Purposeful Planning with Aspen Wealth Management

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...

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 covers important steps for single seniors to retire confidently 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...

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 covers important steps for single seniors to retire confidently 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...

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 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...

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 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...

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 financial health tips for 2022 and beyond that will help to ensure you’re on the path to a prosperous new year and bright financial future. If you missed any of our past episodes, you can hear them in...

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 financial health tips for 2022 and beyond that will help to ensure you’re on the path to a prosperous new year and bright financial future. If you missed any of our past episodes, you can hear them in...

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 considering possible tax implications and your overall financial plan. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. &...

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 considering possible tax implications and your overall financial plan. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. &...

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 assets are distributed how and when you want in the most tax-effective way.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your play...

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 assets are distributed how and when you want in the most tax-effective way.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your play...

In the case of an individual with a retirement account that contains employer securities, the IRS has allowed for what’s called Net Unrealized Appreciation, otherwise known as NUA. This series looks at the requirements of NUA, how it works, and the advantages and disadvantages of electing this special tax treatment. If you missed any of our past episodes, you can hear them in your favorite podcast...

In the case of an individual with a retirement account that contains employer securities, the IRS has allowed for what’s called Net Unrealized Appreciation, otherwise known as NUA. This series looks at the requirements of NUA, how it works, and the advantages and disadvantages of electing this special tax treatment. If you missed any of our past episodes, you can hear them in your favorite podcast...

If moving into a Continuing Care Retirement Community is something you are considering, it’s important to know about the various types of contracts available to residents. This series covers extensive or full-care, modified life care, fee-for-service, rental, and refundable contracts. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose...

If moving into a Continuing Care Retirement Community is something you are considering, it’s important to know about the various types of contracts available to residents. This series covers extensive or full-care, modified life care, fee-for-service, rental, and refundable contracts. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose...

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...

In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some o...

In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some o...

In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some o...

In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some o...

In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some o...

The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need. If you missed any of our past...

The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need. If you missed any of our past...

The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need. If you missed any of our past...