ABOUT THE GUESTS

Larry Swedroe
ABOUT Larry

Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Swedroe's mission is to educate people on [...]

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
April 11, 2015

In this first hour, Joe and Al discuss common retirement risks. Healthcare costs and longer life expectancies are huge factors to take into consideration with regard to saving for retirement and making sure your money lasts.  Special guest Larry Swedroe stops by the show to discuss whether the financial gurus’ predictions were accurate or not in the most recent quarter.


3:10 “There are many overlooked risks that pose a real threat to your overall retirement, and every one of them is as dangerous, if not more dangerous, than investment risk”

7:00 “Contrary to popular belief, not all medical costs are covered by Medicare”

16:33 “You might want to take Social Security at 70, since the benefits would be almost double what it is at 62”

20:10 Start of interview with Larry Swedroe

23:35 “The dollar did rise dramatically in the first quarter”

35:16 “A lot of Baby Boomers are in the Sandwich generation, which means they have to take care of their parents and they are still taking care of their adult children”