Turbocharge Your Wealth!

Is your retirement plan turbocharged? Do you know how to make the most of the money that you’ve worked so hard to save? Joe Anderson, CFP®, and Big Al Clopine, CPA are here to tell you how to turbocharge your wealth. Whether you are in the slow lane with your savings benchmarks or stalled out in reaching your retirement goals, learn the actions you can take to power up your portfolio and grow your wealth!
Download the Turbocharge Your Wealth Guide:
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Turbocharge Your Wealth
• Be a Super Saver
• Rally with Roth
• Run with Risk
• Social Security Brakes
Your Money, Your Wealth® TV - S9 | E1
0:00 - Intro
1:28 - Turbocharge Your Wealth
2:13 - Automate your Savings
3:30 - Boost your Contribution Percentage
4:50 - Impact of Employer Match
6:08 - Catch-up Contributions
6:38 - Download: Turbocharge Your Wealth Guide
7:30 - True/False: A backdoor Roth IRA is off-limits if you have other IRA assets
8:22 - Rally with Roth
10:09 - Backdoor Roth
11:11 - Down Market Roth Conversion
12:50 - Contribute Early with Less
14:23 - Run with Risk
15:14 - Risk vs Return
15:45 - Download: Turbocharge Your Wealth Guide
16:25 - True/False: You can increase your Social Security benefits by 50% if you wait till age 70
17:55 - Social Security Benefits: Average & Maximum
18:34 - Ask the Experts: Can I get around the contribution limits for my retirement account by starting a home business as a side gig?
19:36 - Ask the Experts: I plan to delay claiming my Social Security benefits. If my ex-husband claims his benefits early can that impact mine?
21:12 - Pure Takeaway
22:37 - Download: Turbocharge Your Wealth Guide
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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.
CPA - Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.