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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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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Under the Influence – My View from my Home 2020

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Under the Influence – My View from my Home 2020

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My blogs have always focused on how I have been influenced over the years by my own life experiences.  I make a point of using my own personal life as a teaching tool for others.    Today I want to write a different type of blog:  What has 2020 taught me?

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Ep 2: Planning Too Much For Vacation And Too Little For Retirement

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Ep 2: Planning Too Much For Vacation And Too Little For Retirement

Why in the world do we spend so much time planning our summer vacations and so little time preparing for that really big (and long) vacation we call retirement? That’s the question Jeff will pose to Shawndi and Brian on today’s show. We’ll talk about favorite vacations and also some of the parallels between that diligent vacation preparation and what it can teach us about getting ready for retirement. Subscribe To The Show On Your Favorite App:

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Ep 1: Getting To Know The Armstrong Purselley Team

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Ep 1: Getting To Know The Armstrong Purselley Team

Welcome to Armstrong Purselley’s podcast, ‘To Retirement And Beyond’ with Owners, Co-Founders, and Wealth Advisors Brian Armstrong and Shawndi Purselley. The goal of this show is to help clarify some of financial planning’s biggest questions, give you advice in common language, and help to show how to build an effective game plan that aligns with your retirement goals.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Under the Influence – You CAN teach an old dog new tricks!

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Under the Influence – You CAN teach an old dog new tricks!

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I am living proof that an old dog can be taught new tricks.  I know some will say 47 years old is not really old, and I would agree.  However, I learned to do two activities that I definitely should have learned in my youth.   

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Under the Influence – The Cost of Saying Yes

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Under the Influence – The Cost of Saying Yes

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor How to finally stop financially supporting your adult children.  Cutting the cord can be difficult, but if you don’t you could be risking your own financial security and that’s not okay.

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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