Purposeful Planning with Aspen Wealth Management

After decades of saving for retirement, many people focus entirely on accumulation without considering how they'll actually withdraw those funds. In this episode of Purposeful Planning, we explore re…

As summer winds down and college preparations begin, families face important decisions about education funding, school selection, and financial aid. In this episode of Purposeful Planning, we explore…

Medicare decisions can feel overwhelming, but they're among the most essential choices you'll make in retirement. In this episode of Purposeful Planning, we break down the four parts of Medicare, exp…

Restricted Stock Units can be a powerful wealth-building tool for corporate executives, but they come with important decisions about timing, taxes, and portfolio diversification. In this episode of P…

Planning a vacation with your grandchildren can create priceless memories while giving parents some well-deserved time off. In this episode of Purposeful Planning, we explore how to plan multi-genera…

When money isn't an issue, should your teenager still work a summer job? In this episode of Purposeful Planning, we explore why summer employment remains valuable for teens from wealthy families. Fro…

The difference between the Vanderbilt and Rockefeller legacies isn't just about money—it's about preparation. In this episode of Purposeful Planning, we explore how wealthy families can prepare the n…

Our online presence extends far beyond social media in today's digital world. From email accounts and banking apps to photos, music, and even cryptocurrency, we all leave behind a digital footprint. …

Everyone has an estate plan—whether they've created one or the state has one for them by default. In this episode of Purposeful Planning, we demystify some of the more advanced estate planning tools …

Is midlife destined to be a crisis, or can it be a time of positive reflection and renewal? In this episode of Purposeful Planning, we explore how to transform the traditional "midlife crisis" into a…

Life's big moments, like marriage and having children, are exciting milestones. These milestones do require thoughtful financial planning. In this episode of Purposeful Planning, we explore essential…

We all know compounding can grow our wealth over time, but what about applying this powerful principle to other areas of our lives? In this episode of Purposeful Planning, we explore how the concept …

Money talks can make or break relationships, but many couples struggle to find the right balance. In this episode of Purposeful Planning, we explore how couples can build stronger financial communica…

Is tax efficiency driving your investment decisions? In this episode of Purposeful Planning, we explore how to balance tax minimization with wealth building. From retirement accounts to tax-loss harv…

When you’ve been diligently saving for your child’s or grandchild’s education, having extra money left in a 529 plan might seem like a good problem to have—but it’s still a problem that needs solving…

As the year wraps up, it’s time to check more than just your holiday gift list. In today’s episode of Purposeful Planning, we’re diving into essential year-end financial tasks to keep your financial …

What if being thankful could make your retirement happier, healthier, and even wealthier? In today’s episode of Purposeful Planning, we’re diving into the power of gratitude and how practicing thankf…

Thinking about ways to set your grandkids up for a brighter future? In this episode of Purposeful Planning, we dive into options for grandparents who want to provide financial support, whether it’s f…

In this episode of Purposeful Planning, we’re diving into a topic that may make investors feel like they’re on a rollercoaster: market volatility. When the market takes unexpected dips and rises, it …

With online scams becoming more sophisticated—thanks in part to advances in AI—staying safe online has never been more critical. In this episode of Purposeful Planning, we dive into updated tips and …