Purposeful Planning with Aspen Wealth Management

Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on schemes you should be on the lookout for during tax season, today we’re talking about phishing. That’s phishing with a ph, not an f. 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: Subscr...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen and this week, we’re talking about schemes you need to be aware of to protect yourself during tax season, and we’ll kick this off with a discussion about spoofing—something we all want to avoid. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. &n...

Welcome back to part 5 of our series on saving for college. Today we’ll wrap up our discussion by looking at what you’re facing and what next steps to take. 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 five ways to help pay for college, even if you haven’t started saving yet. Today we will talk about three more approaches you can take to support and guide your student in covering the costs of college. 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 f...

Hi everyone! In continuing with our series on preparing to invest in your child’s college education, today, we’re going to talk about how to approach paying for college by taking one bite at a time. 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. Yesterday, we kicked off our discussion about paying for college by asking a question that’s coming up more and more often. With the rising cost of a college education, many Americans are starting to wonder if it’s still a good investment. Now that we’ve covered exactly why that question is being asked so often let’s dive into the a...

To start our discussion, we’re going to answer a question weighing on a lot of families lately. With the rising cost of a college education, many Americans are starting to wonder if it’s still a good investment. Is college really worth it? Let’s begin by exploring why so many people are beginning to ask this question. If you missed any of our past episodes, you can hear them in your favorite podca...

Welcome back to part 5 of our series on how to make sure your smart home is safe from cyber-attacks. Today we’ll wrap up our discussion by covering why you should always upgrade your devices and the importance of preparing for power outages. 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...

Yesterday we covered why it’s important to build a strong foundation for cybersecurity in your smart home and how to go about securing a protected and private network. Today we will discuss the importance of choosing two-factor authentication whenever possible, as well as a key tip you should follow when it comes to extending network access to guests in your home. If you missed any of our past epi...

In continuing with our series on how to make sure your smart home is safe from cyber attack, today, we will look at building a strong foundation for cybersecurity with a secure, private network. 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 A...

Welcome back to Purposeful Planning with Aspen Wealth Management. To start our discussion on how to make sure your smart home is safe from cyber attack, I’m going to cover common examples of what hackers can do if you’re not careful and how you can begin taking steps to secure your home. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and cho...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re discussing a topic that has become a growing concern and threat many people face every day, which is how to make sure your smart home is safe from cyber-attacks. 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 t...

Welcome back to part 5 of Retirement: You’ve Got This! Today we’ll wrap up our discussion and take a look at your 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, "Alexa, news." H...

As we’ve been discussing all week, you could be better off in your retirement journey than you might think. However, even if you’ve managed to build sizable savings for your future, you may find it challenging to transform the wealth you’ve accumulated into a steady stream of income that will support you throughout retirement. If you missed any of our past episodes, you can hear them in your favor...

As I mentioned yesterday, even if you’ve saved a sizable nest egg, it can be challenging to transform accumulated wealth into a steady stream of income that will support you throughout retirement. 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...

Even when you have set aside significant savings and investments, transforming accumulated wealth into a steady stream of income that will support you throughout retirement can be challenging. 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 Ale...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan, and this week, we’re going to have a conversation that’s intended to ease some of the concern you may have about a topic that often causes a lot of anxiety — retirement income. Despite what you may think, I think you’ve got this! In today’s kickoff discussion, I will explain what I mean when I say you’ve got this and dive...

When it comes to retirement planning, you’ll need to be able to answer that million-dollar question we asked at the kick-off of this discussion: How will you transform your savings into income that will last throughout your retirement? 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:...

Many people have substantial assets tucked away in IRAs, whether it’s a traditional IRA, Roth IRA, or one of the other types. The funds in your IRA can be systematically withdrawn, invested for income or growth, used to purchase annuities, or utilized in other ways. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. &nbsp...

You may be wondering why we’re talking about Health Savings Accounts (HSAs) in a discussion about retirement income. Before we get started, please note that HSAs should not be confused with flexible spending accounts (FSAs). They are not the same. You must participate in a high-deductible health plan to have an HSA, and you can contribute more to an HSA than to an FSA.  If you missed any of o...

If you’re like most Americans who are saving for retirement, the majority of your retirement savings are likely invested in your 401(k) plan or another employer-sponsored plan. Some of these plans offer lifetime income options intended to help plan participants create income streams. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose...

Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen, and this week we’re talking all about Retirement Income. Today we’ll kick off the discussion by taking a look at Social Security benefits. 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 th...

As we’ve established, if you ask people what creates stress in their lives, money is often at the top of the list. Talking about retirement allows you to clarify where you stand and where you’re going. Having conversations helps to remove unnecessary uncertainty and anxiety from the journey to focus on what is necessary to plan and move forward with confidence. If you missed any of our past episod...

Yesterday we covered the importance of delving deeply enough into the topic of retirement to develop an actual plan that will help make retirement a reality. Today we will cover how to approach the conversation effectively. 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 f...

In continuing with our series on the importance of Talking About Retirement, today we’re going to discuss why you need to be willing to go beyond the surface level to have in-depth conversations about retirement. 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...