Purposeful Planning with Aspen Wealth Management

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances. 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...

Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances. 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...

Welcome back to part 5 of our series on developing and practicing personal resilience. Today we’ll wrap up our discussion by talking about how to be optimistic and stay the course. 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 Alexa Flash Bri...

Yesterday we covered the importance of getting support and embracing change when it comes to building resilience.  Today, we will look at several more important elements of resilience—staying healthy, self-care, and maintaining a healthy sense of awareness about what’s going on in the world. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click her...

Hi everyone! In continuing with our series on Developing and Practicing Personal Resilience , today we’ll talk about the importance of getting support and embracing change. 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 Alexa Flash Briefing! E...

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our conversation about developing and practicing personal resilience, today we’re going to cover a topic that many people struggle with, and it’s an important one—finding your purpose. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.   Ge...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen, and this week, we’re talking about developing and practicing personal resilience, and today we’re diving into the foundational piece—believing in yourself. 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: Sub...

Welcome back to part 5 of our series on common financial scams and how to avoid them. Today we’ll wrap up our discussion. 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 Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." Hoste...

Yesterday we covered ways scammers appeal to your need or desire to make money with fake job scams and investment scams. Today we will cover scams that pull on your heartstrings when criminals pretend to be your friend or family member in crisis or create fake charity scams. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your play...

Hi everyone! In continuing with our series on common financial scams and how to avoid them, today we are going to look at ways scammers appeal to your need or desire to make money with fake job scams and investment scams. 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 fre...

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on common financial scams and how to avoid them, today we’re going to take a look at two ways scammers appeal to your fear and the potential consequences of owing money, by posing as IRS agents or debtors. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click he...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re talking about common financial scams and how to avoid them. Today, we’ll kick off the discussion by diving into two reasons to be suspicious of your mail, with a common scam known as phishing and a scam that tries to trick you into believing you’ve won a prize. If you missed any of our past episodes,...

Welcome back to part 5 of Unique Issues Women Face When Planning for Retirement. Today we’ll wrap up our discussion by looking at the full financial picture. 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 Alexa Flash Briefing! Enable the skill...

Yesterday we covered how single living and widowhood affect women’s finances and impact their ability to prepare for retirement properly. Today we will talk about the importance of financial literacy. 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 d...

Hi everyone! In continuing with our series on unique issues women face when planning for retirement, today we will take a look at the effects of single living and widowhood on women’s finances. 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...

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion about unique issues women face when planning for retirement, today we’re talking about the significant effects of child-rearing and caregiving on women’s finances and retirement planning.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choos...

While women have made great strides in recent decades when it comes to earning power and access to financial education and resources, they continue to face unique financial challenges when planning for retirement. This series covers some of the issues women experience as they prepare for retirement and helpful suggestions for overcoming obstacles. If you missed any of our past episodes, you can he...

Welcome back to part 5 of What Unclaimed Property Is and Why You Should Care. Today we’ll finish up our discussion. 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 Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." Hosted on A...

Yesterday we covered the first of several ways to go about locating potential unclaimed property. Today we’ll discuss more specific places you’ll want to check, including the Department of Labor, insurance companies, banks, and the IRS. 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...

Hi everyone! In continuing with What Unclaimed Property Is and Why You Should Care, today we’re looking at how to go about finding any unclaimed property that belongs to you. 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 Alexa Flash Briefing!...

Welcome back to Purposeful Planning with Aspen Wealth Management. Today we’re talking about how property can become unclaimed. 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 Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week we’re discussing “What Unclaimed Property Is and Why You Should Care.” Today we’ll start out with an explanation of exactly what unclaimed property is. 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 hand...

Welcome back to part 5 of “Reviewing Your Retirement Contributions: Why, When and What to Adjust.” Today we’ll cover the final area of retirement plan contribution adjustments and wrap up our conversation. 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 a...

Welcome back to our series on reviewing your retirement contributions. Yesterday we covered how often you should review your contributions. Today we’ll talk about the first two things you may want to adjust. 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...

Hi everyone! In continuing with “Reviewing Your Retirement Contributions: Why, When, and What to Adjust”, today we will look at when and how often you should review your retirement contributions. 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...