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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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How Will Rising Healthcare Costs Affect Your Retirement, Part 1

How Will Rising Healthcare Costs Affect Your Retirement, Part 1

It’s no secret healthcare costs are going up. Medical expenses have been steadily increasing for years. In 2007, costs were up almost 12 percent. However, the rate of increase slowed to 6 percent dur…

00:02:25  |   Mon 30 Nov 2020
Knowledge is Power, Especially When It Comes to Money, Part 5

Knowledge is Power, Especially When It Comes to Money, Part 5

The way you think about money can affect the way you manage your finances. Once you’ve identified the factors behind how you think about money and you’ve examined the inherited money scripts that inf…

00:01:10  |   Fri 27 Nov 2020
Knowledge is Power, Especially When It Comes to Money, Part 4

Knowledge is Power, Especially When It Comes to Money, Part 4

Within the four categories — money avoidance, money worship, money status, and money vigilance — here are the 10 money scripts. Listen to this list and you may discover your own.


If you missed any of …

00:01:58  |   Thu 26 Nov 2020
Knowledge is Power, Especially When It Comes to Money, Part 3

Knowledge is Power, Especially When It Comes to Money, Part 3

For the past couple of days, we’ve talked about how understanding the scripts that underlie financial choices may help improve decision-making and reduce financial stress.


Yesterday, I mentioned an in…

00:01:41  |   Wed 25 Nov 2020
Knowledge is Power, Especially When It Comes to Money, Part 2

Knowledge is Power, Especially When It Comes to Money, Part 2

As I mentioned yesterday, understanding the scripts that underlie financial choices may help improve decision making and reduce financial stress.


In an interesting study, researchers at the University…

00:01:37  |   Tue 24 Nov 2020
Knowledge is Power, Especially When It Comes to Money, Part 1

Knowledge is Power, Especially When It Comes to Money, Part 1

Understanding family attitudes towards money may improve financial decisions and reduce financial stress. 


People inherit more from their parents and grandparents than big feet, eye color, self-discip…

00:01:44  |   Mon 23 Nov 2020
It’s Time to Talk About Aging, Part 5

It’s Time to Talk About Aging, Part 5

Elder abuse and financial exploitation are all too common. It’s important to take steps to protect both our loved ones and ourselves against this silent epidemic. The best way to safeguard against th…

00:01:24  |   Fri 20 Nov 2020
It’s Time to Talk About Aging, Part 4

It’s Time to Talk About Aging, Part 4

Not everyone develops mental or physical infirmities as they age, but it may be better to plan ahead and have some control over the potential outcome than it is to ignore the problem. The Financial I…

00:01:47  |   Thu 19 Nov 2020
It’s Time to Talk About Aging, Part 3

It’s Time to Talk About Aging, Part 3

If you’re not sure whether older relatives or friends are safe from abuse, the U.S. Department of Justice has identified signs and symptoms that may indicate a problem. The first step is to stay in t…

00:01:37  |   Wed 18 Nov 2020
It’s Time to Talk About Aging, Part 2

It’s Time to Talk About Aging, Part 2

One of the ugly things hiding beneath the rock of ageism is elder abuse, including financial exploitation. This is why it’s important to stay in touch with the older people in our lives, look out for…

00:02:38  |   Tue 17 Nov 2020
It’s Time to Talk About Aging, Part 1

It’s Time to Talk About Aging, Part 1

One of the ugly things hiding beneath the rock of ageism is elder abuse, including financial exploitation. This is why it’s important to stay in touch with the older people in our lives, look out for…

00:01:39  |   Mon 16 Nov 2020
Teaching Your Children Good Money Values, Part 5

Teaching Your Children Good Money Values, Part 5

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to…

00:02:00  |   Fri 13 Nov 2020
Teaching Your Children Good Money Values, Part 4

Teaching Your Children Good Money Values, Part 4

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to…

00:01:54  |   Thu 12 Nov 2020
Teaching Your Children Good Money Values, Part 3

Teaching Your Children Good Money Values, Part 3

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to…

00:01:43  |   Wed 11 Nov 2020
Teaching Your Children Good Money Values, Part 2

Teaching Your Children Good Money Values, Part 2

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to…

00:01:30  |   Tue 10 Nov 2020
Teaching Your Children Good Money Values, Part 1

Teaching Your Children Good Money Values, Part 1

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to…

00:01:45  |   Mon 09 Nov 2020
Beware of Spam, Part 5

Beware of Spam, Part 5

As we’ve seen, spam messages are more than a source of irritation; they often arrive in our inboxes with dangers that we need to avoid.


Cybercriminals send messages that make fraudulent solicitations …

00:02:12  |   Fri 06 Nov 2020
Beware of Spam, Part 4

Beware of Spam, Part 4

As we discussed yesterday, it’s important to become familiar with the basic steps you can take to protect yourself from phishing scams. The Federal Trade Commission (FTC) offers guidelines on how to …

00:02:18  |   Thu 05 Nov 2020
Beware of Spam, Part 3

Beware of Spam, Part 3


Since it’s not easy to avoid technology, it’s a good idea to become familiar with the basic steps you can take to protect yourself from phishing scams. The Federal Trade Commission (FTC) recommends t…

00:01:56  |   Wed 04 Nov 2020
Beware of Spam, Part 2

Beware of Spam, Part 2


Spam is the disapproving term we use to refer to annoying, unsolicited email messages, otherwise known as junk mail. But spam email isn’t just a source of irritation; it often comes with dangers that…

00:01:53  |   Tue 03 Nov 2020
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