Common Retirement Obstacles to Prepare For ft. Matt Balderston, CFP®
Joe is joined by Matt Balderston, CFP® to teach you how to “crash test” your retirement. Learn about major retirement road blocks that could potentially cost you more than you think. During… Read more...
View ArticleShould I Invest in Bonds Even in a Low Interest Rate Environment?
Since interest rates are at all-time lows, does that mean we should sell the bonds in our portfolio? What’s the advantage of holding bonds in a low interest rate environment? Joe answers this… Read...
View ArticleHow is Your Retirement Income Taxed?
Not all types of retirement income are taxed the same. In this short clip, find out how pensions, IRAs, 401(k)s, Social Security, capital gains, Roth IRAs and municipal interest are taxed. Big… Read...
View ArticleIs Another Recession Around the Corner? What Investors Can Do
A viewer asks if another recession is coming. How do we know when it is coming and what can we do as investors? Joe explains that while no one can predict another… Read more The post Is Another...
View ArticleFrequent Estate Planning Mistakes | Interview with Nicole Newman
Nicole Newman, Attorney at Law joins “Big Al” Clopine to discuss the most common mistakes she sees as an estate planning attorney. These include dying with or without a will, leaving assets… Read more...
View ArticlePure Inspiration: Out of the Darkness Walk
One of Pure’s Financial Planners, Nate Ritchison, CFP® recently participated in an Out of the Darkness Walk, put on by the American Foundation for Suicide Prevention. The goal of these walks is… Read...
View ArticleHow To Give To Charity Directly From Your IRA
Did you know that you potentially avoid paying tax by giving to a charity directly from your Individual Retirement Account (IRA)? In this clip, Joe and Al show you how to do… Read more The post How To...
View ArticleShould I Invest in ETFs or Mutual Funds?
In this week’s Countdown to Retirement, a viewer asks if he should invest in ETFs (exchange traded funds) or mutual funds. Joe explains the difference between these two types of funds and… Read more...
View Article4 Ways to Accumulate Wealth While You’re Working
There’s no better time to start preparing for your retirement than right now. Find out how you can be building your wealth while you’re employed by following some simple rules of thumb.… Read more The...
View ArticleHow Much of My Portfolio Should Be In Gold?
With the current state of the economy, is it smart to invest in gold? Joe explains how much of your portfolio he thinks should be in gold regardless of market conditions, in… Read more The post How...
View ArticleComic-Con Fans Talk Retirement
Joe Anderson, co-host of “Your Money, Your Wealth” hits the streets of San Diego to ask Comic-Con fans what they think about retirement. The post Comic-Con Fans Talk Retirement appeared first on Pure...
View ArticlePure’s Financial Feud
Joe Anderson and Mike Bernier, CFP® play a friendly game of ‘Financial Feud’ where they answer retirement and financial questions. Who will come out on top? Stay tuned to find out. Important… Read more...
View ArticleRetirement Saving Tips with Jack Dugan, CFP®
Jack Dugan, Senior Financial Planner at Pure Financial Advisors joins Joe Anderson to discuss saving tips for pre-retirees. The two discuss different stages of saving and important considerations to...
View ArticleTaking Emotion Out of Investing w/ Allison Alley, CFP®
Allison Alley, CFP® joins Joe Anderson to discuss some retirement planning strategies that people often overlook. Learn why it’s important to take emotion out of investing and stick to a plan....
View ArticleRetirement Distribution Strategies
Not sure how much money you can safely withdraw from your retirement accounts once you have left your 9-to-5 job? Financial experts Joe and Al break it down for you from age… Read more The post...
View ArticleSaving for Retirement at 60
It is never too late to start saving for retirement. If the years have gone by quickly and you are just starting to save at age 60, financial experts Joe and Al… Read more The post Saving for...
View ArticleBenefits of Retiring at 70: More Comfortable Retirement
People are living longer and are more active in their golden years so for many delaying retirement until they are 70-years-old is the best choice. Financial experts Joe and Al discuss how… Read more...
View ArticleBenefits of Retiring at 70: Save More
Delaying your retirement until you turn 70 comes with a number of payoffs. Financial experts Joe and Al discuss how you can almost double your retirement income if you can just put… Read more The post...
View ArticleLife Span Retirement Planning: Saving In Your 30’s
Any idea how much money you should be saving for retirement at different stages of your life? Financial experts Joe Anderson and Alan Clopine show you how much you need to save… Read more The post Life...
View ArticleLife Span Retirement Planning: Are You On Track?
Whether you are in your 20’s, 30’s, 40’s, or 50’s are you on track for retirement? Subscribe to YouTube Channel The post Life Span Retirement Planning: Are You On Track? appeared first on Pure...
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