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
March 21, 2015

In this first hour of our podcast, Joe and Big Al discuss ways in which to overcome common retirement obstacles.  Learn how to make your retirement work for you by understanding how much you’ll need, how to control taxes and how contributing to a Roth IRA will benefit you.

1:23 “Investors spend 75 hours a year worrying about money”

5:56 “We’re seeing more and more individuals in retirement who are more stressed in retirement than they were when they were working because they are so afraid to run out of money”

18:18 “There are lots of ways you can save for retirement; you could diligently sock away money every month, you could live within your means, you could forego that new car or family vacation.”

21:25 “If you need $40,000 a year and you’re age 65, just multiply that need by 25, and that will give you an approximation as to how much money you’ll need”

25:28 “We believe the Roth IRA is the best gift the IRS has given us in years, and there are lots of ways to put money to it”

36:56 “In retirement, your taxes are going to come from however you create your retirement income”