Best Toretirementandbeyond Podcasts (2024)

1
Ep 26: The Most Important Birthdays In Retirement Planning 19:14

2y ago19:14

19:14

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…

1
Ep 25: You've Got This Babe - Good Is The Enemy Of Greatness 23:54

2y ago23:54

23:54

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.…

1
Ep 24: Do You Have A Money Bias? And How Much Is It Costing You? 21:27

2y ago21:27

21:27

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 spe…

1
Ep 23: You've Got This Babe - Late Bloomers 20:40

2y ago20:40

20:40

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…

1
Ep 22: Handling Unreasonable Requests 17:41

2+ y ago17:41

17:41

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…

1
Ep 21: Financial Mistakes Couples Make 23:15

2+ y ago23:15

23:15

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

1
Ep 20: What Retirement Are You Living For? 19:53

2+ y ago19:53

19:53

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

1
Ep 19: You've Got This Babe - Learn To Say No 21:42

2+ y ago21:42

21:42

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…

1
Ep 18: You've Got This Babe - Women & Their Spending Personalities 18:51

3y ago18:51

18:51

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

1
Ep 17: You've Got This Babe - Caregiving & Care Receiving For Women 22:31

3y ago22:31

22:31

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 ne…

1
Ep 16: Not Your Father's Retirement 21:02

3y ago21:02

21:02

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. Contact: https://www.armstrongpurselley.com/ 817-952-7260

1
Ep 15: Mailbag - How Much Should I Save In My Emergency Fund? 26:20

3y ago26:20

26:20

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 rebuiliding your finances after a divorce. Contact: https://www.armstrongpurselley.com/ 817-952-7260…

1
Ep 14: Retirement Planning For Business Owners 23:41

3y ago23:41

23:41

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues on today's show. Contact: https://www.armstrongpurselley.com/ 817-952-7260

1
Ep 13: Tax Planning 31:33

3y ago31:33

31:33

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 this year and how they might impact you. Contact: Stephen's Website: http://www.apmt…

1
Ep 12: You've Got This Babe 23:09

3y ago23:09

23:09

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 the minutia. But we’ve heard countless stories of why this …

1
Ep 11: Advice Matters With Jamie Hopkins 22:58

3y ago22:58

22:58

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 4 pillars of value are and how you can use them to evaluate …

1
Ep 10: Following The Financial Commandments 19:27

3+ y ago19:27

19:27

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. Contact: https://www.armstrongpurselley.com/ 817-952-7260

1
Ep 9: Financial Forecasting 21:50

3+ y ago21:50

21:50

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. Contact: https://www.armstrongpurselley.com/ 817-952-7260…

1
Ep 8: The Family Home 26:10

3+ y ago26:10

26:10

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 explore some of the top retirement questions that you may ha…

1
Ep 7: Mailbag! 20:48

3+ y ago20:48

20:48

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 with mouth breathing supervisors.... Contact: https://www.armstrong…

1
Ep 6: Crucial Estate Planning Questions to Ask 31:09

3+ y ago31:09

31:09

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 these estate planning questions addressed. Contact: https://www…

1
Ep 5: I Don't Have A Plan, I'll Figure It Out In Retirement 17:42

3+ y ago17:42

17:42

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 retirem…

1
Ep 4: Turning Back Time And Planning For The Future 21:42

4y ago21:42

21:42

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... Contact:…

1
Ep 3: Hidden Gems In Your Retirement Plan 17:57

4y ago17:57

17:57

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. Contact: https://…

1
Ep 2: Planning Too Much For Vacation And Too Little For Retirement 21:15

4y ago21:15

21:15

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 can retirement? The team will talk about favorite vacations and also some of the parallels between that diligent vacation preparation and what it can help teach us about getting ready for retirement. Contac…

1
Ep 1: Getting To Know The Armstrong Purselley Team 17:34

4y ago17:34

17:34

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 y…

Podcasts Worth a Listen

Toretirementandbeyond Podcasts

Podcasts Worth a Listen

1
To Retirement And Beyond

Brian Armstrong & Shawndi Purselley

1
Ep 26: The Most Important Birthdays In Retirement Planning 19:14

1
Ep 25: You've Got This Babe - Good Is The Enemy Of Greatness 23:54

1
Ep 24: Do You Have A Money Bias? And How Much Is It Costing You? 21:27

1
Ep 23: You've Got This Babe - Late Bloomers 20:40

1
Ep 22: Handling Unreasonable Requests 17:41

1
Ep 21: Financial Mistakes Couples Make 23:15

1
Ep 20: What Retirement Are You Living For? 19:53

1
Ep 19: You've Got This Babe - Learn To Say No 21:42

1
Ep 18: You've Got This Babe - Women & Their Spending Personalities 18:51

1
Ep 17: You've Got This Babe - Caregiving & Care Receiving For Women 22:31

1
Ep 16: Not Your Father's Retirement 21:02

1
Ep 15: Mailbag - How Much Should I Save In My Emergency Fund? 26:20

1
Ep 14: Retirement Planning For Business Owners 23:41

1
Ep 13: Tax Planning 31:33

1
Ep 12: You've Got This Babe 23:09

1
Ep 11: Advice Matters With Jamie Hopkins 22:58

1
Ep 10: Following The Financial Commandments 19:27

1
Ep 9: Financial Forecasting 21:50

1
Ep 8: The Family Home 26:10

1
Ep 7: Mailbag! 20:48

1
Ep 6: Crucial Estate Planning Questions to Ask 31:09

1
Ep 5: I Don't Have A Plan, I'll Figure It Out In Retirement 17:42

1
Ep 4: Turning Back Time And Planning For The Future 21:42

1
Ep 3: Hidden Gems In Your Retirement Plan 17:57

1
Ep 2: Planning Too Much For Vacation And Too Little For Retirement 21:15

1
Ep 1: Getting To Know The Armstrong Purselley Team 17:34

Quick Reference Guide