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 shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of the firm while Michael’s focus is on expansion and hiring. Alan joined the firm about one year after it was [...]

When you buy a home, people often remind you it could be the biggest investment you will ever make. But should you use that investment to help fund your retirement? What about rental properties? How can you maximize their potential for your retirement?

Financial experts Joe Anderson and Alan Clopine get real about real estate and guide you through the options for making the most of your real estate in retirement.


Important Points:

(00:51) – Home Ownership

(01:11) – Home Equity and Net Worth

(01:52) – Getting Real About Real Estate: Maximizing Home Equity, Rental Properties, Owning Real Estate in an IRA

(02:50) – Examining Real Estate as an Asset Class: Creating Cash and Reducing Expenses

(03:21) – Reduce Retirement Expenses: Downsizing Your Home

(05:18) – Real Estate Taxes: Gain Exclusion on Sale of Principal Residence

(05:55) – Types of Reverse Mortgages

(06:53) – How to Qualify for a Reverse Mortgage

(07:25) – 10 Tips for Real Estate Investors: Download Guide Here

(08:18) – Property Taxes with Reverse Mortgage

(09:09) – Investment Properties

(10:15) – Cash on Cash: Rental Income and Expenses

(14:32) – Selling Rental Real Estate

(18:34) – Issues with Buying Real Estate in an IRA

(23:15) – Educational Accounts vs Investment Accounts

(23:48) – Passing Real Estate to Children and Avoiding Excessive Taxes

(24:40) – Pure Takeaway

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