Purposeful Planning with Aspen Wealth Management
Hosted on Acast. See acast.com/privacy for more information.
- Update frequency
- every 8 days
- Average duration
- 2 minutes
- Episodes
- 522
- Years Active
- 2020 - 2025
Start Talking About Retirement, Part 1
Welcome to Purposeful Planning with Aspen Wealth Management. This is Candace. This week, we’re covering a series on the importance of Talking About Retirement, and today our conversation kicks off by…
To Retire with Confidence, Have a Plan, Part 5
Welcome back to part 5 in our series, To Retire with Confidence, Have a Plan. Today we’ll wrap up the discussion to help you prepare for your next steps.
If you missed any of our past episodes, you ca…
To Retire with Confidence, Have a Plan, Part 4
Yesterday we covered managing risk in retirement planning.
Today we will talk about the importance of trimming risk during euphoria and overvaluation.
If you missed any of our past episodes, you can he…
To Retire with Confidence, Have a Plan, Part 3
Managing risk through asset allocation and rebalancing is key to effective retirement planning.
Simply stated, you don’t want to put all of your eggs in one basket. Your nest egg should include an arr…
To Retire with Confidence, Have a Plan, Part 2
Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our series on why you need to have a plan if you want to be able to retire with confidence, we will discuss setting goals…
To Retire with Confidence, Have a Plan, Part 1
Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia. This week, we’re covering an important topic—creating a plan to retire with confidence—so let’s get started.
If you missed …
Many People Don't Plan for the Reality of Retirement, Part 5
Welcome back to part 5 of our series on how Many People Don't Plan for the Reality of Retirement. Today we’ll cover how focusing on your nest egg to the exclusion of all else can be a problem.
If you …
Many People Don't Plan for the Reality of Retirement, Part 4
In continuing with our series on how Many People Don't Plan for the Reality of Retirement, yesterday we covered the problem with making large loans to family members
Today we will discuss the issue of…
Many People Don't Plan for the Reality of Retirement, Part 3
This is an issue that comes up frequently. If you are retired or on track for a comfortable retirement, it can seem like you are in a great financial position. Simply looking at your assets and accou…
Many People Don’t Plan for the Reality of Retirement, Part 2
Many of us aren’t addressing the realities of retirement planning. This is why it’s helpful to know some of the worst mistakes being made today when it comes to not planning for the reality of retire…
Many People Don't Plan for the Reality of Retirement, Part 1
Many of us aren’t addressing the realities of retirement planning. This is why it’s helpful to know some of the worst mistakes being made today when it comes to not planning for the reality of retire…
Your Retirement Savings and Change in Employment, Part 5
Whether you leave an employer for your next new opportunity or lose your job for reasons outside of your control, don’t forget about the money you have saved in your retirement plan.
If you missed an…
Your Retirement Savings and Change in Employment, Part 4
Yesterday we covered one potential option of what to do when your money is in a SIMPLE or SEP IRA plan at the time you change employment.
Today we will go over other possibilities for what to do if yo…
Your Retirement Savings and Change in Employment, Part 3
Often small businesses offer different types of retirement plans, such as Savings Incentive Match Plan for Employees (SIMPLE) and Simplified Employee Pension (SEP) IRA plans. The options are similar …
Your Retirement Savings and Change in Employment, Part 2
Your second option is to withdraw your savings. Plan participants can withdraw their retirement savings when they leave an employer or change jobs. The catch is, if you make a withdrawal before age 5…
Your Retirement Savings and Change in Employment, Part 1
Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen. This week, we’re covering a concern many people face at some point —Your Retirement Savings and Change in Employment — and …
How Will Rising Healthcare Costs Affect Your Retirement, Part 5
We’ve already discussed some helpful strategies to protect your retirement against the rising costs of healthcare.
Start by doing the math; get a clear idea of what your personal and household estima…
How Will Rising Healthcare Costs Affect Your Retirement, Part 4
To better prepare yourself for the rising costs of healthcare in retirement, it could be a good idea to wait until age 70 to begin taking your Social Security. Since 2011, on average, people in the U…
How Will Rising Healthcare Costs Affect Your Retirement, Part 3
It’s often a good idea to open a Health Savings Account (HSA). Your employer’s high-deductible health plan (HDHP) comes with a useful option – a health savings account (HSA). You can save for current…
How Will Rising Healthcare Costs Affect Your Retirement, Part 2
Whether you plan to retire in five, 10, or 20 years, there are a number of things you can do to better prepare for healthcare in retirement. Today, we’ll cover two strategies to get started.
If you mi…