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. As of [...]

Published On
October 22, 2016

Joe and Al answer investors’ questions on-air. Learn more about bond returns, how interest rates affect bond prices and the difference between short term vs. long term bonds.

0:44 “Is it sensible to live on my own?”

4:06 “Will I be penalized for a 401(k) withdrawal?”

4:59 “I am about to turn 21 and currently in my junior year of college. I have budgeted my income so that I have a portion of it stashed in my savings every month. What sort of investments should I look into to generate more income with the excess income I receive?”

10:06 “We have our end of year Tax Planning Workshop coming up in December.” [Register Here]

General-no-city-leaderboard

11:36 “We should stress that we are going to talk taxes and strategies, not politics.”

12:12 “Should I invest in bonds now or after the presumed interest rate hike?”

17:05 “The shorter term of the bond, the less risk that you’re taking, hence less volatility.”

18:12 “What’s the advantage of going into a short-term bond versus staying in cash?”

24:20 “With bonds, there are two sides to this: the price and the coupon rate.”

29:40 “If you have a SIMPLE plan, can you still contribute to an IRA?”

34:16 “Should I move my 401(k) into a money market account?”