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 [...]

This year, 96% of companies raised their compensation1 to their employees, generating a higher income for millions of people, but also resulting in higher income taxes. Joe Anderson, CFP® and “Big Al” Clopine discuss how to reduce your taxable income and lower your tax bracket before the end of the year. They also discuss strategies for contributing to your retirement plans tax efficiently.

Learn strategies for tax loss harvesting, where you can profit when the markets go down and find out how you can get tax deductions now from future charity donations. It’s your money and it’s your wealth.

1 Source: Forbes