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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.

Hosted on Acast. See acast.com/privacy for more information.

Investing Business Money Psychology
Update frequency
every 8 days
Average duration
2 minutes
Episodes
522
Years Active
2020 - 2025
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Unique Issues Women Face When Planning for Retirement, Part 1

Unique Issues Women Face When Planning for Retirement, Part 1

While women have made great strides in recent decades when it comes to earning power and access to financial education and resources, they continue to face unique financial challenges when planning f…

00:02:08  |   Mon 22 Mar 2021
What Unclaimed Property Is and Why You Should Care, Part 5

What Unclaimed Property Is and Why You Should Care, Part 5

Welcome back to part 5 of What Unclaimed Property Is and Why You Should Care. Today we’ll finish up our discussion.


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

00:01:08  |   Fri 19 Mar 2021
What Unclaimed Property Is and Why You Should Care, Part 4

What Unclaimed Property Is and Why You Should Care, Part 4

Yesterday we covered the first of several ways to go about locating potential unclaimed property. Today we’ll discuss more specific places you’ll want to check, including the Department of Labor, ins…

00:01:48  |   Thu 18 Mar 2021
What Unclaimed Property Is and Why You Should Care, Part 3

What Unclaimed Property Is and Why You Should Care, Part 3

Hi everyone! In continuing with What Unclaimed Property Is and Why You Should Care, today we’re looking at how to go about finding any unclaimed property that belongs to you.


If you missed any of our …

00:01:26  |   Wed 17 Mar 2021
What Unclaimed Property Is and Why You Should Care, Part 2

What Unclaimed Property Is and Why You Should Care, Part 2

Welcome back to Purposeful Planning with Aspen Wealth Management. Today we’re talking about how property can become unclaimed.


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

00:01:35  |   Tue 16 Mar 2021
What Unclaimed Property Is and Why You Should Care, Part 1

What Unclaimed Property Is and Why You Should Care, Part 1

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week we’re discussing “What Unclaimed Property Is and Why You Should Care.” Today we’ll start out with an explana…

00:01:26  |   Mon 15 Mar 2021
Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 5

Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 5

Welcome back to part 5 of “Reviewing Your Retirement Contributions: Why, When and What to Adjust.” Today we’ll cover the final area of retirement plan contribution adjustments and wrap up our convers…

00:01:45  |   Fri 12 Mar 2021
Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 4

Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 4

Welcome back to our series on reviewing your retirement contributions. Yesterday we covered how often you should review your contributions. Today we’ll talk about the first two things you may want to…

00:01:50  |   Thu 11 Mar 2021
Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 3

Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 3

Hi everyone! In continuing with “Reviewing Your Retirement Contributions: Why, When, and What to Adjust”, today we will look at when and how often you should review your retirement contributions.


If y…

00:01:33  |   Wed 10 Mar 2021
eviewing Your Retirement Contributions: Why, When and What to Adjust, Part 2

eviewing Your Retirement Contributions: Why, When and What to Adjust, Part 2

Welcome back to Purposeful Planning with Aspen Wealth Management. To start off today’s discussion, we’re going to discuss the importance of reviewing your retirement contributions.


If you missed any o…

00:01:38  |   Tue 09 Mar 2021
Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 1

Reviewing Your Retirement Contributions: Why, When and What to Adjust, Part 1

Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan Davis, and this week we’re going to talk about why you should review your retirement contributions, how often you should ch…

00:01:50  |   Mon 08 Mar 2021
Women and the Retirement Crisis, Part 5

Women and the Retirement Crisis, Part 5

Welcome back to part 5 of our series on Women and the Retirement Crisis. Today we’ll wrap up our discussion and recommend some next steps.


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

00:01:52  |   Fri 05 Mar 2021
Women and the Retirement Crisis, Part 4

Women and the Retirement Crisis, Part 4

Yesterday, we started talking about what women can do to overcome the obstacles they face regarding the looming retirement shortfall, despite having the odds stacked against them.


Today, we will discu…

00:02:08  |   Thu 04 Mar 2021
Women and the Retirement Crisis, Part 3

Women and the Retirement Crisis, Part 3

Hi everyone! In continuing with our series on Women and the Retirement Crisis, today we will begin talking about what women can do to overcome the obstacles they face when it comes to the looming ret…

00:01:50  |   Wed 03 Mar 2021
Women and the Retirement Crisis, Part 2

Women and the Retirement Crisis, Part 2

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion about the looming retirement crisis, today we will talk about why women are likely to bear the brunt of th…

00:02:18  |   Tue 02 Mar 2021
Women and the Retirement Crisis, Part 1

Women and the Retirement Crisis, Part 1

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week we’re talking about the retirement crisis that’s facing women and what we can do to meet this challenge.


If y…

00:01:42  |   Mon 01 Mar 2021
Financial Planning Mistakes: Part 5

Financial Planning Mistakes: Part 5

If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.

 

Get this briefing hands-free: Subscribe free to this show as a daily Al…

00:03:34  |   Fri 26 Feb 2021
Financial Planning Mistakes: Part 4

Financial Planning Mistakes: Part 4

If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.

 

Get this briefing hands-free: Subscribe free to this show as a daily Al…

00:01:28  |   Thu 25 Feb 2021
Financial Planning Mistakes: Part 3

Financial Planning Mistakes: Part 3

If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.

 

Get this briefing hands-free: Subscribe free to this show as a daily Al…

00:01:43  |   Wed 24 Feb 2021
Financial Planning Mistakes: Part 2

Financial Planning Mistakes: Part 2

If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.

 

Get this briefing hands-free: Subscribe free to this show as a daily Al…

00:01:32  |   Tue 23 Feb 2021
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