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. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

When the topic of retirement comes up, most people tend to focus on a couple of questions, “When do I retire,” and “how much money will I need?” But determining your retirement vision is just as important. Where do you want to live? How will you spend your time? Do you want to work part-time or volunteer?

Financial professionals Joe Anderson and Alan Clopine take a look at how to successfully retire and to determine when you are really ready to quit your nine-to-five job.

 

Important Points:

(00:55) – Retirement Lifestyle Planning: Expectation vs Reality

(01:22) – Retirement Activities: Top 10 Activities Baby Boomers Plan to Pursue in Retirement

(02:53) – Retirement Lifestyle Planning: Activities, Health & Fitness, Intellectual Growth, Don’t Forget Your Finances

(03:23) –Main Focus for Retirement Planning: Lifestyle Considerations:

(04:10) – Are You Ready for Retirement? The Signs You Aren’t Ready to Retire

(06:30) – Best Things to Do in Retirement

(07:12) – Retirement Lifestyle Planning – Download Free Guide Here

(09:59) – Staying Healthy During Retirement

(12:14) – Questions to Ask Yourself When You Retire

(17:31) – How Much Money Will You Need to Retire?

(20:21) – How Will the Tax Code Changes for 2018 Impact Investment Philosophy and Tax Preparations?

(21:52) – Parent Plus Loan Interest Rate

(23:30) – Pure Takeaway: Have a Reason to Get Up Every Day, Make Your Health a Priority, Keep Your Brain Sharp, Establish A Written Plan

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