matt davis

Matt Davis is the Professional Relations and Education Coordinator for the Identity Theft Resource Center, a national non-profit organization dedicated to identity theft education and mitigation.  He has more than seven years of experience in the field of identity crime as an advisor, analyst, program director, public speaker and writer. Mr. Davis is a specialist [...]


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
May 7, 2016

Matt Davis from the Identity Theft Resource Center joins the show to share how you can protect yourself from one of America’s fastest growing crimes – identity theft. Plus, what’s it going to cost you to retire? Joe and Al share three retirement errors that will crush your investment gains.

1:17 “Identity theft is a real issue; we talk about it a lot on this show, especially when it comes to taxes and people filing fraudulent tax returns”Subscribe Square - Website Version

1:28 Start of Interview with Matt Davis

2:17 “We focus on consumer education…educating the public on various issues related to identity crime and how to protect themselves”

4:50 “Limit the amount of personal identifying documents that you carry with you every day”

5:30 “Regularly monitor your bank statements and you should be checking your credit report several times a year…also shred your mail”

6:32 “If you dial 1-888-567-8688 that’s the number you can get yourself off the list for pre-approved offers”

7:18 “Secure your phone, tablet, your computer and understand all those pieces of hardware have lots of sensitive information about you”

9:28 Joe: “Matt Davis is joining me on a webinar that we’re going to do on May 17. He works with the Identity Theft Resource Center in San Diego; it is a non-profit organization that offers free advice if you fall victim to identity theft. Matt and I will spend an hour with you to arm you to help protect you in any way we can. Register at purefinancial.com/identity

11:28 “Our toll-free hotline (for Identity Theft Resource Center) is 1-888-400-5530 or visit our website at www.idtheftcenter.org

12:12 End of Interview with Matt Davis

21:42 “If you’re married, there are certain marital benefits – first of all, if you file a joint tax return and be in a lower tax bracket. For Social Security, if one spouse passes then you get to keep the higher of the benefits”

32:07 “There are many mistakes you can make as a retirement investor. I want to focus on three retirement errors investors make all the time”

34:27 “It’s crucial to save for retirement but equally important to enter retirement debt-free”

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