ABOUT THE GUESTS

ABOUT Jake

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax efficient and cost efficient methods possible. Prior to joining Pure Financial, Jake was a lead strategist in charge of running the [...]

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. Currently, Pure [...]

How would you like to join the ranks of millionaires? It is one of the social benchmarks in this country to indicate that you have arrived or that you can explore your golden years comfortably.

For many people, the only plan for becoming a millionaire is buying a lottery ticket or waiting for a wealthy relative to include them in their will. But if you are willing to work hard enough and put a plan in place – it is possible for you to count yourself among the ranks.

Regardless of where you are in life – financial professionals Joe Anderson and Alan Clopine take you through the steps that could help make you a millionaire in retirement.

Important Points:

(00:44) – Becoming a Millionaire – Millionaires Worldwide

(02:00) – The Making of a Millionaire: Save Regularly, Fast Track Your Savings, Investing for Success, What if I’m Getting a Late Start?

(02:40) – How Many Years to Become a Millionaire?

(05:03) – Fast Track Your Savings: Add to Savings Routinely, Make Yourself More Valuable at Work, Add a Side-Gig

(08:54) – Typical Investments: Stocks, Bonds, Real Estate, Natural Resources

(09:31) – How to Hold Your Investments

(10:38) – Control What You Can Control With Your Investments

(11:58) – Make Me a Millionaire Showdown

(20:00) – Strategies for Becoming a Millionaire for Procrastinators: Save! Save! Save!, Slash Expenses, Work Longer, Downsize at Retirement

(21:29) – Monthly Savings Required to Become a Millionaire (Late Bloomers)

(23:46) – Pure Takeaway: Automate Your Savings, Ways to Improve Your Savings, Investing Successfully, How Late Bloomers Can Still be Millionaires

 

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