ABOUT HOSTS

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
ABOUT Alan

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 [...]

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?”