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. Contact: https://www.armstrongpurselley.com/ 817-952-7260
May 4, 2022
19 min
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 their careers, households, and finances. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Mar 29, 2022
23 min
On this episode, we’ll breakdown 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 retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control. CNBC Article: https://cnb.cx/36OI8nO Contact: https://www.armstrongpurselley.com/ 817-952-7260
Mar 18, 2022
21 min
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. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Mar 10, 2022
20 min
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. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Jan 4, 2022
17 min
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. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Oct 12, 2021
23 min
Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Aug 31, 2021
19 min
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. On today's show, we talk about the art of saying no, steps to put your well-being first, and how to incorporate these practices into your financial life. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Aug 16, 2021
21 min
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. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Jul 20, 2021
18 min
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 spouse, or family member. But what happens when the caregiver needs assistance for herself? On today's show, we discuss different long term care options and why the role of the caregiver falls to so many women. Contact: https://www.armstrongpurselley.com/ 817-952-7260
Jul 8, 2021
22 min
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