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You’ve Got This Babe – Good is the Enemy of Greatness

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 …

Ep 23: You’ve Got This Babe – Late Bloomer

 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 …

You’ve Got This Babe – Late Bloomer

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. 

Ep 19: You’ve Got This Babe – Learn to Say No

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. …

You’ve Got This Babe – Learn to Say No

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 …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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