Blog

Filter Blog by:
Ep 5: I Don’t Have A Plan, I’ll Figure It Out In Retirement

Blog

Ep 5: I Don’t Have A Plan, I’ll Figure It Out In Retirement

There are some people that just like to wing it when it comes to any type of planning. It could be vacations, moving, big purchases, you name it. However, when charting your course to retirement, trying to figure out your retirement plan once you’re ready to retire is not the best route. Today we talk about the big components that make up a retirement plan and why you should not procrastinate getting a plan together. Subscribe To The Show On Your Favorite App:

Read More
Under the Influence – 7 Rings

Blog

Under the Influence – 7 Rings

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor While top-rated pop star Ariana Grande’s song “7 Rings” talks about complete self-indulgence, it’s not sound financial advice. 

Read More
What You Need to Know When Choosing the Right Trustee

Blog

What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

Read More
Ep 4: Turning Back Time and Planning for the Future

Blog

Ep 4: Turning Back Time and Planning for the Future

We all wish we had a personal time machine to go back and do things a little bit differently. But when it comes to planning for retirement, it’s not too late to make changes that could set you up for a better future. Those changes start with building a solid income plan, and that is our focus for this week’s show. Along with time travel…. Subscribe To The Show On Your Favorite App:

Read More
Ep 3: Finding Hidden Gems in Your Retirement Plan

Blog

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.

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

Blog

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.

Read More
Under the Influence – My View from my Home 2020

Blog

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?

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

Blog

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:

Read More
Ep 1: Getting To Know The Armstrong Purselley Team

Blog

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.

Read More
Teaching Kids about Money from Childhood Through Adulthood

Blog

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. 

Read More