ABOUT HOSTS

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 [...]

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 [...]

Find out strategies for creating tax deductions for the end of the year. In this episode, Joe and Al show you the steps to help maximize your charitable giving to ensure you’re receiving the tax deductions you’re entitled to. Find out how to reduce, or even avoid capital gains tax and learn about charitable gift annuities where you can create tax deductions annually and have the charity give you monthly payments for life! It’s all right here on Your Money, Your Wealth.