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 [...]

Published On
February 21, 2015

Joe and Big Al are talking taxes, common IRA mistakes and important changes to keep on your radar when it comes to the current state of retirement.  In this first hour, you will learn about proper beneficiary designations and the value in saving. 

2:44 “If you take a look at the statistics, one of the fastest growing demographics in the US are people turning 100.  That greatly impacts how long you have to make your money last”

3:22 “If you want to retire successfully, if you want to retire comfortably, you need to totally redefine your retirement game plan”

10:25 “Most people are not paying close enough attention to the beneficiary designations”

14:09 “You want to make sure it’s all individuals on the beneficiary of your trust”

15:02 “When it goes to an individual, that individual can set up a stretch IRA to take those payments over their lifetime”

25:33 “It’s really, really important that you utilize Social Security properly as well as you continue saving to your nest egg so you don’t start depleting it too early”

30:44 “When you are single, there’s a phase out when your adjusted gross income is above $116,000”