you in the game? First and goal in the 4th quarter with no timeouts? Wherever you are, you can get a game plan for a winning season. Financial professionals Joe Anderson and Alan Clopine give you the...
2020
The U.S. Presidential campaigns are full of threats claiming that if one side or the other wins, the market will dip or surge. Does the party of the person who becomes the commander-in-chief really drive the market in one direction or the other? Financial professionals...
2020
More Episodes
Large monetary returns are not the only thing some investors are looking for when they invest in the stock market. Some are looking to drive more money into companies that are environmentally friendly or that are working to have a positive social impact. The megatrend of developing portfolios with a purpose is given a range […]
Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]
The FIRE (Financial Independence, Retire Early) movement is getting a great deal of attention on the financial channels and social media. This movement suggests if you can save the vast majority of the money you make early in your life and invest it aggressively, then you can retire after only working 10 to 15 years! […]
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 charitable distribution or QCD, they’ll guide you through the steps […]
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 executing their financial planning goals. Financial professionals Joe Anderson and […]
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 set number of dollars. Building a dynamic financial plan that […]
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 […]
