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
March 12, 2016

In episode 9 of the YMYW podcast, Big Al tests your retirement planning smarts by asking Joe and the listeners important retirement questions. How do you stack up?

02:08 “The government must systematically devalue our currency so they can pay it back on cheaper dollars”

08:14 “Index funds tend to have very low expense ratios”

11:51 “Which of these pose a big threat to your retirement security? Inflation, investment ups and downs, outliving your financial resources or all of the above?”

16:02 “You want to stay liquid in your strategy because things will change in your life, in the stock market and in the tax code”

20:30 “You don’t have to pay taxes on money you take out of a Roth IRA if you qualify”

25:18 “You have more control over how much you pay in taxes in retirement than any other time in your life if you just understand the strategies”