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 [...]

Joe Anderson, CFP® and “Big Al” Clopine, CPA share retirement planning strategies by explaining how to create a retirement income, which retirement accounts you should tap into first and where you should pull your money when markets are volatile.

Learn the impact market downturns can have on your retirement account and find out how to create a safe distribution plan during retirement. Later in the show, Joe and Al answer whether the 10% early withdrawal penalty applies to Roth conversions and further discuss Roth IRA strategies and how to reduce taxes in retirement.