Peter Keller

Peter Keller is a Senior Financial Advisor with over 22 years of experience in estate, investment, and tax planning strategies. Peter is committed to providing clients with unbiased, comprehensive, and holistic solutions to their financial planning needs. Prior to joining Pure Financial Advisors, Peter worked for a large Broker-Dealer in the Financial Planning Group where [...]


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 [...]

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 down what you need to be doing to save for retirement with their 365-day countdown to retirement.

Special guest, Peter Keller, CFP®, AIF® from Pure Financial Advisors, explains what you can control when it comes to investing and what elements should you look at when creating your retirement action plan.

Important Points:

(00:43) – What are Your Retirement Savings?

(01:44) – How Much Do You Need to Save to Retire?

(02:45) – Things to Consider Before Retirement: Assess Your Readiness, Develop an Action Plan, Work Your Plan

(03:30) – Retirement Savings Targets

(05:28) – Spending in Retirement: Breaking Down Your Expenses

(07:15) – Retirement Income Sources

(08:55) – Retirement Calculator – Download Here.

(11:10) – Retire with Confidence: Write Out Your Action Plan for Retirement

(12:05) – Retirement Investing

(14:00) – Key Elements That Should Be in Your Retirement Action Plan: Financial Considerations, Timing, Non-Financial Considerations

(15:46) – Ways to Increase Income in Retirement: Working Longer, Delaying Social Security, Working Part-Time, Downsizing Your Home

(18:53) – Paying for Life Insurance into Retirement

(19:47) – Roth IRA Contributions

(21:27) – Countdown to Retirement

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