ABOUT THE GUESTS

Brian Perry
ABOUT Brian

Brian has been actively involved in the financial markets for more than 20 years and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals. Prior to [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

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

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