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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.

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Investing Business Money Psychology
Update frequency
every 8 days
Average duration
2 minutes
Episodes
522
Years Active
2020 - 2025
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Knowing Your Money Personality, Part 2

Knowing Your Money Personality, Part 2

There are tendencies that we experience when handling our money that are largely driven by our “money personality.” In this audio series, we identify 5 different money personalities created by Olivia…

00:03:09  |   Mon 23 May 2022
Knowing Your Money Personality, Part 1

Knowing Your Money Personality, Part 1

There are tendencies that we experience when handling our money that are largely driven by our “money personality.” In this audio series, we identify 5 different money personalities created by Olivia…

00:02:40  |   Mon 16 May 2022
Choosing a Caregiver When Family Isn’t an Option, Part 2

Choosing a Caregiver When Family Isn’t an Option, Part 2

It’s not always possible for family members to take on the caregiving role for aging or disabled relatives. This audio series covers important points to keep in mind for choosing the best caregiver f…

00:03:14  |   Mon 09 May 2022
Choosing a Caregiver When Family Isn’t an Option, Part 1

Choosing a Caregiver When Family Isn’t an Option, Part 1

It’s not always possible for family members to take on the caregiving role for aging or disabled relatives. This audio series covers important points to keep in mind for choosing the best caregiver f…

00:04:23  |   Mon 02 May 2022
Debunking 7 Common Retirement Myths, Part 2

Debunking 7 Common Retirement Myths, Part 2

When it comes to what retirement means and how to best prepare, there’s a lot of overgeneralized advice and conflicting ideas out there. This series debunks some of the most common retirement myths t…

00:04:02  |   Mon 25 Apr 2022
Debunking 7 Common Retirement Myths, Part 1

Debunking 7 Common Retirement Myths, Part 1

When it comes to what retirement means and how to best prepare, there’s a lot of overgeneralized advice and conflicting ideas out there. This series debunks some of the most common retirement myths t…

00:03:54  |   Mon 18 Apr 2022
Home Improvements That May Increase Your Home’s Value, Part 2

Home Improvements That May Increase Your Home’s Value, Part 2

Some home improvements are more likely to have a positive return on investment than others. This audio series covers outer improvements, adding more space, and remodeling to make better use of space …

00:04:04  |   Mon 11 Apr 2022
Home Improvements That May Increase Your Home’s Value, Part 1

Home Improvements That May Increase Your Home’s Value, Part 1

Some home improvements are more likely to have a positive return on investment than others. This audio series covers outer improvements, adding more space, and remodeling to make better use of space …

00:03:57  |   Mon 04 Apr 2022
How to Protect Your Heirs and Legacy with a Trust, Part 2

How to Protect Your Heirs and Legacy with a Trust, Part 2

With the transfer of assets after your death, your hard-earned estate is vulnerable to a number of factors and there is a lot at stake, regardless of its size. This series covers why and how to prote…

00:03:28  |   Mon 28 Mar 2022
How to Protect Your Heirs and Assets with a Trust, Part 1

How to Protect Your Heirs and Assets with a Trust, Part 1

With the transfer of assets after your death, your hard-earned estate is vulnerable to a number of factors and there is a lot at stake, regardless of its size. This series covers why and how to prote…

00:03:22  |   Mon 21 Mar 2022
Preparing to Retire Single, Part 2

Preparing to Retire Single, Part 2

When it comes to retirement planning, a growing segment of the population—known as elder orphans or solo seniors—have different concerns and needs to consider than couples and parents. This series co…

00:04:14  |   Mon 14 Mar 2022
Preparing to Retire Single, Part 1

Preparing to Retire Single, Part 1

When it comes to retirement planning, a growing segment of the population—known as elder orphans or solo seniors—have different concerns and needs to consider than couples and parents. This series co…

00:06:02  |   Mon 07 Mar 2022
What to Know About Insurance When You Marry Later in Life, Part 2

What to Know About Insurance When You Marry Later in Life, Part 2

Couples of all ages need to take steps to protect their financial future, but marrying later in life often brings more complexity and a greater sense of gravity to the table. This series covers what …

00:03:51  |   Mon 28 Feb 2022
What to Know About Insurance When You Marry Later in Life, Part 1

What to Know About Insurance When You Marry Later in Life, Part 1

Couples of all ages need to take steps to protect their financial future, but marrying later in life often brings more complexity and a greater sense of gravity to the table. This series covers what …

00:04:42  |   Tue 22 Feb 2022
8 Financial Health Tips for 2022, Part 2

8 Financial Health Tips for 2022, Part 2

It’s always a good idea to check in on the state of your finances heading into a new year; with so many unexpected changes over the past two years, it’s even more important. This audio series covers …

00:03:06  |   Mon 14 Feb 2022
8 Financial Health Tips for 2022, Part 1

8 Financial Health Tips for 2022, Part 1

It’s always a good idea to check in on the state of your finances heading into a new year; with so many unexpected changes over the past two years, it’s even more important. This audio series covers …

00:03:34  |   Mon 07 Feb 2022
What to Do with Your Raise or Bonus, Part 2

What to Do with Your Raise or Bonus, Part 2

Getting some extra money through a bonus or raise at work can be both exciting and stressful. This series offers ideas on what to do with your raise or bonus to make the most of your situation, while…

00:02:44  |   Mon 31 Jan 2022
What to Do with Your Raise or Bonus, Part 1

What to Do with Your Raise or Bonus, Part 1

Getting some extra money through a bonus or raise at work can be both exciting and stressful. This series offers ideas on what to do with your raise or bonus to make the most of your situation, while…

00:02:56  |   Mon 24 Jan 2022
Estate Management Tips to Protect Your Assets & Heirs, Part 2

Estate Management Tips to Protect Your Assets & Heirs, Part 2

Estate management is about preserving the assets you have spent a lifetime building. This audio series covers how estate management protects your spouse, children, or other heirs, ensuring your asset…

00:03:37  |   Mon 17 Jan 2022
Estate Management Tips to Protect Your Assets & Heirs, Part 1

Estate Management Tips to Protect Your Assets & Heirs, Part 1

Estate management is about preserving the assets you have spent a lifetime building. This audio series covers how estate management protects your spouse, children, or other heirs, ensuring your asset…

00:03:28  |   Mon 10 Jan 2022
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