Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 days ago

  • Retirement 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 55 to 75. Taking a look at your expected distribution rates can help you determine how much money you need to retire and maintain the lifestyle you want. Broadcast Date: April 16, 2017 Full episode: https://www.youtube.com/w...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 days ago

  • Saving 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 give you one possible path to reach your financial goals. Broadcast Date: April 16, 2017 Full episode: https://www.youtube.com/watch?v=jm5YnC2LqnE If you would like to schedule a free assessment with one of our CFP® professionals, click...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 days ago

  • Retirement Savings Rates Across Your Life Span

    Not sure how much you should be saving for retirement so you can enjoy your golden years? Financial experts Joe and Al break it down by age and give you a financial wake-up call so you can see if you are on track to retire by your target age. Broadcast Date: April 16, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 days ago

  • What Is Your Magic Number for Retirement S.4 | Ep. 5

    What is the magic number you need in order to retire? Joe and Al breakdown how much money you need to save across your lifetime to be able to retire with confidence. Even if you have waited until later in life to seriously start saving, these financial experts have the advice to help you reach your savings goals. Finding Your Magic Number Factors: 1. Pensions & Social Security Income 2. Retirem...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 2 weeks ago

  • Roth IRA: The Benefits of Starting Early

    Grow your retirement nest egg tax-free! Joe and Al discuss the benefits of opening a Roth IRA account as early as possible to realize the best benefits this retirement planning tool has for you. Subscribe to Channel: https://www.youtube.com/subscription_center?add_user=PureFinancialCFP Broadcast Date: April 2, 2017 If you would like to schedule a free assessment with one of our CFP® professiona...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 2 weeks ago

  • Getting The Most Out of Your Roth IRA S.4 | Ep. 4

    One of the smartest money moves you can make is to invest in a Roth IRA, but the majority of employees don't have one. Follow the rules and your retirement savings will grow absolutely tax-free! Ignore the rules and you can be subject to costly taxes and penalties. Joe and Al discuss how to get the most out of your Roth IRA touching on: 1. Roth 101 Basics 2. Contribution Strategies 3. Conversion ...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 2 weeks ago

  • Roth IRA: Unrealized Potential

    The Roth IRA is one of the most underutilized tools for people planning for their financial future. Pure Financial's Joe Anderson gives you insight into what may be missing from your retirement strategy. Broadcast Date: April 2, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscrib...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 2 weeks ago

  • Roth IRA: Take the Uncertainty Out of Taxes

    Broadcast Date: April 2, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOS...

Pure Financial Advisors, Inc.

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • April Economic Update

    The Month in Brief Stocks went sideways rather than north in March, with the S&P 500 losing just 0.04%. The Federal Reserve made another quarter-point interest rate move, and overseas, the United… Read more The post April Economic Update appeared first on Pure Financial Advisor, Inc..

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 weeks ago

  • [Webinar] Maximizing Your Social Security Benefits Under New Rules

    Millions of people receive Social Security benefits, but many are unaware of exactly what benefits they are entitled to, as well as how much. Understanding what benefits are available to you can help reduce financial hardship and better plan for your future. Significant changes have been made to Social Security policies in the last couple of years. Joe Anderson, CFP® leads attendees through a web...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 weeks ago

  • Early Retirement Strategies

    Not sure what you would do if you are forced to retire early? Joe and Al walk you through strategies to make sure early retirement doesn't tarnish your golden years. Broadcast Date: March 26, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful ti...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 weeks ago

  • Retirement X-Factor: Unexpected Early Retirement

    From health issues to job termination, 60% of retirees report leaving their jobs unexpectedly. If part of your retirement plan includes working into your 70's you need to plan for the unexpected. Broadcast Date: March 26, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to o...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 weeks ago

  • Retirement X-Factor: Social Security

    Deciding when to take your social security benefits is one of the important X-Factors of planning for a successful retirement. Pure Financial's Jack Dugan, CFP® explains why the timing for taking your benefits or the benefits of your spouse, can impact your bottom line by tens of thousands of dollars. Broadcast Date: March 26, 2017 If you would like to schedule a free assessment with one of ou...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 3 weeks ago

  • X-Factors of Retirement Planning | S.4 Ep. 3

    The three most important words for a robust retirement: save, save, save! But to make your retirement years truly golden years requires a plan to handle the unexpected. Joe and Al discuss the X-Factors that can make or break your retirement. 1. Healthcare Costs 2. Forced Early Retirement 3. Social Security 4. Emotional Investing 5. Long-Term Care Broadcast Date: March 26, 2017 If you would li...

Pure Financial Advisors, Inc.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • March Economic Update

    The Month in Brief February was a great month for stocks and a historic month for the Dow Jones Industrial Average. The blue chips closed at record highs for 12 straight trading… Read more The post March Economic Update appeared first on Pure Financial Advisor, Inc..

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 1 month ago

  • 4 Retirement Risks to Prepare For | S.4 Ep.2

    In this episode, Joe and Al cover four crucial retirement risks to prepare for: 1. Running out of money 2. Investment risk 3. Sequence of returns 4. High taxes Find out how to mitigate these risks properly so you can be fully prepared for retirement. Important Points: 1:19 "Here's a risk that you are probably not identifying in your overall retirement..." 2:40 "Here's the other thing is longe...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 1 month ago

  • Road to Retirement Lunch n' Learn | San Diego, Orange County

    Have you mapped out your road to retirement? Join us for a 1-hour lunch n' learn to find out if you're on track for retirement. http://hubs.ly/H06r9kf0 San Diego: 11 a.m. the last Wednesday of every month Orange County: 11 a.m. the last Thursday of every month Learn more: http://hubs.ly/H06r9kf0 IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pu...

  • How to Make Your Financial Resolutions Happen | S.4 Ep.1

    In this season premiere of "Your Money, Your Wealth," Joe Anderson and "Big Al" Clopine show you how to stick to your financial resolutions by executing key saving strategies and providing tips for staying on track. Find out why "paying yourself first" is so important for any individual hoping to retire one day. The two close off the hour answering listeners' email questions. Stay tuned for an all...

  • Paying Yourself First - The Secret to a Successful Retirement

    Joe says, "if you get anything out of this show, this is it - pay yourself first." Find out why paying yourself first - or having a method of automatically saving for retirement - is the secret to a wealthy and successful retirement. Transcription: "Here's a big one - once you figure out that goal, pay yourself first - and that just simply means make this automatic. Use your company retirement p...

  • Saving for Retirement According to Your Age

    Joe & Al show you how much you should saving for retirement according to your age and salary. Important Points: 0:11 "Let's take a look at if you're in your 20's, 30's, 40's or 50's - what is the game plan here?" 0:22 "Let's say you're 30 years old. You want to have at least one times your salary saved. So if you're making $50,000 a year, you want to make sure you have fifty grand in the bank."...

Pure Financial Advisors, Inc.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • February Economic Update

    The Month in Brief Stocks advanced again in January. The Dow Jones Industrial Average closed above 20,000 for the first time, and the S&P 500 gained 1.79% on the month. As January… Read more The post February Economic Update appeared first on Pure Financial Advisor, Inc..

Pure Financial Advisors, Inc.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • November Economic Update

    The Month in Brief Bulls were reined in during October. The S&P 500 lost 1.94% as Wall Street responded unenthusiastically to the fall earnings season. Even though much of the economic news… Read more The post November Economic Update appeared first on Pure Financial Advisor, Inc..

  • 6 Important Deadlines for December 31st

    With the end of the year fast approaching, it’s easy to get side-tracked when it comes to getting your finances in order. Don’t miss these six tax deadlines which you must complete… Read more The post 6 Important Deadlines for December 31st appeared first on Pure Financial Advisor, Inc..

  • October Economic Update

    The Month in Brief Investors had plenty of news to absorb in September: the latest monetary policy statement from the Federal Reserve, the Wells Fargo fiasco and the crisis involving Deutsche Bank,… Read more The post October Economic Update appeared first on Pure Financial Advisor, Inc..

  • January Economic Update

    The Month in Brief While the Dow Jones Industrial Average did not top 20,000 in December, it did advance nicely, gaining 3.34%. The Federal Reserve took its interest rate target to 0.50-0.75%,… Read more The post January Economic Update appeared first on Pure Financial Advisor, Inc..

  • 2016 Year-End Tax Seminar Recap

    Our 7th annual Year End Tax Seminar was a huge success – thank you to those who attended. This year, the seminar focused on the likelihood of tax reform in 2017. Joe… Read more The post 2016 Year-End Tax Seminar Recap appeared first on Pure Financial Advisor, Inc..

  • December Economic Update

    The Month in Brief November was certainly newsworthy, presenting investors with three historic moments. First, Donald Trump won the presidency in a stunning upset that confounded political analysts. Next, the stock market… Read more The post December Economic Update appeared first on Pure Financial Advisor, Inc..

  • Your Year-End Financial To-Do List

    Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving,… Read more The post Your Year-End Financial To-Do List appeared first on Pure Financial Advisor, Inc..

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 2 months ago

  • Navigating Your Online Client Accounts [Webinar]

    Mike Bernier, CFP® leads an interactive walk-through on how to use your online accounts as a Pure Financial client in this short webinar. Mike covers how to use both your Financial Plan & Vault account along with your Investment Performance account, and then opens the discussion up to Q&A. If you have any questions regarding your online client accounts, please contact your advisor (https://purefi...

  • Our Free Financial Assessment

    President of Pure Financial, Joe Anderson, CFP® takes you through our financial assessment process. If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Read our ADV form to learn about our fees: https://purefinancial.com/app/uploads/2017/01/ADV-Brochure-7-28-16.pdf https://purefinancial.com IMPORTANT DISC...

  • Experience the Pure Difference

    Pure Financial Advisors is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. This short video will give you a better idea of what makes Pure Financial so different. If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ IMPORT...

  • 2016 Year-End Tax Planning Seminar Re-Cap

    Here's a quick recap of our 7th annual Year-End Tax Seminar. Joe & Al addressed the major tax reform proposals from both Trump and the House GOP, then finished the seminar with year-end tax planning tips. If you would like a deeper analysis of the tax reform proposals, download our white paper: Tax Reform: Trump versus House GOP. If you would like to schedule a free assessment with one of our CF...

  • How Your Taxes Could Change Under Trump [Special Episode]

    Now that Trump has been elected into office, what changes can we expect with regards to our taxes? Will these changes be beneficial or detrimental, and to whom? In this special episode of "Your Money, Your Wealth,” Joe and Al cover which tax proposals could affect you and cover key year-end tax saving strategies that are commonly overlooked. Important Points: 1:14 "We haven't had major tax refo...

  • Home Equity Income Solutions [Webinar]

    Find out how to make your home equity a retirement income source in this short webinar. Special guest, Professor Jamie Hopkins will provide home equity income solutions and then dive deeper into reverse mortgages. If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ https://purefinancial.com IMPORTANT DISC...

  • Quarter 3 Stock Market Review [2016]

    Emerging markets and international developed stocks performed well last quarter. In this short market recap, Joe Anderson, CFP® takes a look back at what happened in Q3. Agenda: • Market Summary • World Market Performance • World Asset Classes • US Stocks • International Developed Stocks • Emerging Markets • Country Performance • Commodities • Fixed Income • Global Diversification If you would ...

Pure Financial Advisors, Inc.

Category: Positioning & Presence
Type: Page Design Update

Generated 3 months ago

Pure Financial Advisors, Inc.

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • Your Website Isn’t As Great As You Think It Is

    You’ve invested the time and the budget into the website of your dreams. It’s got the exact pictures you picked out, the colors you love, and your logo is front … Continued The post Your Website Isn’t As Great As You Think It Is appeared first on Discrete Units.

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 7 months ago

  • 4 Emotional Mistakes Investors Make | S.3 Ep. 19

    The stock market goes up and down, but why do some people continue to lose money? Behavior and emotion when it comes to investing can ultimately take a toll on our portfolios. Joe and Al discuss this in detail, covering four emotional mistakes investors make: 1. Market Watching 2. Bailing Out Adult Children 3. Financial Literacy 4. No Road Map Allison Alley, CFP® joins Joe Anderson to discuss ho...

  • Taking 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. Important Points: 0:45 "What are some of the strategies that you're helping your clients with?" 0:49 "Focus on doing your best to take the emotion out of it...be patient and don't have those knee-jerk re...

Pure Financial Advisors, Inc.

Category: Content
Type: Youtube Video

Generated 7 months ago

Pure Financial Advisors, Inc.

Category: Content
Type: Blog Article

Generated 7 months ago

Pure Financial Advisors, Inc.

Category: Conversion
Type: Landing Page

Generated 8 months ago

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