To Retirement and Beyond

Money doesn’t have to be complicated. After all, it’s not rocket science.

Welcome to Armstrong Purselley’s podcast, ‘To Retirement And Beyond’ with Owners, Co-Founders & Wealth Advisors Brian Armstrong and Shawndi Purselley.

This show will help clarify some of financial planning’s biggest questions, give you advice in common language, and show you how to build an effective game plan to work towards your retirement goals.

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More Episodes, Show Notes & Resources:


Ep 25: You’ve Got This Babe – Good Is The Enemy Of Greatness

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 …

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 …

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. …

Ep 17: You’ve Got This, Babe! Caregiving and Care Receiving for Women

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 …

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:

Ep 15: Mailbag – How Much Should I Save In My Emergency Fund?

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 …

Ep 13: Tax Planning

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 …

Ep 12: You’ve Got This, Babe! Becoming More Involved in Financial Decisions

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 …

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