- 371
- 261 337
Pure Financial
United States
เข้าร่วมเมื่อ 14 ม.ค. 2020
Experience the Pure Difference. With a focus on financial education and a transparent advisory process, at Pure Financial Advisors, we strive to help everyone reach their financial goals. Here on TH-cam, our experienced financial professionals answer the most frequently asked financial planning questions in 3 to 5 minute weekly Ask Pure videos. We don't push hot stocks or sell you on the latest investment scheme, instead, we offer fee-only financial planning and retirement investing strategies to put you on track for the journey that lies ahead. Keep comments civil and respectful to see them published!
6 Step Plan to Charitable Giving
Download our Tax-Smart Charitable Giving Guide: purefinancial.com/white-papers/tax-smart-charitable-giving/?.com&Pure-20241216
Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment
Office locations: bit.ly/PureLocations
Ask your personal finance questions: bit.ly/AskPure
Subscribe to our channel: bit.ly/PureFinancialTH-cam
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and organizations you care about most.
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment
Office locations: bit.ly/PureLocations
Ask your personal finance questions: bit.ly/AskPure
Subscribe to our channel: bit.ly/PureFinancialTH-cam
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and organizations you care about most.
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
มุมมอง: 30
วีดีโอ
Should Volatility Scare You? Tariffs, Inflation, Bonds: 2025 And Beyond Outlook
มุมมอง 8014 วันที่ผ่านมา
Download the 2024 Key Financial Data Guide: purefinancial.com/white-papers/key-financial-data/?.com&Pure-20241209 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Pure’s Executive Vice President &...
Pure Financial Advisors Monthly Newsletter | December 2024
มุมมอง 5314 วันที่ผ่านมา
Kathryn Bowie, Director of Education at Pure Financial Advisors welcomes you to our December newsletter featuring current topics, company profiles and retirement tips. This month is all about charitable giving. Learn more about Charitable Remainder Trusts and Charitable Gift Annuities for this holiday season. Make sure to download our free guide this month, our Tax-Smart Charitable Giving Guide...
Charitable Remainder Trust
มุมมอง 3714 วันที่ผ่านมา
Download our Tax Smart Charitable Giving Guide Guide: purefinancial.com/white-papers/tax-smart-charitable-giving/?.com&Pure-20241204 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam As year-end ap...
Charitable Gift Annuities | Financial Tip
มุมมอง 2014 วันที่ผ่านมา
Download our Tax Smart Charitable Giving Guide Guide: purefinancial.com/white-papers/tax-smart-charitable-giving/?.com&Pure-20241204 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Would you like...
David Kleinman, CFP® - Pure Financial Advisors
มุมมอง 5621 วันที่ผ่านมา
David is a CERTIFIED FINANCIAL PLANNER professional dedicated to providing comprehensive financial advice tailored to his clients’ unique needs. As a fee-only financial advisor, David prioritizes transparency and integrity, ensuring that his clients receive unbiased guidance without any hidden fees or commissions. A graduate of Utah Valley University, David earned his degree in Personal Financi...
Jennifer Van Dyne, Client Services Manager - Pure Financial Advisors
มุมมอง 6021 วันที่ผ่านมา
Since 2017, Jennifer has committed her career to the financial industry, starting at TD Ameritrade as a Customer Service Professional and later advancing into a leadership role within a national service team at Charles Schwab. She has previously held several FINRA series licenses, including the 7, SIE, 63, and 24, which have equipped her with a solid foundation in financial regulations and a co...
Cybersecurity Risks in Online Trading
มุมมอง 44หลายเดือนก่อน
Download our Identity Theft Guide: purefinancial.com/white-papers/identity-theft-guide/?.com&Pure-20241118 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Vigilance is your strongest defense agai...
How to Avoid Scams | Financial Tip
มุมมอง 20หลายเดือนก่อน
Download our Identity Theft Guide: purefinancial.com/white-papers/identity-theft-guide/?.com&Pure-20241104 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Scammers use tactics to infiltrate our l...
Top 2024 Scams
มุมมอง 75หลายเดือนก่อน
Download our Identity Theft Guide: purefinancial.com/white-papers/identity-theft-guide/?.com&Pure-20241104 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Spotting a scam as soon as you receive i...
Pure Financial Advisors Monthly Newsletter | November 2024
มุมมอง 53หลายเดือนก่อน
Kathryn Bowie, Director of Education at Pure Financial Advisors welcomes you to our November newsletter featuring current topics, company profiles and retirement tips. This month is all about cybersecurity detection and protection. We discuss the most common scams in 2024 and how to avoid red flags to protect your finances. Make sure to download our free guide this month, our Identity Theft Gui...
Robert McCullock, CFP®, AIF® - Pure Financial Advisors
มุมมอง 41หลายเดือนก่อน
Robert McCullock graduated from San Jose State University in 1997 with a Degree in Business Administration and a concentration in Finance. He started directly in the financial services industry and has worked over 15 years for a couple major brokerage companies in area of investment consultations. Robert also spent years as a local Branch Manager for one major brokerage; spending the majority o...
Chitta Lasaath, Client Services & Acquisition Specialist - Pure Financial Advisors
มุมมอง 79หลายเดือนก่อน
Chitta works as a Client Services & Acquisition Specialist at Pure Financial Advisors where she supports clients by ensuring required paperwork for opening, transferring, and managing assets are prepared and submitted for expedited processing. Prior to Pure, Chitta worked at LPL Financial for 9 years where she assisted Advisors with inquiries regarding New Accounts, Account Transfers, Move Mone...
Elections and the Markets
มุมมอง 712 หลายเดือนก่อน
Download our Investing Basics Guide: purefinancial.com/white-papers/investing-basics-guide/?.com&Pure-20241014 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Election years can be stressful, as ...
Cancel the Noise: Economic and Market Impact of the 2024 Election
มุมมอง 1652 หลายเดือนก่อน
Download the Investing Basics Guide: purefinancial.com/white-papers/investing-basics-guide/?.com&Pure-20241011 Schedule a free assessment with any one of our experienced financial professionals: bit.ly/PureAssessment Office locations: bit.ly/PureLocations Ask your personal finance questions: bit.ly/AskPure Subscribe to our channel: bit.ly/PureFinancialTH-cam Pure’s Executive Vice President & Ch...
Pure Financial Advisors Monthly Newsletter | October 2024
มุมมอง 632 หลายเดือนก่อน
Pure Financial Advisors Monthly Newsletter | October 2024
Alexandra Swanson, CFP® - Pure Financial Advisors
มุมมอง 342 หลายเดือนก่อน
Alexandra Swanson, CFP® - Pure Financial Advisors
Jon Zimmerly, Integration Manager - Pure Financial Advisors
มุมมอง 592 หลายเดือนก่อน
Jon Zimmerly, Integration Manager - Pure Financial Advisors
Election Year Investing | Financial Tip
มุมมอง 192 หลายเดือนก่อน
Election Year Investing | Financial Tip
Calculate Your Financial Blueprint for Retirement
มุมมอง 382 หลายเดือนก่อน
Calculate Your Financial Blueprint for Retirement
Clear Up the Confusion: Top 10 Medicare Questions
มุมมอง 952 หลายเดือนก่อน
Clear Up the Confusion: Top 10 Medicare Questions
Expectation vs. Reality: The Truth About Social Security
มุมมอง 3653 หลายเดือนก่อน
Expectation vs. Reality: The Truth About Social Security
Joey Bailey, CFP®, CPA - Pure Financial Advisors
มุมมอง 964 หลายเดือนก่อน
Joey Bailey, CFP®, CPA - Pure Financial Advisors
Social Security: Past, Present, and Future
มุมมอง 1154 หลายเดือนก่อน
Social Security: Past, Present, and Future
Pure Financial Advisors Monthly Newsletter | August 2024
มุมมอง 764 หลายเดือนก่อน
Pure Financial Advisors Monthly Newsletter | August 2024
QCD donation doesn’t make sense to me. ( not so wealthy senior). Taking the RMD when I don’t need the cash is better than giving it ALL to charity. For example if I don’t pay state income tax and the RMD is federally taxed at 25-35% then I basically donating the 65-75% out of my pocket. That money can be reinvested. What am i missing?
Michael has been nothing but a joy to work with. He is extremely knowledgeable regarding not just direct financial issues but how those issues relate to taxes, retirement, major expenditures, etc. as well. Michael's style of interaction is very effective, striking a balance between a best friend and the CFO of my finances. Michael is also very effective acting as an advocate for you within Pure, and has resolved a couple key issues for me that could have become stumbling blocks for my decision to continue to use Pure. My overall recommendation for Pure and Michael Chipperfield is a strong 10 out of 10!!
How about if you are 61 and have no retirement savings?
This episode of our Your Money, Your Wealth TV show has some catch-up strategies: th-cam.com/video/HNvCD7mXbuw/w-d-xo.html
Assume all communications you receive unexpectedly are suspect and act accordingly; " The game is afoot," as Sherlock Holmes would say. Thanks very much, Pure Financial!
Thanks, Pure Financial, for the cutting-edge financial content; you are always in the know. Listening to smart people is an excellent time saver and a way to simplify your financial life; it is much appreciated!!
Government psy-op
Please explain?
Great presentation!
Thanks for watching!
Thank you for your great content!
Thank you very kindly! Excellent presentation!!
Excellent information, Pure Financial. Thanks very much!
Thanks, Pure Financial, for the great content!
Repeal prop 19! AKA the Death Tax This is causing some people to lose their homes. Prop 19 has good parts like portability. However, it can also cause your taxes to zoom up. For more information go to the Californian Board of Equalization.Gov and look up the chart.
okay you said if you're over 50 or 55 that people can pack away $30,000 into their is it the Roth IRA or a regular IRA? will you please explain IRAs and Roth IRAs and when to use them and we've never used ours we've never made enough money to save in it. so don't just assumed people know what those things are can you explain how to get it in their tax free without paying tax on it first? is that even a thing are these things that the money sitting in there has got to be paid taxes on later on when we retire or is this pre-tax dollars please explain this before you just announced blah blah blah blah blah blah blah blah you know Roth IRA . some people don't have very complicated taxes in their history.
Lori thanks for your comment and for watching! (Andi here, I'm the one that moderated this webinar.) Unfortunately these accounts are indeed complicated with a lot of rules and limitations. This video is for 2022, so the numbers have changed: the $30,000 referenced was the contribution limits for people age 50 and over into "employer accounts" - your work 401(k), 403(b), 457(b), or Roth 401(k) plan, for example. In 2024, that limit is $23,000, plus an additional $7,500 if you're age 50 and over, for a total of $30,500. This info and more key financial data is available in our free guide: purefinancial.com/white-papers/key-financial-data/ As for taxation of Roth IRA vs. traditional IRA, our Ultimate Guide to Roth IRAs explains taxation of these accounts and more: purefinancial.com/white-papers/roth-ira-white-paper/ In short, with a traditional IRA, you get a tax deduction when you put money into it, but then you pay tax on your contributions and your earnings when you begin withdrawing the money from the traditional IRA in retirement. With a Roth IRA, you must pay tax on the money before it goes in. You don't get a tax deduction, however, you pay no tax on the earnings when you begin withdrawing the money from the Roth in retirement. Putting money into a Roth and paying the tax now may be advantageous if you expect to be in a higher tax bracket in retirement than you're in now. It is already written into law that tax rates will increase in 2026. I hope this helps!
Also, here is the webinar for 2023 taxes: th-cam.com/video/Hrch4u3z-uI/w-d-xo.html We'll likely do another for reducing 2024 taxes in the last quarter of 2024.
Keep comments civil, respectful, and non-spammy to see them published!
Keep comments civil, respectful, and non-spammy to see them published!
Keep comments civil, respectful, and non-spammy to see them published!
Keep comments civil, respectful, and non-spammy to see them published!
Keep comments civil, respectful, and non-spammy to see them published!
Keep comments civil, respectful, and non-spammy to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!
Keep comments civil and respectful to see them published!