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 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement account doesn’t mean you are maximizing the full potential of your investments. Financial professionals Joe Anderson and Alan Clopine take a look at guidelines for determining if your portfolio is optimized to produce the best results for you at any age. From your account balances to your asset allocation they give you guidance to help determine if you are on track.

Important Points:

(0:00) – Intro

(1:40) –Does your portfolio reflect you?

(2:50) – Retirement account balance by age

(4:00) – Target contribution rate

(7:20) – Dollar cost averaging

(9:00) – Cash in portfolio

(10:40) – Asset allocation in bonds by age

(12:40) – Asset allocation in stocks by age

(15:00) – Asset allocation investments by age

(18:20) – Reassess & Rebalance 20/30’s

(19:20) – Reassess & Rebalance 40/50’s

(20:40) – Reassess & Rebalance 60/70’s

(21:50) – Ask the Experts

Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”