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Under the Influence – When a Guest Becomes an Unwanted Tenant

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Under the Influence – When a Guest Becomes an Unwanted Tenant

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I have written several times about my family dynamics and some of the things I encountered when my grandparents passed away 5 years ago.  I felt this blog entry was of significant importance to write about.

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Ep 7: Mailbag!

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Ep 7: Mailbag!

During the first half of the show the group discusses a considerations if you’re going to relocate for retirement. In the second half of the show, Jeff opens up fan mail and reads questions that have been sent in since Armstrong Purselley began their podcasts, including how to deal with mouth breathing supervisors…. Subscribe To The Show On Your Favorite App:

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How to Make Charitable Giving Part of Your Financial Plan

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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Ep 6: Crucial Estate Planning Questions to Ask

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Ep 6: Crucial Estate Planning Questions to Ask

The team is joined by special guest and estate planning attorney, Cindy Moon, who intimidates Brian so much that he refused to be a part of this podcast. Cindy answers some important questions everyone needs to ask themselves about their estate plan, and the ramifications of not having these estate planning questions addressed. Subscribe To The Show On Your Favorite App:

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Under the Influence – My Personal Experience with a Reverse Mortgage

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Under the Influence – My Personal Experience with a Reverse Mortgage

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My grandparents raised me in a tiny 2 bedroom, 1 bathroom home.  My great-grandfather, Ernest, built this house when he came home from World War II.  Lucile, my great grandmother, decided about 35 years ago to finally gift this house to my grandparents, Glen and Janet, as part of their inheritance.

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Ep 5: I Don’t Have A Plan, I’ll Figure It Out In Retirement

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Ep 5: I Don’t Have A Plan, I’ll Figure It Out In Retirement

There are some people that just like to wing it when it comes to any type of planning. It could be vacations, moving, big purchases, you name it. However, when charting your course to retirement, trying to figure out your retirement plan once you’re ready to retire is not the best route. Today we talk about the big components that make up a retirement plan and why you should not procrastinate getting a plan together. Subscribe To The Show On Your Favorite App:

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Under the Influence – 7 Rings

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Under the Influence – 7 Rings

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor While top-rated pop star Ariana Grande’s song “7 Rings” talks about complete self-indulgence, it’s not sound financial advice. 

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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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Ep 4: Turning Back Time and Planning for the Future

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Ep 4: Turning Back Time and Planning for the Future

We all wish we had a personal time machine to go back and do things a little bit differently. But when it comes to planning for retirement, it’s not too late to make changes that could set you up for a better future. Those changes start with building a solid income plan, and that is our focus for this week’s show. Along with time travel…. Subscribe To The Show On Your Favorite App:

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Ep 3: Finding Hidden Gems in Your Retirement Plan

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Ep 3: Finding Hidden Gems in Your Retirement Plan

If you’re like many others, you may have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.

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