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Purposeful Planning with Aspen Wealth Management - Podcast

Purposeful Planning with Aspen Wealth Management

 Olivia Simon

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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Supersize My Retirement: Part 1

Supersize My Retirement: Part 1

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

 

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00:01:03  |   Mon 15 Jun 2020
Common Financial Planning Mistakes: Part 5

Common 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.

 

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00:03:16  |   Fri 12 Jun 2020
Common Financial Planning Mistakes: Part 4

Common 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.

 

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00:01:09  |   Thu 11 Jun 2020
Common Financial Planning Mistakes: Part 3

Common 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.

 

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00:01:25  |   Wed 10 Jun 2020
Common Financial Planning Mistakes: Part 2

Common 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.

 

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00:01:13  |   Tue 09 Jun 2020
Common Financial Planning Mistakes: Part 1

Common Financial Planning Mistakes: Part 1

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 A…

00:01:36  |   Mon 08 Jun 2020
Financial Planning- The Big Picture: Part 5

Financial Planning- The Big Picture: 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.

 

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00:02:02  |   Fri 05 Jun 2020
Financial Planning- The Big Picture: Part 4

Financial Planning- The Big Picture: 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 A…

00:01:44  |   Thu 04 Jun 2020
Financial Planning- The Big Picture: Part 3

Financial Planning- The Big Picture: 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 A…

00:01:12  |   Wed 03 Jun 2020
Financial Planning- The Big Picture: Part 2

Financial Planning- The Big Picture: 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 A…

00:01:37  |   Tue 02 Jun 2020
Financial Planning- The Big Picture: Part 1

Financial Planning- The Big Picture: Part 1

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 A…

00:01:32  |   Mon 01 Jun 2020
The Media and Investors: Part 5

The Media and Investors: 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.

 

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00:01:09  |   Fri 29 May 2020
The Media and Investors: Part 4

The Media and Investors: 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.

 

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00:01:11  |   Thu 28 May 2020
The Media and Investors: Part 3

The Media and Investors: 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 A…

00:01:07  |   Wed 27 May 2020
The Media and Investors: Part 2

The Media and Investors: 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 A…

00:01:05  |   Tue 26 May 2020
The Media and Investors: Part 1

The Media and Investors: Part 1

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…

00:01:12  |   Mon 25 May 2020
Investor Biases Part 5: Loss and Regret Aversion Biases

Investor Biases Part 5: Loss and Regret Aversion Biases

Loss aversion and regret aversion biases cause investors to make emotional decisions due to their fear of making the wrong decision. Quick note: We said "part 4" here but this is actually part 5 of 5…

00:01:30  |   Fri 22 May 2020
Investor Biases Part 4: Recency Bias

Investor Biases Part 4: Recency Bias

Another common bias that investors may experience is recency bias. Recency bias occurs when investors remember and emphasize more recent events than those in the past. Follow us on Twitter @aspenweal…
00:01:35  |   Thu 21 May 2020
Investor Biases Part 3: Hindsight and Illusion of Control Bias

Investor Biases Part 3: Hindsight and Illusion of Control Bias

Hindsight bias and the illusion of control bias both influence investors' beliefs that markets are predictable, when in reality, they are not. Follow us on Twitter @aspenwealthmgmt.

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00:01:38  |   Wed 20 May 2020
Investor Biases Part 2: Confirmation Bias

Investor Biases Part 2: Confirmation Bias

Confirmation bias occurs when investors have an opinion about something and does two things: first, they only look for information that supports their opinion, and second, distorts information that c…
00:01:32  |   Tue 19 May 2020
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