Blind Spots

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Welcome to Blind Spots, a podcast where we help you fill the gap between what you want to do with your money and what you actually do. We are professional investors, writers, and financial planners helping you navigate the complexities of finance to optimize what you can control and cut out the rest. Join your hosts Nik Schuurmans and Erin Varghese as we discuss the questions and nuances surrounding everyday money management

Pure Portfolios


    • Aug 8, 2024 LATEST EPISODE
    • every other week NEW EPISODES
    • 24m AVG DURATION
    • 86 EPISODES


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    Latest episodes from Blind Spots

    Happy Half Hour: Navigating Politics, Market Resilience, and Committee Chaos with Toby and Nik

    Play Episode Listen Later Aug 8, 2024 25:56


    In today's video, "Happy Half Hour: Navigating Politics, Market Resilience, and Committee Chaos with Toby and Nik," we dive deep into the latest trends and statistics in finance and economics.Join us as we discuss the impact of political events on markets, the importance of long-term investment strategies, and the quirks of committee dynamics. We also explore how current headlines and economic data influence market behavior.Don't miss out on these insights that can help you make informed financial decisions. Watch now and join the conversation!

    July 2024 Market Commentary

    Play Episode Listen Later Aug 2, 2024 19:50


    Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging a massive 10%+ rally, while U.S. large cap stocks were essentially flat. Could this be the start of the great reversal?    If you want to dig deeper you can watch July's market commentary video. Chief Investment Officer, Nik Schuurmans, covers U.S. small cap stocks (finally) breaking out, lack of volatility, and what current valuations could mean for future returns.    What does historically stretched valuations and eerily calm markets mean for investors?

    Financial Advisors React to Current Headlines I Blind Spots Podcast

    Play Episode Listen Later Jul 24, 2024 26:15


    Welcome back to another episode of Blind Spots! In today's episode, titled "Financial Advisors React to Current Headlines," we dive deep into the latest data points and statistics in the world of finance, economics, and financial planning. Join us as we explore topics like state tax burdens, the rising costs of childcare, digital payment trends, and the impact of social media on investment decisions. We also discuss why understanding your financial landscape is crucial for effective planning. Don't miss out on these insights that can help you make informed financial decisions. Watch now and join the conversation! 

    Unpacking Economic Perceptions, Media Influence, and Diversified Investing | Blind Spots Podcast

    Play Episode Listen Later Jul 17, 2024 24:17


    In this episode, we dive into a recent survey showing that 50% of Americans believe stocks are down this year, and 56% think we're in a recession. Nik and Toby explore the reasons behind these misconceptions, the impact of negative news, and the importance of independent thinking.

    Understanding Estate Taxes: Strategies to Reduce Your Burden

    Play Episode Listen Later Jul 10, 2024 17:53


    Welcome to another episode of Blind Spots! Today, we're diving into strategies to mitigate estate taxes, often referred to as the "death tax." We'll cover both federal and state-level estate taxes, provide examples, and discuss practical ways to reduce estate taxes to protect your assets. Learn about thresholds, gifting, charitable contributions, and more. Don't miss this informative session to help you plan effectively for the future.

    Preparing for Retirement: Balancing Life Beyond Work

    Play Episode Listen Later Jul 3, 2024 22:44


    Welcome back to another episode of Blind Spots! Today, we're diving into retirement preparation, focusing on balancing life beyond your working years. Inspired by a thought-provoking quote, we explore the importance of diversifying your life portfolio. From financial readiness to embracing new hobbies and maintaining social connections, we discuss essential strategies for a fulfilling retirement. Join us as we share insights on staying active, volunteering, lifelong learning, and more to ensure a prosperous and happy retirement.

    Introducing Kids to Money | Happy Half Hour

    Play Episode Listen Later Apr 24, 2024 25:59


    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Happy Half Hour, Toby Weber and Nik Schuurmans discuss teaching young kids about money, delayed gratification, Bitcoin price movements, and the resilience of Gold.

    Big F.O.M.O. | Happy Half Hour

    Play Episode Listen Later Apr 2, 2024 27:11


    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Happy Half Hour with Toby, we discuss mid-career reinvention, S&P 500 FOMO, Bitcoin's supply & demand imbalance, and managing concentrated stock positions.

    5 Investment Mistakes to Avoid if You're Retiring in 2024

    Play Episode Listen Later Mar 21, 2024 32:44


    Join us as we explore the common pitfalls that retirees should sidestep in today's dynamic investment environment. Gain actionable advice and expert tips to fortify your retirement portfolio and make informed financial decisions. Whether retirement is on the horizon or you're already enjoying it, this episode is a must-listen for securing your financial future.

    Is it Time to Hire a Financial Advisor? | Simple Money

    Play Episode Listen Later Mar 8, 2024 24:21


    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode, we dive deep into the question that many working professionals grapple with: "Is it time to hire a financial advisor?" Whether you're uncertain about navigating your financial journey or simply want to ensure you're on the right track, this episode is tailored for you. We debunk common misconceptions surrounding financial advisors, address the barriers to entry that often deter individuals from seeking professional guidance, and provide clear indicators of when it's time to have that crucial conversation with a financial professional. Tune in as we explore the signs that indicate the need for professional financial advice, empowering you to make informed decisions about your financial future. If you're pondering whether to take the next step in securing your financial well-being, this episode is a must-listen.

    Real Estate Insights and Mortgage FAQs Ft. Kevin Hanna

    Play Episode Listen Later Feb 27, 2024 56:25


    Should Taxes Be an Afterthought? | Happy Half Hour with Toby Weber

    Play Episode Listen Later Feb 21, 2024 25:20


    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this week's Happy Half Hour, Nik Schuurmans and Toby Weber discuss how taxes fit into the financial planning process, the Bitcoin ETFs price action post-SEC approval, and proper sauna etiquette.

    The Top 3 Overrated Personal Finance Concepts

    Play Episode Listen Later Feb 13, 2024 22:38


    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In the latest episode of Blind Spots, Nik Schuurmans and Erin Varghese discuss the top 3 overrated and underrated ideas in personal finance. They include student loans, the FIRE movement, and life partners. Listen to find out what list these are on. ✏️ Book Referenced: https://www.amazon.com/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG

    Where Do You Get Financial Advice?

    Play Episode Listen Later Feb 1, 2024 17:53


    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. Join us in the latest episode of "Blind Spots" as we delve into the pitfalls of seeking financial advice from your social circle or social media. Discover why these seemingly convenient sources may not always offer the most reliable guidance for your financial journey.

    How to Set Financial Goals in 2024 | Simple Money

    Play Episode Listen Later Jan 26, 2024 35:00


    2024 Election & Markets

    Play Episode Listen Later Jan 17, 2024 15:27


    Is Bitcoin the New Gold? | Happy Half Hour with Toby Weber

    Play Episode Listen Later Jan 12, 2024 29:44


    Is Dividend Investing Still a Thing? | Happy Half Hour with Toby Weber

    Play Episode Listen Later Dec 21, 2023 26:01


    In this episode of Happy Half Hour with Toby, we discuss the merits & drawbacks of dividend investing, which stock could be a hold for 10+ years, and holiday reflections.  We hope you enjoy the informal market banter from Toby and Nik. Have a topic you want Toby and Nik to discuss?  Let us know in the YouTube comments or shoot us a note at insight@pureportfolios.com. Happy Holidays! w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Rich vs. Wealthy

    Play Episode Listen Later Dec 8, 2023 18:08


    w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Not Your Grandpa's REIT | Happy Half Hour with Toby Weber

    Play Episode Listen Later Nov 29, 2023 26:58


    Join Toby and Nik, self-proclaimed nobodies, as they dive into the dynamic world of markets and finance. In this podcast, they bring you insights, discussions, and a sprinkle of humor as they explore various asset classes and market trends. From sharing their perspectives to answering burning questions, Toby and Nik cover it all. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Top 5 Financial Challenges for Retirees

    Play Episode Listen Later Nov 15, 2023 18:43


    Join us on the latest episode of Blind Spots as we delve into the most prevalent issues that retirees encounter. In a surprising twist, financial challenges didn't take the spotlight. Tune in this week as we explore the top financial hurdles faced by retirees and uncover effective strategies to steer clear of them. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    I've Got 99 Problems & Retirement is One

    Play Episode Listen Later Nov 2, 2023 23:22


    In this episode of Blind Spots we discuss the struggles retirees are facing. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Why Do We Own Fixed Income? | Happy Half Hour with Toby Weber

    Play Episode Listen Later Oct 20, 2023 29:40


    In this episode of Happy Half Hour, Toby and Nik discuss the merits of owning bonds, the seven stocks driving U.S. large cap returns, engaging in hot political talk, investing mentors, and more.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Secret to Keeping Wealth

    Play Episode Listen Later Oct 13, 2023 22:10


    In this episode of Blind Spots we discuss the simple formula to keeping wealth; it might be easier than you think! If you haven't seen the first episode in this mini series, check out The Secret to Building Wealth. Blogs Referenced: - https://www.pureportfolios.com/retirees-more-is-the-enemy-of-enough/ - https://www.pureportfolios.com/what-is-your-enough/ w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    How Higher Interest Rates Affect Your Taxes

    Play Episode Listen Later Oct 6, 2023 21:52


    In this episode, we discuss the impact of higher interest rates on taxes. We explored how different forms of fixed income are taxed, how higher tax brackets can affect social security and Medicare, and provide tips on mitigating your tax liability. This episode aims to provide investors with a deeper understanding of the relationship between interest rates and taxes. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Magnificent 7: Too Expensive? | Happy Half Hour with Toby Weber

    Play Episode Listen Later Sep 15, 2023 23:04


    Toby Weber and Nik Schuurmans discuss future prospects for the Magnificent 7 (tech stocks), valuation and future returns, what young adults should focus on financially, and how to run planning scenarios before making big money decisions. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Secret to Building Wealth

    Play Episode Listen Later Sep 8, 2023 20:51


    In this episode of Blind Spots we discuss the simple formula to building wealth; it might be easier than you think! w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Die with Zero: Get All You Can From Your Money & Life

    Play Episode Listen Later Aug 24, 2023 21:55


    In this podcast episode, we explore the book "Die with Zero" by Bill Perkins, which challenges traditional notions of saving and delayed gratification. We discuss how you can focus on maximizing experiences and fulfillment in life, rather than just accumulating wealth. This thought-provoking book prompts listeners to reconsider their financial priorities and embrace a mindset of living fully in the present. - Book Summary: https://aliabdaal.com/book-notes/die-with-zero/ - Read the Book: https://www.amazon.com/Die-Zero-Getting-Your-Money/dp/0358567092/ref=sr_1_1?hvadid=598656813559&hvdev=c&hvlocphy=9032951&hvnetw=g&hvqmt=e&hvrand=15959636809349914902&hvtargid=kwd-1834690199912&hydadcr=15529_13558536&keywords=die+with+zero+by+bill+perkins&qid=1692920924&sr=8-1 w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Diderot Effect: How to Stop Overconsumption & Impulse Spending

    Play Episode Listen Later Aug 18, 2023 23:56


    The Diderot Effect says that buying something new can set off a cycle of consumption. For example, buying a new house often leads to purchasing new appliances, furniture, and décor. We end up purchasing items we never would have bought without buying a new home. In this episode of Blind Spots, Erin Varghese and Nik Schuurmans discuss the history of the Diderot and how we can apply the concept to money, time, and lifestyle habits.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Happy Half Hour with Toby Weber

    Play Episode Listen Later Aug 11, 2023 25:31


    In this episode of Blind Spots, Toby Weber & Nik Schuurmans discuss the indebted U.S. consumer, corporate earnings, valuation, and summer plans. We hope you enjoy this new financial market-centric format! w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Your Money Script Matters

    Play Episode Listen Later Aug 3, 2023 21:12


    In this episode of Blind Spots we discuss "money scripts" and how your personal experiences affect the way you view money.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    How to Break the Stock Broker Mindset Pt. 2

    Play Episode Listen Later Jul 20, 2023 20:53


    The stock broker mindset is heavy in human intuition and reactionary investment decisions. In this episode of Blind Spots we unpack Pure Portfolios' process for framing risk, making portfolio changes, and keeping client's emotion in-check during difficult market environments. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Should Retirees Invest Like 30 Year-Olds?

    Play Episode Listen Later Jul 13, 2023 35:31


    Read the article here: https://www.wsj.com/articles/it-isnt-just-boomers-lots-of-older-americans-are-stock-obsessed-ca069e1a w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    How to Break the Stock Broker Mindset

    Play Episode Listen Later Jun 28, 2023 23:05


    w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    3 Investment Lessons from 2022

    Play Episode Listen Later Jun 21, 2023 18:57


    w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    4 Things to Consider If You Want to Retire Early

    Play Episode Listen Later Jun 16, 2023 19:42


    40+ years ago, retiring early wasn't really a thing. It was common for our parents and grandparents to work into their late 60's and 70's without blinking an eye. Today, many are looking to exit the rat race and retire much sooner. In this episode of Blind Spots, we outline 4 things you should consider if you want to retire early. Early Retirees: Save Money on Healthcare & Reduce Taxes: https://spotifyanchor-web.app.link/e/nVyIeimmGAb w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Fear and Greed: Unlocking your True Risk Profile

    Play Episode Listen Later Jun 8, 2023 22:15


    Take our risk questionnaire here to find YOUR risk tolerance: https://pro.riskalyze.com/embed/d327e5551ae52a01fe3a It's easy to be a risk seeking investor when the market goes up. It's a different story when markets are tanking. How can we balance the euphoria of gains with the pain of losses? In this episode of Blind Spots, we discuss the key to building a successful investment program; identifying your risk tolerance & risk capacity. In our opinion, an investors willingness to seek or shun risk should have little to do with the daily swings of the market. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Bias Effect: How Cognitive Biases Shape Financial Planning

    Play Episode Listen Later Jun 1, 2023 24:14


    In the world of investing, success is often determined by the decisions we make. However, our decisions are not always as rational as we would like to believe. In this episode of Blind Spots, we discover how biases distort our perception, influence thinking, and potentially lead to irrational behavior. Tune in to gain insights into 3 financial planning biases and discover how they can impact your decision-making process. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Bias Effect: How Cognitive Biases Shape Investment Success

    Play Episode Listen Later May 25, 2023 23:28


    In the world of investing, success is often determined by the decisions we make. However, decisions are not always as rational as we would like to believe. In this episode of Blind Spots we discover how biases distort our perception, influence thinking, and amplify our fear of losses. We discuss practical strategies to navigate these biases and make smarter investment choices. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Post Career Considerations

    Play Episode Listen Later May 12, 2023 16:16


    You've retired (or about to retire). You've been meticulous about crunching the numbers and feel confident your money will last. However, have you thought about what you're going to be doing at 10am on a random Tuesday? In this episode of Blind Spots, we discuss lifestyle goals, bucket lists, passion hobbies, and more. We unpack the soft side of retirement that no one is talking about.   w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable

    The Dark Side of Retirement

    Play Episode Listen Later May 4, 2023 16:53


    w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable

    How to Manage Retirement Distributions

    Play Episode Listen Later Apr 27, 2023 16:40


    You've spent a lifetime saving and investing. It's time to take distributions from your retirement nest egg. In this episode of Blind Spots, we discuss the order of operation for taking tax-efficient retirement withdrawals.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable

    The Silent Killer of Retirement Plans

    Play Episode Listen Later Apr 20, 2023 11:33


    It's a parents' natural instinct to want to help their children, but when does financial assistance go too far? We offer insight on how you can financially help a family member, while keeping your retirement plan on the rails.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable

    Worse than the Financial Crisis

    Play Episode Listen Later Apr 14, 2023 21:55


    Does it feel like market sentiment is worse now than it was during the Financial Crisis? That's because it is.  In this week's episode of Blind Spots, we discuss the explosion of pessimism, market propaganda, and filtering through the noise to stay grounded in reality.    w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable

    How to Make Objective Financial Decisions

    Play Episode Listen Later Apr 6, 2023 21:06


    Are you feeling overwhelmed by financial decisions? This is quite common, especially for retirees.  In this episode of Blind Spots, we discuss building a framework for making better money decisions.  It starts with clearly identifying the game you are playing. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable

    What Does My Advisor Do All Day?

    Play Episode Listen Later Mar 30, 2023 30:11


    Do you wonder what your advisor does day in, day out? The answer is highly dependent on where the advisor works. Fortunately, we've worked on both sides of financial services. We uncover the huge difference in daily behaviors between Wall Street vs. independent advisors.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Bull vs. Bear Part 2

    Play Episode Listen Later Mar 15, 2023 17:26


    Toby Weber and Nik Schuurmans get together to talk equity markets, bonds, and personal investment styles in this informal back and forth. This is a great opportunity to see a different side of Pure's investment team in a relaxed and casual setting. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    Bull vs. Bear Part 1

    Play Episode Listen Later Mar 8, 2023 24:20


    Toby Weber and Nik Schuurmans get together to talk equity markets, bonds, and personal investment styles in this informal back and forth. This is a great opportunity to see a different side of Pure's investment team in a relaxed and casual setting. w. pureportfolios.com  p. 1 (877) 261-0015  e. insight@pureportfolios.com   Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    The Cost of Doing Nothing

    Play Episode Listen Later Feb 22, 2023 19:46


    Oxford Languages defines opportunity cost as "the loss of potential gain from other alternatives when one alternative is chosen." In simple terms, there's a price to pay for every decision you make. In this week's episode of Blind Spots, we talk about financial decisions that could make you feel better, but come at not-so-obvious steep price. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

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