Your Family And Your Retirement

Eric had the chance to speak with acting/comedy legends The Murray Brothers, including Bill and Bryan Doyle.  In this interview, they talk about finance and driving though Southern Utah.  Enjoy. See omnystudio.com/listener for privacy information.

Should you have your kids involved with your financial plans? It can be good and bad.  Abe explains how important it is to have the kids on board with what's going on in their parent's retirement, but also has an interesting strategy on how to deal with those kids who are constantly holding out their hands for money. See omnystudio.com/listener for privacy information.

So, now you're retired.  Your paycheck won't be coming in anymore.  What do you do?  How do you get paid? Abe explains how this is possible.  He will tell a story about a client that he did that for and explain the strategies he used. See omnystudio.com/listener for privacy information.

Abe and Eric had the chance to sit down and talk with Tim Allen and Richard Karn, formerly of the popular 90's show "Home Improvement."  And yes, finance did come up in conversation amongst other topics. See omnystudio.com/listener for privacy information.

When you were in high school, did you ever forget the combination to your locker?  Well, that’s kinda what this first story is about – except that the consequences are much more serious:  The New York Times says people who own the digital currency Bitcoin have either forgotten , or lost , the passwords to $140 billion worth of the crypto-currency!  I think about stories like this whenever I see so...

Since the beginning of the pandemic, many people have decided to delay their retirement for one reason or another.  Abe and Eric explain why that shouldn't be the case and that with a proper plan in place, that shouldn't be necessary.   See omnystudio.com/listener for privacy information.

What if something unexpected happens to you and you need assistance, weather that being round the clock help or go into a long-term facility.  Are you prepared for this?  Abe explains how to be prepared and see if your retirement plan is effective in helping you though those rough times. See omnystudio.com/listener for privacy information.

On this new podcast, why is broccoli the annuity or retirement.  And it's not a bad thing, even if you don't like broccoli.  Also, how do you replace your paycheck once you retire.  Abe and Eric will explain strategies so that you don't have to worry about money and maintaining your pre work lifestyle to your current one.   See omnystudio.com/listener for privacy information.

So now that we have a new administration in the Oval Office, what can we expect with our finances?  Will we see major changes in our portfolios?  Will it be good or bad?  Also Abe and Eric will talk about what are common questions and concerns of their clients.  You will be surprised at what the number one influence of their fears are.   See omnystudio.com/listener for privacy information.

In this time of instability and unrest, what are people thinking about with their finances.  More specifically, clients of Ashton And Associates.  Abe and Eric discuss financial strategies for this unusual time and how to be prepared. See omnystudio.com/listener for privacy information.

What should you be putting serious thought into when you turn 50?  Of course, your retirement.  Abe discusses how you should plan for your future and what strategies you should be using.  And what about getting a financial advisor if you don’t have one yet?  Abe will tell you what you need to be thinking about. See omnystudio.com/listener for privacy information.

After discussing simple things that make us happy, we spotlight a vitally important topic that doesn’t typically make us happy… but can when empowered with the right information: Taxes and your investment portfolio . A lot has changed since Reagan’s tax cuts in 1986 lowered the top income tax rate from 50% to 28%. Over time congress has increased our top rate to 37%. Bearing in mind that more incr...

COVID-19 has hurt the economy, and it’s causing some to be “nudged” toward an earlier retirement than planned. Whether you’re offered an early buy out package, been furloughed, laid off or are contemplating leaving your career early by choice… You REALLY only want to know one thing: Can I pull it off? If you aren’t sure don’t worry, you aren’t alone. Listen as Abe explains what to consider and how...

After having some fun comparing how generations approach texting differently , we get serious about how the outcome of the election might impact your bottom line. Abe breaks down the economic & tax plans of Trump and Biden and how they can impact your money. He also explains how those of us in middle class can uncover if we’re able to legally lower the taxes on our investment portfolio. Listen to...

Obviously we all have opinions about how we’d prefer the election to end up on November 3rd. Many feel anxious about how those results could impact us on main street, wall street, with our taxes, but mainly our bottom line. Abe explains how his team is helping people make calm decisions during this intense time… and what you need to consider for you financial future regardless of Trump or Biden wi...

The chaos this year has put some people in more than a bad mood (sometimes with a good reason), but Abe tells us how he recently dealt with one of those folks… one on one. Plus, taxes are obviously a HUGE discussion in the 2020 election, but we all know they have to go up at some point no matter who becomes president. Abe explains how to be as tax efficient as possible with your portfolio, even if...

The saying   “as California goes, so goes the nation"  RAISES Abe’s blood pressure this week! Lawmakers in California are not only attempting to hike their income tax rates, they’re also pushing what would be   a  first-in-the-nation wealth tax ! If California gets away with it, you can bet other states will at least attempt to do the same. We also reveal one of the silliest online purchases avail...

What’s your number? How much money do you need to retire? - Those are questions we’ve all pondered. Abe relays a wonderful story about how he helped a couple (who both happen to be teachers), calculate how they can both retire comfortably after taxes with their pension and social security. We also discuss the saying: "As California goes, so goes the nation," and the concern that state lawmakers th...

After asking Abe his advice for those who feel their job could be in danger over the next few months, he jumps on his soapbox and says what many of us are really thinking about COVID-19 and how the pandemic is impacting the upcoming election. See omnystudio.com/listener for privacy information.

A bit of normalcy has returned in the world of sports with a brief baseball season. Bobby Bonilla hasn't played MLB in nearly 2 decades, but since 2011 the Mets have been paying him over $1 million a year and will until 2035… All because he opted to defer his contract buy out. Abe explains how we can create our own ongoing income plan with the money we’ve worked hard to save and invest. This is a...

Healthcare costs are a BIG threat to your portfolio… especially if you aren’t prepared. You’ll hear a story about someone who fought COVID-19  (and thankfully recovered) , and how fast and high his medical bills grew. Abe then breaks down the differences in Medicare and Medicaid, and answers the question many are wondering: Do I need long term care insurance?   See omnystudio.com/listener for priv...

After we fill you in on the latest pandemic shortage, we embrace a nostalgic flashback from one of the longest running soap operas. Abe then reveals some common   financial beliefs that HAVE NOT stood the test of time and how they could hinder your financial future….And how you can avoid them!  See omnystudio.com/listener for privacy information.

Recently Elon Musk’s SpaceX made history by launching NASA astronauts into space from American soil for the first time since 2011. After Abe completely nerds out over Elon Musk’s developments in technology and Starlink, we reflect on how NASA forced us to embrace change in the 60’s… And that we need to continue to embrace positive changes in how we invest. See omnystudio.com/listener for privacy i...

In February we entered a recession for the first time since 2009… And economists report that in May we wrapped up  the shortest recession in American history . Since we’re all wondering if this means the worst is over, Abe sorts through this financial news and sheds light on how you can approach any economic uncertainty you have with your money.  See omnystudio.com/listener for privacy information...

We’ve seen the heartbreaking videos, but in St. George, Utah we’re somewhat disconnected from the recent protests and riots over the death of George Floyd. On this episode, Abe explores what may feel like an uncomfortable conversation (yet important) about the unrest across our nation, and what we as individuals can do TODAY to decrease bias at home and across America… Including talking to our kid...