ABOUT THE GUESTS

Peter Keller
ABOUT Peter

Peter Keller is a Financial Planner 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 he [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

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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