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
October Is Medicare Open Enrollment Month: Are You Ready?
Unlocking Medicare Open Enrollment: In this episode, we help you navigate the confusing Medicare enrollment process with ease. From essential resources and enrollment timelines to understanding vario…
Retiring Early: Is the Dream within Reach?
Is early retirement a realistic dream or a fleeting fantasy? In this "Purposeful Planning" episode, we dissect the complexities of stepping away from the 9-5 earlier than expected. From managing debt…
Caring for Aging Parents? Don't Forget These Tax Breaks
In this edition of "Purposeful Planning," we explore the intricate balance of the "sandwich generation" - individuals caught between supporting both their children and aging parents. Delve into key t…
Your 529 Plan and SECURE 2.0
Unveiling the landmark changes of SECURE 2.0 from December 2022, we delve into its impact on retirement plans and tax-favored savings, spotlighting the 529 education plan.
Tune in to explore how SE…
Buying a Vacation Home: A Dream or a Nightmare?
In this episode of Purposeful Planning, we explore the financial pros and cons of owning a vacation home. Real estate offers diversification and potential for rental income, but market risk and carry…
Do You Need Insurance in Retirement? It Depends
In this episode, we delve into the crucial topic of transitioning into retirement and how it affects your insurance needs, with a focus on life and health coverage. Join us as we explore essential fa…
“I Do” Take Two: Special Financial Considerations for Blended Families
In this episode, in our latest episode of Purposeful Planning, we discuss some special financial considerations for those who are considering or already involved in creating a new blended family.
If y…
Family Philanthropy: Building a Solid Foundation
Many philanthropically-minded families are uncertain about how to get started. We outline some initial steps you can take to get a philanthropic organization started on the right foot.
If you missed …
Investment Perspective and the Art of Saving, Part 2
Explore the value of overcoming recency bias and concentrating on the time-tested investment principle of saving before investing in this audio series.
If you missed any of our past episodes, you can …
Investment Perspective and the Art of Saving, Part 1
Explore the value of overcoming recency bias and concentrating on the time-tested investment principle of saving before investing in this audio series.
If you missed any of our past episodes, you can …
Understanding Sequence Risk in Retirement, Part 2
Explore the complexities of sequence risk in our audio series, which delves into the unpredictable factors that can impact your retirement planning. Learn how to mitigate sequence risk and build a st…
Understanding Sequence Risk in Retirement, Part 1
Explore the complexities of sequence risk in our audio series, which delves into the unpredictable factors that can impact your retirement planning. Learn how to mitigate sequence risk and build a st…
Interest Rates, Inflation, and Investment Strategy, Part 2
As the economic landscape shifts, it's important to stay up to date on the latest developments. This audio series dives deep into the impact of interest rates and inflation on investment strategies s…
Interest Rates, Inflation, and Investment Strategy, Part 1
As the economic landscape shifts, it's important to stay up to date on the latest developments. This audio series dives deep into the impact of interest rates and inflation on investment strategies s…
What Is Asset Location?, Part 2
Proper asset location can be a challenge, but it's worth it to minimize taxes and keep more of your wealth. Learn about some key considerations in this audio series.
If you missed any of our past epis…
What Is Asset Location?, Part 1
Proper asset location can be a challenge, but it's worth it to minimize taxes and keep more of your wealth. Learn about some key considerations in this audio series.
If you missed any of our past epis…
When Should You Take Your Social Security, Part 2
The “right” time to take Social Security is a highly individual decision that must take into account a variety of different factors. In this audio series, we go over the most common of those factors …
When Should You Take Your Social Security, Part 1
The “right” time to take Social Security is a highly individual decision that must take into account a variety of different factors. In this audio series, we go over the most common of those factors …
Tax-Wise Investing Tips: You & Your Tax-Wise Team, Part 2
In the second part of our series, Tax-Wise Investing Tips, we go over how asset location and coordination between your financial team can help you effectively manage the taxes on your investments.
Tax-Wise Investing Tips: You & Your Tax-Wise Team, Part 1
In the second part of our series, Tax-Wise Investing Tips, we go over how asset location and coordination between your financial team can help you effectively manage the taxes on your investments.