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    Ep 26: The Most Important Birthdays in Retirement Planning

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    Ep 26: The Most Important Birthdays in Retirement Planning

    Description: There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. …

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    Ep 24: Money Bias

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    Ep 24: Money Bias

    On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing and retireme …

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    Ep 22: Handling Unreasonable Requests

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    Ep 22: Handling Unreasonable Requests

    Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Subscribe T …

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    Ep 21: Financial Mistakes Couples Make

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    Ep 21: Financial Mistakes Couples Make

    Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up. Subscribe To The Show On Your Favorite App:

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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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    Under the Influence – I Love to Christmas Shop!

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    Under the Influence – I Love to Christmas Shop!

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I love to Christmas shop, and I know I am not alone with this statement!  I love the whole shopping experience.  I love a great girl’s day out with my friends or family.  We have lunch, drink coffee from Starbucks and s …

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    Ep 8: The Family Home

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    Ep 8: The Family Home

    The image of the family home has changed throughout different generations and even today this concept looks different for each family. We get a lot of questions about how the house fits into retirement plans. From downsizing to reverse mortgages to passing the home down to children, let’s e …

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