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 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

Alan Clopine

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

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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