Jake Greenberg

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional 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 [...]


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 [...]

Has your financial outlook changed over the past few months? The COVID-19 pandemic has left many of you rethinking your financial plan for retirement. Financial professionals Joe Anderson and Alan Clopine want to give you the tools and strategies not just to survive but to thrive when life takes unexpected turns. Pure Financial’s Managing Director Jake Greenberg discusses how applying a set formula to your retirement plan can backfire.

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Important Points:
(01:39) – Power of Financial Planning

  • Develop A Written Plan
  • Build Emergency Fund
  • Keep Up With Health Care Costs
  • Maintain Investing Discipline
  • Protecting Against Market Risk

(02:26) – Importance of Having an Emergency Savings

(02:58) – Develop a Written Financial Plan

(05:50) – Create an Emergency Fund

(07:08) – Emergency Fund Myths

(10:15) – Retiree Health Care Costs

(12:10) – Constructing a Financial Plan

(16:30) – Monitoring Your Portfolio

(20:23) – Benefit of Diversification

(22:22) – Power of Financial Planning: Rebalancing

(24:08) – Ask the Experts

(24:59) – Pure Takeaway: Power of Financial Planning

  • Creating a Plan for Your Personal Goals
  • Maintain an Emergency Fund
  • Plan for Health Care Costs
  • Invest to Meet Your Goals
  • Protect Your Portfolio Against Market Risk

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