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Purposeful Planning with Aspen Wealth Management - Podcast

Purposeful Planning with Aspen Wealth Management

Learn, get inspired, and feel empowered about your financial life. Hear short tips about money management and true stories about the impact of financial planning on securing stability and financial freedom. At Aspen Wealth, we offer fee-only, customized tax and financial planning services to individuals, families, and small business owners.

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Investing Business Money Psychology
Update frequency
every 8 days
Average duration
2 minutes
Episodes
522
Years Active
2020 - 2025
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How to Build an Emergency Fund, Part 1

How to Build an Emergency Fund, Part 1

Building an emergency fund that you can tap into when life throws you curveballs can turn what would otherwise feel like a major blow into a fairly minor inconvenience. This series covers what an eme…

00:02:22  |   Mon 19 Apr 2021
5 Tips for Spring Cleaning Your Finances, Part 5

5 Tips for Spring Cleaning Your Finances, Part 5

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once…

00:01:56  |   Fri 16 Apr 2021
5 Tips for Spring Cleaning Your Finances, Part 4

5 Tips for Spring Cleaning Your Finances, Part 4

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once…

00:01:22  |   Thu 15 Apr 2021
5 Tips for Spring Cleaning Your Finances, Part 3

5 Tips for Spring Cleaning Your Finances, Part 3

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once…

00:01:33  |   Wed 14 Apr 2021
5 Tips for Spring Cleaning Your Finances, Part 2

5 Tips for Spring Cleaning Your Finances, Part 2

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once…

00:01:08  |   Tue 13 Apr 2021
5 Tips for Spring Cleaning Your Finances, Part 1

5 Tips for Spring Cleaning Your Finances, Part 1

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once…

00:01:44  |   Mon 12 Apr 2021
Helpful Tips to Develop and Practice Personal Resilience, Part 5

Helpful Tips to Develop and Practice Personal Resilience, Part 5

Welcome back to part 5 of our series on developing and practicing personal resilience. Today we’ll wrap up our discussion by talking about how to be optimistic and stay the course.


If you missed any o…

00:01:15  |   Fri 09 Apr 2021
Helpful Tips to Develop and Practice Personal Resilience, Part 4

Helpful Tips to Develop and Practice Personal Resilience, Part 4

Yesterday we covered the importance of getting support and embracing change when it comes to building resilience. 


Today, we will look at several more important elements of resilience—staying healthy,…

00:02:18  |   Thu 08 Apr 2021
Helpful Tips to Develop and Practice Personal Resilience, Part 3

Helpful Tips to Develop and Practice Personal Resilience, Part 3

Hi everyone! In continuing with our series on Developing and Practicing Personal Resilience, today we’ll talk about the importance of getting support and embracing change.


If you missed any of our pas…

00:02:08  |   Wed 07 Apr 2021
Helpful Tips to Develop and Practice Personal Resilience, Part 2

Helpful Tips to Develop and Practice Personal Resilience, Part 2

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our conversation about developing and practicing personal resilience, today we’re going to cover a topic that many people…

00:01:54  |   Tue 06 Apr 2021
Helpful Tips to Develop and Practice Personal Resilience, Part 1

Helpful Tips to Develop and Practice Personal Resilience, Part 1

Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen, and this week, we’re talking about developing and practicing personal resilience, and today we’re diving into the foundatio…

00:02:04  |   Mon 05 Apr 2021
Common Financial Scams and How to Avoid Them, Part 5

Common Financial Scams and How to Avoid Them, Part 5

Welcome back to part 5 of our series on common financial scams and how to avoid them. Today we’ll wrap up our discussion.


If you missed any of our past episodes, you can hear them in your favorite pod…

00:01:34  |   Fri 02 Apr 2021
Common Financial Scams and How to Avoid Them, Part 4

Common Financial Scams and How to Avoid Them, Part 4

Yesterday we covered ways scammers appeal to your need or desire to make money with fake job scams and investment scams.


Today we will cover scams that pull on your heartstrings when criminals pretend…

00:02:09  |   Thu 01 Apr 2021
Common Financial Scams and How to Avoid Them, Part 3

Common Financial Scams and How to Avoid Them, Part 3

Hi everyone! In continuing with our series on common financial scams and how to avoid them, today we are going to look at ways scammers appeal to your need or desire to make money with fake job scams…

00:02:23  |   Wed 31 Mar 2021
Common Financial Scams and How to Avoid Them, Part 2

Common Financial Scams and How to Avoid Them, Part 2

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on common financial scams and how to avoid them, today we’re going to take a look at two ways scammers app…

00:02:19  |   Tue 30 Mar 2021
Common Financial Scams and How to Avoid Them, Part 1

Common Financial Scams and How to Avoid Them, Part 1

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re talking about common financial scams and how to avoid them. Today, we’ll kick off the discussion by d…

00:02:35  |   Mon 29 Mar 2021
Unique Issues Women Face When Planning for Retirement, Part 5

Unique Issues Women Face When Planning for Retirement, Part 5

Welcome back to part 5 of Unique Issues Women Face When Planning for Retirement. Today we’ll wrap up our discussion by looking at the full financial picture.


If you missed any of our past episodes, yo…

00:01:17  |   Fri 26 Mar 2021
Unique Issues Women Face When Planning for Retirement, Part 4

Unique Issues Women Face When Planning for Retirement, Part 4

Yesterday we covered how single living and widowhood affect women’s finances and impact their ability to prepare for retirement properly.


Today we will talk about the importance of financial literacy.


00:01:22  |   Thu 25 Mar 2021
Unique Issues Women Face When Planning for Retirement, Part 3

Unique Issues Women Face When Planning for Retirement, Part 3

Hi everyone! In continuing with our series on unique issues women face when planning for retirement, today we will take a look at the effects of single living and widowhood on women’s finances.


If yo…

00:01:08  |   Wed 24 Mar 2021
Unique Issues Women Face When Planning for Retirement, Part 2

Unique Issues Women Face When Planning for Retirement, Part 2

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion about unique issues women face when planning for retirement, today we’re talking about the significant eff…

00:01:56  |   Tue 23 Mar 2021
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