ABOUT THE GUESTS

Brian Perry
ABOUT Brian

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]

ABOUT HOSTS

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

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 153 out of 715 RIA’s nationwide by total assets under management by [...]

There are costly investment mistakes you can make that can impact your quality of life in retirement or even delay your ability to retire as soon as you would like. During volatile markets, those mistakes are often amplified. Pure Financial’s top execs, Joe Anderson, Brian Perry, and Alan Clopine share their decades of experience to steer you clear of those mistakes at every stage of life.

Important Points:
(00:42) – Costliest Investment Mistakes

(01:24) – Stock Investments vs. Stock Investors

(02:30) – Avoid the Costliest Investing Mistakes:

  • Procrastination
  • Investing Without a Plan
  • Failing to Diversity
  • Emotional Investing Mistakes
  • Not Controlling Fees & Taxes

(03:25) – Retirement Savings Accumulation at Age 65

(05:11) – Monthly Savings to be a Millionaire

(06:34) – Stopping & Restarting Retirement Savings to Age 65

(09:16) – Habits of Planners vs. Non-Planners

(10:23) – Investing Mistakes

(11:36) – Failing to Diversify

(12:39) – International Investing

(19:00) – Impact of Higher Internal Fund Fees

(20:34) – Reducing Income Taxes in Your Portfolio

(22:07) – Ask the Experts

(23:33) – Pure Takeaway: How to Avoid the Costliest Investing Mistakes:

  • Invest Early and Regularly
  • Create a Financial Plan to Guide You
  • Select Investments to Achieve Your Plan
  • Don’t Make Emotional Investing Decisions
  • Pay Attention to Fees & Taxes

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