ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO, Joe Anderson, CFP®, AIF®, 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 named one of Inc. Magazine’s 2026 Best Workplaces, ranked #27 out of 50 [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the Your Money, Your Wealth® Podcast Co-Host at Pure Financial Advisors, LLC (Pure). He has served as an executive leader at the Company for over a decade, including as CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the [...]

Joe Anderson, CFP® and “Big Al” Clopine share year-end tax planning strategies including how to decrease your taxable income, how to profit when the stock markets go down using tax loss harvesting techniques and strategies for tax deductions when you file your tax return.

Further in the episode, your hosts take a look at various case studies to show strategies to reduce taxes in common portfolios. Learn how to lower your tax bracket and find out why you might want to increase your taxable income now to set you up for lower taxes in the future.

If you’re a small business owner, tune in to the end of the episode as Joe and Al discuss retirement plan options for small businesses. It’s all right on “Your Money, Your Wealth”