ABOUT THE GUESTS

Jake Greenberg
ABOUT Jake

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 [...]

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. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

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.

Big Al's Quick Retirement Calculator

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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