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

Take control of your retirement. Learn how to develop a plan to control your risk, fees and taxes. How and when should you take social security benefits? How can you reduce your income fees and expenses? How can you pass the most amount of money to your kids and grandkids? Get all of these questions answered by Joe and Big Al in this second hour of our weekend podcast.

7:06 “At age 70 ½, you are required to start taking money out of your IRA’s and 401(k)s, there’s one exception, and that’s if you are still working and have an active 401(k) plan you can defer that required distribution until you actually retire”
25:15 “If you have company stock inside your retirement account, there’s something called net unrealized depreciation, where you can take that company stock outside of your plan and put it into a brokerage account”
30:05 “The earlier you start saving, the better”
33:49 “Creating retirement income is a whole different strategy”