ABOUT THE GUESTS

Brian Perry
ABOUT Brian

Brian has been actively involved in the financial markets for more than 20 years and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals. Prior to [...]

ABOUT HOSTS

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 [...]

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 [...]

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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