By jcarlton
By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor Jim Collins is an author, teacher and researcher. He is an expert on the topic of leadership, discipline and management skills as they relate to entrepreneurs and corporations. I decided I wanted to try to apply Colli …
By jcarlton
We can often feel pressure to have everything figured out early in life, but it’s important to step back and realize we are not in a race. On today’s show, Shawndi will tell us her story of becoming a business owner in her late 30’s and some advice to other late bloomers …
By jcarlton
By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor Many of us didn’t naturally start off life good at everything (or maybe at anything). Don’t get discouraged and know you can become financially successful at any age.
By jcarlton
We find that many women have trouble telling people no in many aspects of life. Whether it’s giving money to children, or taking care of a family member, many women worry about disappointing those around them and will put themselves in uncomfortable situations for the sake of others. …
By jcarlton
By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor As a woman, when was the last time you said no to someone, or said yes to your own detriment? I know that many times I have said yes to loaning money to a friend or family member, volunteering, to large family purchas …
By jcarlton
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: