Purposeful Planning with Aspen Wealth Management

Welcome back to Purposeful Planning with Aspen Wealth Management. To start off today’s discussion, we’re going to discuss the importance of reviewing 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 Alexa Flash Bri...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan Davis, and this week we’re going to talk about why you should review your retirement contributions, how often you should check them, and what adjustments you should make. Today I’ll be talking about why it’s so easy to overlook this crucial part of retirement planning. If you missed any of our past episodes, you can hear t...

Welcome back to part 5 of our series on Women and the Retirement Crisis. Today we’ll wrap up our discussion and recommend some next steps. 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, "Al...

Yesterday, we started talking about what women can do to overcome the obstacles they face regarding the looming retirement shortfall, despite having the odds stacked against them. Today, we will discuss five specific tips women can use to improve their retirement readiness. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your playe...

Hi everyone! In continuing with our series on Women and the Retirement Crisis, today we will begin talking about what women can do to overcome the obstacles they face when it comes to the looming retirement shortfall, despite having the odds stacked against them. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.   G...

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion about the looming retirement crisis, today we will talk about why women are likely to bear the brunt of the massive projected shortfall we discussed yesterday. 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 bri...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week we’re talking about the retirement crisis that’s facing women and what we can do to meet this challenge. 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...

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 Acast. See acast.com/privacy for more information.

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 Acast. See acast.com/privacy for more information.

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 Acast. See acast.com/privacy for more information.

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 Acast. See acast.com/privacy for more information.

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 Acast. See acast.com/privacy for more information.

We started off the week by covering the foundational step to any successful retirement plan, no matter your employment status. You have to start off by getting crystal clear on your numbers. Next, we covered the various options available to you when it comes to where to save. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your pla...

Welcome back to our series on saving for retirement when you’re self-employed. Yesterday we covered the first three options available to you regarding the types of accounts you can use to save your money. Today we will discuss three more types of retirement savings accounts available to self-employed professionals. If you missed any of our past episodes, you can hear them in your favorite podcast...

The good news is, just like employees have the option to participate in company plans, you also have many options to save for retirement when you are self-employed. Let’s go over the first three of the various types of plans from which you can choose. 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 brie...

Welcome back to Purposeful Planning with Aspen Wealth Management. To start off our discussion on retirement planning when you’re self-employed, today we’re going to talk about the first and most important foundational piece, which is getting clear on your numbers. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.  ...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re going to talk about how to save for retirement when you’re self-employed. Today our discussion is about why this is a different conversation than what employees face when it comes to retirement planning. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click...

Welcome back to Part 5 of our series on how to better manage your time. Today we’ll wrap up our discussion by covering how to leave ‘good enough’ alone and get help when you need it. 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 B...

Welcome back to our series on Tips for Managing Your Time. Yesterday we covered setting goals and prioritizing your activities, so you always take care of what needs to get done. Today we will dive into getting focused, setting boundaries, and ditching bad habits. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.  ...

Yesterday, we talked about the importance of planning your agenda, leaving plenty of space in your schedule to keep your mind sharp, emotions in check, and productivity running at peak levels.  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 dai...

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on managing your time better, we’re going to go over how to plan your agenda with plenty of space for the unexpected and for downtime. 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: Subscri...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan, and this week, we’re going over tips for managing our most precious commodity—time. We’ll kick off the discussion by talking about the most foundational step you can’t afford to miss, and that’s getting clear on exactly how you’re spending your time now. If you missed any of our past episodes, you can hear them in your fa...

Welcome back to part 5 of our series on criminal schemes you need to beware of during tax season. Today, we’ll wrap up our discussion and go over what else you can do if you are targeted. 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 Fl...

This week, we’re doing a series on schemes you should beware of during tax season. Yesterday, we covered common phone scams to be on the lookout for. Today we’ll talk about a topic that unfortunately runs rampant during this time of year, and that’s identity theft. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.  ...

Hi everyone! In continuing our series on criminal schemes you should be on the lookout for during tax season, today we will cover common phone 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 free to this show as a daily Alexa Flash Briefing! Enable the skill here th...