ABOUT HOSTS

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
ABOUT Alan

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 [...]

22% of people would rather die than run out of money. Don’t let that be a factor. Learn the biggest retirement concerns and how you can avoid them. In this episode, Joe and AL discuss safe investment strategies to grow your wealth during retirement, tax implications of pulling money out of your IRA early and how to avoid the 10% penalty if you do.

Later in the show, your hosts are asked whether it’s a smart strategy to pull money from your IRA to help pay for your child’s home. Stay tuned-in towards the end of the show to learn strategies for catching-up with retirement savings if you’re a late starter. See how much you can accumulate if you start saving at different ages and get inspired to focus more time on your financial well-being. It’s your money and it’s your wealth.