ABOUT HOSTS

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
ABOUT Alan

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 [...]

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