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 [...]

Nothing like a world-wide pandemic to get you ready for a Financial Fresh Start in the new calendar year. While 2020, certainly came with challenges, it also highlighted how important having a plan in place is for your sense of security now and into the future. Financial professionals Joe Anderson and Alan Clopine provide the tools to empower you to make a fresh start with your goals, savings accounts as well as your emergency and retirement funds starting today. From fine-tuning your portfolio to minimizing your tax exposure, you’ll learn how to get your finances back on track for 2021.

Important Points:
(01:13) – Financial Stress

(01:50) – Financial Fresh Start

  • Re-Access Your Goals
  • Get Your Financial House In Order
  • Selecting and Fine-Tuning your Investments
  • Minimize Your Tax Exposure

(03:36) – Common Financial Goals

(04:48) – Getting Your Financial House In Order

(06:00) – Savings Goal by Category Example

(06:44) – Automate Your Savings Goals

(08:45) – How Much You Can Contribute to an IRA and 401(k) in 2021

(11:12) – Top of the 12% Tax Bracket for 2021

(13:03) – Investing Your Retirement Accounts

(16:40) – Common Investor Mistakes

(20:10) – Tax Strategies for 2021

(24:07) – Ask the Experts

(25:17) – Pure Takeaway: Getting a Financial Fresh Start

  • Revisit and Update Your Financial Goals
  • Get Your Financial House In Order
  • Investments Tailored to Your Goals
  • Strategies to Reduce Income Taxes

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