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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

Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.” 

About the Hosts

Joe Anderson

President

CFP®, AIF®

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...

Alan Clopine

CEO & CFO

CPA, AIF®

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...