Brian Perry

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]


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 [...]

Are you ready for financial football? Where are you in the game? First and goal in the 4th quarter with no timeouts? Wherever you are, you can get a game plan for a winning season. Financial professionals Joe Anderson and Alan Clopine give you the tools to put a successful game plan in place that can be built on year after year. Special guest, Brian Perry, from Pure Financial gives you essential tips to keep you from fumbling the ball.


Important Points:
(00:40) – Achieve Your Goals – Create a Game Plan

(01:27) – Financial Football

  • Get In The Game
  • X”s & O’s: Plays to Advance the Ball
  • Game Changers
  • Winning the Game

(03:05) – Get In The Game

  • Create A Game Plan
  • Write Down Your Goals
  • Monitor & Adjust as Necessary
  • DIY or Find a Coach

(04:00) – Increase Your Chances of Obtaining a Goal

(04:33) – Savings

  • Automate Your Savings
  • Get Employer Match (if available)
  • Increase Savings Annually
  • Determine Where to Save

(05:31) – Compound Interest

(06:49) – Savings By Age

(09:35) – Control What You Can Control

(10:22) – Prudent Investment Strategies in Retirement

(11:20) – Investment Strategies

(18:02) – Hail Mary Strategies

(22:03) – Ask the Experts

(24:51) – Pure Takeaway: Financial Football: Get a Touchdown

  • Get A Game Plan
  • Set Specific Goals
  • Make Saving a Habit Not A Goal
  • Invest Wisely
  • Course Correct When Behind

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