Ep 13: Tax Planning

Author Jim Collins is well known for his quote, “good is the enemy of greatness.” This quote can be applied to many different facets of our lives and encourages us to never settle for just good enough. In this episode, we specifically discuss how women can apply this line of thinking to the …

 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 …

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. …

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:

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 spous …

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:

Back by popular demand, we are answering mailbag questions that have come into the show. A few topics of discussion include how much to save in an emergency fund, what to do with your 401(k) money after you retire, and rebuilding your finances after a divorce. Subscribe To The Show On Your …

Today we are joined by Stephen Miller who is the newest member of the Armstrong and Purselley Wealth Management Group. As we are heading into tax season, we thought this would be a great opportunity to introduce Stephen and review some of the changes that were made and how they might impact …

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in …

We are joined today by Jamie Hopkins who is the Director of Retirement Research at Carson Group. Jamie helps us tackle a rather broad topic today which is how we can quantify the value of an advisor. So in order to address this issue, we look at a few notable studies that explain what the …