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 11: Advice Matters With Jamie Hopkins

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 …

Ep 10: Following the Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. Subscribe To The Show On Your Favorite App:

Ep 9: Financial Forecasting

There are plenty of financial lessons to be learned from almost every area of life. And since the Weather Channel is everyone’s favorite station to let play in the background for hours at a time, let’s see what we can learn about retirement planning from the world of weather. Subscribe To T …

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 …

Ep 7: Mailbag!

During the first half of the show the group discusses a considerations if you’re going to relocate for retirement. In the second half of the show, Jeff opens up fan mail and reads questions that have been sent in since Armstrong Purselley began their podcasts, including how to deal wi …

Ep 6: Crucial Estate Planning Questions to Ask

The team is joined by special guest and estate planning attorney, Cindy Moon, who intimidates Brian so much that he refused to be a part of this podcast. Cindy answers some important questions everyone needs to ask themselves about their estate plan, and the ramifications of not having thes …

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 rou …

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 …

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 …

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