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

Learn how to create a tax-efficient income stream in retirement and understand the dangers of using your retirement accounts to pay off debt.

2:50 “Poor market performance in your retirement can have a significant impact on how long your savings are going to last”

18:37 “When you’ve got a tax-efficient strategy, all of a sudden not only are your assets going to last longer, you don’t have to take as much risk in your portfolio and you can spend more and have a better lifestyle”

23:51 “Your discretionary expenses should be two-thirds of your overall expenses”

38:05 “The best investment you can ever make is an investment in yourself”