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5 Risk Factors to Watch in the Third Quarter of 2021

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5 Risk Factors to Watch in the Third Quarter of 2021

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

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Ep 18: You’ve Got This Babe – Women & Their Spending Personalities

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Ep 18: You’ve Got This Babe – Women & Their Spending Personalities

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different spending personalities we see among women. Subscribe To The Show On Your Favorite App:

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You’ve Got This Babe – Women and Their Spending Personalities

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You’ve Got This Babe – Women and Their Spending Personalities

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor Lord knows I have my share of personalities! However, have you ever considered what your “spending personality” is? I think a person’s spending personality is an important concept to understand. If you can grasp the type of spender you are, then you can focus on changing your bad financial habits. I will be the first to admit that when I was thinking through these, I found that there have been instances when I have exhibited each of these personalities depending on what the circumstances were.

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What to Consider if You Receive the Monthly Child Tax Credit Payments

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What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

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Ep 17: You’ve Got This, Babe! Caregiving and Care Receiving for Women

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Ep 17: You’ve Got This, Babe! Caregiving and Care Receiving for Women

We are living much longer today thanks to modern medicine and technology. While this is certainly a positive development, we also need to be aware that most people will need some assistance with care as they get older. We see that many women take on the role as the caregiver for their spouse, or family member. But what happens when the caregiver needs assistance for herself? On today’s show, we discuss different long term care options and why the role of the caregiver falls to so many women. Subscribe To The Show On Your Favorite App:

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Under the Influence – What are You Willing to Do Today?

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Under the Influence – What are You Willing to Do Today?

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I recently attended an event in which the speaker discussed how to build a legitimate business and become a bona fide businesswoman.   She asked the following question during her presentation: What are you willing to do today? 

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Knowing When to Update Your Estate Plan

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Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

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You’ve Got This Babe – The Female Burden of Caregiving and Care Receiving

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You’ve Got This Babe – The Female Burden of Caregiving and Care Receiving

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My children always tease me that if I upset them while they are young, they will not care for me when I am old.  It’s a running joke of course, but in all seriousness I’d rather my children NOT care for me when I am old. 

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Ep 16: Not Your Father’s Retirement

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Ep 16: Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Subscribe To The Show On Your Favorite App:

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Life Insurance Strategies for Business Owners

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Life Insurance Strategies for Business Owners

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.

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