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 [...]

Have the years raced by without saving for retirement being a priority? You are in good company. Financial professionals Joe Anderson and Alan Clopine give you tips to fast track your retirement after 40. Planning for your retirement takes a different approach when you haven’t focused on it until the time horizon for retirement isn’t that far off in the distance. From putting a plan in place, keeping more of what you make to making sure you don’t derail your retirement, this segment is a must-see for anyone falling short of their savings goals.

Important Points:

(0:00) – Intro

(1:50) – Retirement Goals Employees Want

(2:30) – Fast Track Your Retirement After 40

(4:00) – Action Plan

(5:40) – Determine Spending

(7:50) – Monthly Plan to 500k

(9:00) – Retirement Accounts

(12:20) – Delay Retirement

(13:10) – Keep Working

(15:50) – Patience Pays

(19:20) – Avoid Raiding the Account

(20:40) – Are you giving it to Adult Children?

(21:40) – Ask the Experts

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