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

Alan Clopine is the CEO & CFO of Pure Financial Advisors. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

Ever feel like your investments aren’t working for you? Maybe they’ve been sitting around for so long you don’t even know what is in your current portfolio. If you want to make sure your investments are positioned to help you meet your financial goals, this show is for you.

Financial experts Joe Anderson and Alan Clopine take you through investor boot camp to get your investments in shape. From basic training to advanced strategies you’ll learn about strategies to make your money work better for you.

Important Points:

(1:24) – Investor vs Investment Performance

(2:45) – Getting Your Investments in Shape

(3:25) – Investment Choices: Stocks, Bonds, Real Estate and Natural Resources

(4:14) – How to Hold Your Investments

(4:50) – Different Types of Investors

(6:56) – Risk Tolerance and Risk Capacity

(9:43) – Investor Biases

(10:50) – Loss vs Gain

(13:40) – How Much to Have in Stocks vs Bonds

(15:06) – Asset Allocation vs Asset Location

(16:05) – Portfolio Drift

(18:50) – Tax Efficiency

(19:26) – Tax-Free, Taxable and Tax-Deferred Accounts

(21:20) – The Tax Efficiency Scale

(22:33) – What Age to Start Financial Planning

(23:47) – Social Security Penalty for Not Working

(24:59) – Pure Takeaway

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