Blind Spots

The end of the year is a great time to evaluate your finances, track your goals, and look forward to the year ahead with confidence. In this week's episode of Blind Spots we discuss important areas to focus as you wrap up the year. Ring in the new year with  confidence that your finances are in order and you're tracking towards your goals.

w. pureportfolios.com 

p. 1 (877) 261-0015 

e. [email protected]  

Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Between social media, news channels and our inner circle, we are constantly inundated with information. Developing an information filter to decipher who to listen to, and what is outside noise is is important skill especially when it comes to your investments. In this week's episode we discuss the framework for building an information filter and how you can level up from being a good investor to a great investor.

w. pureportfolios.com 

p. 1 (877) 261-0015

e. [email protected]  

Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

You've planned for retirement, stress tested your plan, and saved every penny, but there's a common mistake that many retirees make.   

w. pureportfolios.com 

p. 1 (877) 261-0015 

e. [email protected]  

Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Many people ask, "What makes a good investor?". In this week's episode of Blind Spots we dive into what makes a terrible investor. Listen to this episode to find out if you do any of these things! 

 w. pureportfolios.com 

p. 1 (877) 261-0015 

e. [email protected]  

Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

You've worked your entire life to build your wealth and grow your balance sheet. Now it's time to retire and enjoy the fruits of your labor. In this week's episode of Blind Spots we discuss the mindset shift you need from working to retirement.

w. pureportfolios.com

p. 1 (877) 261-0015

e. [email protected]

Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

What is your enough? How do you know you've found it? In this episode of Blind Spots we break down how to define and find your "enough" in retirement. You might be asking the wrong question.  

w. pureportfolios.com 

p. 1 (877) 261-0015 

e. [email protected]  

Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

You can take the advisor out of Wall Street, but can you take Wall Street out of the advisor? Nik Schuurmans and Erin Varghese discuss the issues that can arise while working with a Wall Street advisor. Topics of conflicts of interest, outsized fees, and slick sales people are all on the table in this episode.  

Resources mentioned: 

Violation Tracker - https://www.goodjobsfirst.org/violation-tracker 

The No BS Guide to Evaluating a Financial Advisor - https://www.pureportfolios.com/post/no-bs-guide-to-evaluating-a-financial-advisor  

Portfolio Review - pureportfolios.com/freeportfolioanalysis  

w. pureportfolios.com 

p. 1 (877) 261-0015 

e. [email protected]