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 [...]

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”