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
February 14, 2015

Listen in on the second hour of this podcast where Joe and Al discuss maximizing tax deductions in your IRA plan. Learn how to form a solid game plan for your retirement, one in which will help you take control of your money in retirement and give you the peace of mind you need.


 

17:00 “Saving money and taking distributions creates retirement income is a different planning set; you need to know what to do to create the income long-term”

24:20 “You can set up your own retirement account for your business, even though it’s a small business and you only make $3,000 or $4,000 dollars of profit, you can set up your own personal 401(k) plan, it’s called a solo 401(k) plan”

24:45 “You can roll your IRA into the 401(k)”

29:33 “Imagine if you could fill in all the gaps, and have all of the answers to a rock solid retirement game plan that could cover everything from A to Z”

30:49 “If you do one thing to take control of your money in your retirement this year, this is it [retirement master plan]”

32:18 “The sooner you start planning for your retirement the better able you’re going to be able to achieve your goals”

32:30 “The biggest fear is running out of money”