Purposeful Planning with Aspen Wealth Management

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 ensure you’re on track can go a long way toward achieving your goals, with your employer as your partner in success. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefi...

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 ensure you’re on track can go a long way toward achieving your goals, with your employer as your partner in success.   If you missed any of our past episodes, you can hear them in your favorite...

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 value or sentimental value — from Bitcoin to grandma’s recipes saved on your hard drive to precious family photos. While developing your estate plan to pass on investments, cash, real estate, and more, d...

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 value or sentimental value — from Bitcoin to grandma’s recipes saved on your hard drive to precious family photos. While developing your estate plan to pass on investments, cash, real estate, and more, d...

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 to safeguard your money from mistakes and fraud. 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...

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 to safeguard your money from mistakes and fraud. 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...

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 smartly, planning carefully, and keeping your spending in check.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. &nbs...

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 smartly, planning carefully, and keeping your spending in check.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. &nbs...

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 responsibilities pet owners must be prepared to accept.  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 brief...

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 responsibilities pet owners must be prepared to accept.  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 brief...

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 needs trusts can help. This audio series covers the benefits of a special needs trust, various types of trusts, and how to set one up.  If you missed any of our past episodes, you can hear them i...

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 needs trusts can help. This audio series covers the benefits of a special needs trust, various types of trusts, and how to set one up.  If you missed any of our past episodes, you can hear them i...

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 to know about insurance when you marry later in life. 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...

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 to know about insurance when you marry later in life. 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...

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 checked off is important if you want your affairs—financial and otherwise—to be handled should you be unable to due to an illness or injury. If you missed any of our past episodes, you can hear them in your...

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 checked off is important if you want your affairs—financial and otherwise—to be handled should you be unable to due to an illness or injury. If you missed any of our past episodes, you can hear them in your...

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 Mellan and Sherry Christie, which offer insight into the way we feel and act with our money. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and...

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 Mellan and Sherry Christie, which offer insight into the way we feel and act with our money. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and...

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 for your loved one. 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...

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 for your loved one. 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...

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 to clear up confusion and dispel potentially harmful misconceptions.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player....

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 to clear up confusion and dispel potentially harmful misconceptions.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player....

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 in ways that may add value to your home.  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 h...

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 in ways that may add value to your home.  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 h...

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 protect your kids (or other beneficiaries) from themselves and safeguard their inheritance with trusts.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just cli...