ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO, Joe Anderson, CFP®, AIF®, 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 named one of Inc. Magazine’s 2026 Best Workplaces, ranked #27 out of 50 [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the Your Money, Your Wealth® Podcast Co-Host at Pure Financial Advisors, LLC (Pure). He has served as an executive leader at the Company for over a decade, including as CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the [...]

One of the smartest money moves you can make is to invest in a Roth IRA, but the majority of employees don’t have one. Follow the rules and your retirement savings will grow absolutely tax-free! Ignore the rules and you can be subject to costly taxes and penalties. Joe and Al discuss how to get the most out of your Roth IRA touching on:

  1. Roth 101 Basics
  2. Retirement Contribution Strategies
  3. Roth Conversion Strategies
  4. Advanced Techniques

From Roth Contributions to Roth Conversions, learn some of the rules and best strategies to help you get the most out of your Roth IRA.

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