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 [...]

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 you about the options that are uniquely available now.

Important Points:

(00:47) – COVID-19 Economy: Market Sentiment

(01:24) – USA’s Biggest COVID-19 Worries

(02:09) – COVID-19 Financial Action Plan:

  • Review your Current Portfolio
  • CARES Act Tax Opportunities
  • Creating a Financial Plan

(03:24) – What to Consider When Reviewing Your Portfolio

(05:55) – How to Calculate Your Required Rate of Return

(09:31) – Benefits of a Coronavirus Related Distribution

(11:47) – How to qualify for a Coronavirus Related Distribution

(13:11) – Figuring out your tax bracket

(14:19) – Tax planning

(15:56) – The CARES Act

(18:12) – Claiming Social Security Benefits

(19:58) – Elements of a Financial Plan

(22:20) – Ask the Experts

(24:10) – Pure Takeaway: Coronavirus & Retirement

  • Review your portfolio
  • Provisions of the CARES Act
  • Elements of a financial plan

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