Abe Ashton

Your Family And Your Retirement

Business EN ↓ 215 episodes

As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

Author

Abe Ashton

Category

Business

Podcast website

www.ashtonwealth.com

Latest episode

Jul 7, 2026

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Episodes

Does the 4% Rule Work in 2025? 11.03.2025

Abe delves into the evolving landscape of retirement planning, focusing on the 4% rule and its recent adjustment to 3.7% as suggested by Morningstar.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide cl...

What Are Your Long-Term Care Options? 04.03.2025

Abe Ashton emphasizes the importance of planning for long-term care, especially as more individuals will require it in the future. He encourages proactive planning before personal experiences necessitate it.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire w...

Should We Worry About the Inverted Yield Curve? 25.02.2025

Abe Ashton explains the Inverted Yield Curve and what it means regarding your retirement future.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and r...

Avoid Issues with Inherited IRAs 18.02.2025

Abe Ashton gets into the recent changes in rules regarding inherited IRAs, specifically the new requirement for beneficiaries to take yearly required minimum distributions (RMDs) or face penalties. He highlights the complexities of retirement planning, emphasizing the importance of understanding financial needs and expectations in retirement.   As the founder of Ashton and Associates, Ab...

Collaborating On Your Retirement 11.02.2025

Abe Ashton breaks down the critical roles of financial advisors, attorneys, and accountants in retirement planning. He emphasizes the importance of a collaborative approach to ensure effective estate planning and financial management.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada...

Keeping Emotions Out of the Financial Planning Process 04.02.2025

Abe Ashton explores the nature of economic recessions, the emotional responses of investors during market downturns, and the importance of strategic investment planning.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s miss...

Why People Don't Ask for Financial Help 28.01.2025

Abe Ashton explains the tendency of individuals to procrastinate in seeking financial advice and the value of attending workshops to gain knowledge and insights. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide cl...

Keeping Emotions and Finances Separate 21.01.2025

Abe Ashton discusses how different life stages affect investment strategies and the necessity of managing emotions during turbulent times.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused educ...

Be Careful Where You Get Retirement Advice 14.01.2025

Abe Ashton discusses the impact of social media on financial advice, emphasizing the importance of vetting information before acting on it.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focus...

When to Include Your Family in Retirement Planning 07.01.2025

Abe Ashton explores the dynamics of wealth transfer from baby boomers to their heirs, the reluctance of parents to involve their children in financial planning, and the importance of adapting financial strategies in response to changing market conditions. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Uta...

Getting A Strategy for Spending in Retirement 31.12.2024

Abe Ashton gets into the intricacies of retirement planning and emphasizes the importance of having a solid income strategy, highlighting the need for conservative withdrawal rates and proactive planning.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with...

Should You Use Retirement Savings for Debt 24.12.2024

Abe Ashton discusses the impact of inflation on holiday spending, highlighting how many Americans are resorting to credit cards to cover expenses. He emphasizes the importance of addressing underlying financial habits rather than just the symptoms of debt.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of fa...

When Should You Start Planning for Retirement? 17.12.2024

Abe Ashton discusses the complexities of retirement planning, emphasizing the importance of starting early and the emotional factors that influence financial decisions. He highlights the confusion caused by varying advice and the necessity of having a solid plan in place, regardless of age.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning...

How to Transition into Retirement after a Lifelong Career 10.12.2024

Abe Ashton covers the essential aspects of retirement planning, emphasizing the importance of understanding what one will do post-retirement, the financial implications of retirement income, and making informed decisions regarding big purchases.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada...

Why People Get Lost in Retirement 03.12.2024

Abe Ashton discusses the confusion surrounding retirement advice, the importance of rebalancing investments, and the rising costs of everyday meals, emphasizing the need for financial awareness and strategic planning.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country ret...

What Happens If the Social Security Ages Change 26.11.2024

Abe Ashton delves into the potential changes in Social Security, particularly the proposal to raise the full retirement age and its implications for retirement planning. He emphasizes the need for self-reliance in retirement, urging individuals to develop personal financial strategies that do not solely depend on Social Security benefits.   As the founder of Ashton and Associates, Abe Ashton has m...

Could We See Another Dot-Com Bubble? 19.11.2024

Abe Ashton draws parallels between today's market and the dot-com bubble, emphasizing the importance of understanding market cycles and personal financial planning, especially for those nearing retirement.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with co...

Creating a Structured Approach can Lead to Financial Freedom 12.11.2024

Abe Ashton explains the transition from traditional pensions to 401(k) plans, emphasizing the importance of creating personal pensions for retirement. Abe shares the story of a client navigating retirement planning while managing significant debt, illustrating how a structured approach can lead to financial freedom in retirement.  As the founder of Ashton and Associates, Abe Ashton has more than 2...

How Trust Plays a Big Part of Financial Planning 05.11.2024

Abe Ashton discusses the importance of building trust with clients and how his team builds retirement plans to help them plan for the future.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education a...

401(k)s and IRAs: Changes are Coming in 2025 29.10.2024

Abe Ashton focuses on the upcoming changes in IRA and 401k contributions for 2025, emphasizing the importance of year-end financial planning. It also highlights the significance of understanding fees associated with financial management and the necessity of evaluating their value against the services provided.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial...

How The Fed Rate Cuts Affect You and Your Retirement 22.10.2024

Abe Ashton explains the implications of the Federal Reserve's interest rate cuts on the stock market and the economy, emphasizing the need for a cautious approach. He also delves into the multifaceted role of financial advisors, particularly in retirement planning, highlighting the importance of a cohesive strategy that integrates various financial services.  As the founder of Ashton and Associate...

The Art of Client Engagement 08.10.2024

Abe Ashton discusses how proactive communication can prevent customer dissatisfaction and the importance of timely information, especially regarding financial matters like required minimum distributions (RMDs) for retirees. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the countr...

The Looming Social Security Crisis 01.10.2024

Abe Ashton discusses the pressing issues surrounding Social Security and its impending crisis, highlighting the lack of awareness among the public and the political inaction on necessary reforms.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence....

Abe Ashton sits down with Gary LeVox of Rascal Flatts 24.09.2024

Abe Ashton sits down with Gary LeVox of Rascal Flatts to discuss his transition from mainstream music to gospel, reflecting on the importance of faith in his life and music. Gary shares insights on the challenges of expressing faith in today's world and the significance of touching people's hearts through music.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financi...

Navigating 401k and IRA Decisions 17.09.2024

Abe Ashton explores the options retirees have regarding their 401k plans, the implications of rolling over to an IRA, and the influence of social media on financial advice.  As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to prov...

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