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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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Tax Planning in Turbulent Times, Part 2

Tax Planning in Turbulent Times, Part 2

Tax planning is a complex topic, but the potential savings makes it worth delving into. There are a wide variety of tax planning tools available and an even wider variety of ways to put them to use i…

00:07:50  |   Mon 10 Oct 2022
Tax Planning in Turbulent Times, Part 1

Tax Planning in Turbulent Times, Part 1

Tax planning is a complex topic, but the potential savings makes it worth delving into. There are a wide variety of tax planning tools available and an even wider variety of ways to put them to use i…

00:05:43  |   Mon 03 Oct 2022
The Benefits of Early Tax Planning, Part 2

The Benefits of Early Tax Planning, Part 2

Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a p…

00:03:14  |   Mon 26 Sep 2022
The Benefits of Early Tax Planning, Part 1

The Benefits of Early Tax Planning, Part 1

Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a p…

00:04:36  |   Mon 19 Sep 2022
Year-End Checklist for Maximizing Your Compensation, Part 2

Year-End Checklist for Maximizing Your Compensation, Part 2

Before the year ends, put a plan in place to get the most out of your total compensation next year. Taking the time to crunch the numbers now can pay off in the long run. A little extra effort to ens…

00:02:52  |   Mon 12 Sep 2022
Year-End Checklist for Maximizing Your Compensation, Part 1

Year-End Checklist for Maximizing Your Compensation, Part 1

Before the year ends, put a plan in place to get the most out of your total compensation next year. Taking the time to crunch the numbers now can pay off in the long run. A little extra effort to ens…

00:03:46  |   Mon 05 Sep 2022
Estate Planning: Steps to Protecting Digital Assets, Part 2

Estate Planning: Steps to Protecting Digital Assets, Part 2

In the digital era, nearly everyone has digital assets, whether they realize it or not. It can be painful for loved ones to realize they can’t access your digital property that could hold monetary va…

00:03:55  |   Mon 29 Aug 2022
Estate Planning: Steps to Protecting Digital Assets, Part 1

Estate Planning: Steps to Protecting Digital Assets, Part 1

In the digital era, nearly everyone has digital assets, whether they realize it or not. It can be painful for loved ones to realize they can’t access your digital property that could hold monetary va…

00:02:45  |   Mon 22 Aug 2022
Protecting Your Finances from Cognitive Decline, Part 2

Protecting Your Finances from Cognitive Decline, Part 2

As our brains age, cognitive impairment can interfere with our ability to make sound financial decisions and leave us vulnerable to elder financial abuse. This audio series covers steps you can take …

00:03:40  |   Mon 15 Aug 2022
Protecting Your Finances from Cognitive Decline, Part 1

Protecting Your Finances from Cognitive Decline, Part 1

As our brains age, cognitive impairment can interfere with our ability to make sound financial decisions and leave us vulnerable to elder financial abuse. This audio series covers steps you can take …

00:02:43  |   Mon 08 Aug 2022
How to Avoid Overspending on Your Vacation, Part 2

How to Avoid Overspending on Your Vacation, Part 2

Limiting your spending during your vacation doesn't have to mean limiting your fun or the experiences you have. This series covers how to avoid breaking the bank on your next vacation by budgeting sm…

00:04:12  |   Mon 01 Aug 2022
How to Avoid Overspending on Your Vacation, Part 1

How to Avoid Overspending on Your Vacation, Part 1

Limiting your spending during your vacation doesn't have to mean limiting your fun or the experiences you have. This series covers how to avoid breaking the bank on your next vacation by budgeting sm…

00:03:24  |   Mon 25 Jul 2022
The Costs and Benefits of Pet Ownership, Part 2

The Costs and Benefits of Pet Ownership, Part 2

Factoring costs versus benefits when deciding whether or not to adopt a pet will not give you an easy answer. This audio series weighs the advantages of pet ownership against the financial responsibi…

00:03:16  |   Mon 18 Jul 2022
The Costs and Benefits of Pet Ownership, Part 1

The Costs and Benefits of Pet Ownership, Part 1

Factoring costs versus benefits when deciding whether or not to adopt a pet will not give you an easy answer. This audio series weighs the advantages of pet ownership against the financial responsibi…

00:03:16  |   Mon 11 Jul 2022
Understanding Special Needs Trusts, Part 2

Understanding Special Needs Trusts, Part 2

Public benefits programs for people with disabilities and other limitations have restrictions that make it challenging for the person’s needs to be adequately covered beyond the bare minimum. Special…

00:03:49  |   Mon 04 Jul 2022
Understanding Special Needs Trusts, Part 1

Understanding Special Needs Trusts, Part 1

Public benefits programs for people with disabilities and other limitations have restrictions that make it challenging for the person’s needs to be adequately covered beyond the bare minimum. Special…

00:03:25  |   Mon 27 Jun 2022
Insurance When Marrying Later in Life, Part 2

Insurance When Marrying Later in Life, Part 2

There’s no question that insurance is important for all married couples, but as an older couple, your circumstances are likely more complicated and so are your insurance needs. Here’s what you need t…

00:03:35  |   Mon 20 Jun 2022
Insurance When Marrying Later in Life, Part 1

Insurance When Marrying Later in Life, Part 1

There’s no question that insurance is important for all married couples, but as an older couple, your circumstances are likely more complicated and so are your insurance needs. Here’s what you need t…

00:04:02  |   Mon 13 Jun 2022
Why It’s Important to Designate a Power of Attorney, Part 2

Why It’s Important to Designate a Power of Attorney, Part 2

People often put off designating a power of attorney because it’s unpleasant to think about being in the position of needing someone else to handle your affairs. However, having that legal box checke…

00:04:20  |   Mon 06 Jun 2022
Why It’s Important to Designate a Power of Attorney, Part 1

Why It’s Important to Designate a Power of Attorney, Part 1

People often put off designating a power of attorney because it’s unpleasant to think about being in the position of needing someone else to handle your affairs. However, having that legal box checke…

00:06:22  |   Mon 30 May 2022
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