ABOUT THE GUESTS

Brian Perry
ABOUT Brian

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]

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 [...]

Does it feel like sometimes you’re playing roulette with your retirement? You may not be able to control outside forces, but you can put a plan in place that will help make your retirement feel more secure.

Financial professionals Joe Anderson and Alan Clopine get real about controlling what you can control and help you realize your options for maximizing your retirement funds, to give you the tools you need to live the retirement you want.

Plus, special guest, Brian Perry, Director of Research, CFP®, CFA® from Pure Financial Advisors, explains how you should be adjusting your portfolios in this market.

Retirement Readiness Guide

Important Points:

 (00:36) – Market Volatility

(01:16) – Creating a Retirement Plan: Under 50 vs Over 50

(02:20) – Not Leaving Your Retirement to Chance: Create a Plan for Cash Flow, Taxes, Investments, and Life Events

(03:18) – Putting a Plan for Cash Flow in Place: Approximate Retirement Savings by Age

(04:14) – Approaching Retirement: Are You on Track?

(06:00) – Not on Track? Things You Can Do to Improve Your Distribution Rate

(06:40) – Taxes: Where is Your Money Held?

(09:06) – Controlling What You Can Control: Investment Risk in Your Portfolio

(11:45) – Adjusting Your Portfolios During Market Volatility

(12:19) – What Can You Control in Your Portfolio?

(14:04) – Investing: Buying Low, Selling High

(16:56) – Retirement Roulette: Early Retirement, Outliving Your Savings, High Medical Expenses, Long-Term Care, Disability, Divorce

(21:46) – How Saving Money for Your Grandkids Could Impact Scholarships

(22:45) – Target Date Funds

(24:06) – Pure Takeaway: Get a Financial Plan in Place, Have Tax Strategies, Manage Risks, Grow Your Emergency Fund

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