Purposeful Planning with Aspen Wealth Management

Aspen Wealth Management
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  • Investing
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Learn, get inspired, and feel empowered about your financial life. Hear short tips about money management and true stories about the impact of financial planning on securing stability and financial freedom. At Aspen Wealth, we offer fee-only, customized tax and financial planning services to individuals, families, and small business owners. Hosted on Acast. See acast.com/privacy for more information.

  1. 4d ago

    Longevity Risk: Will Your Money Outlast You?

    We spend our working years afraid of dying too soon. In retirement, the bigger risk flips. It becomes living longer than your money does. In this episode of Purposeful Planning, Troy Fore, CFP®, unpacks longevity risk and walks through how to build a retirement plan that can go the distance, whether that is twenty years or forty.  Sources:  • Longevity Risk and Financial Security: Planning for a Longer Retirement – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/retirement/longevity-risk-financial-security  • Global Health Estimates: Life Expectancy and Healthy Life Expectancy – World Health Organization: https://www.who.int/data/gho/data/themes/mortality-and-global-health-estimates  • Understanding Sequence Risk in Retirement, Part 2 – Purposeful Planning podcast: https://shows.acast.com/purposeful-planning-aspen-wealth/episodes/understanding-sequence-risk-in-retirement-part-2  • Phased Retirement: How to Ease Out of Work Without Leaving Money on the Table – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/retirement/phased-retirement-planning-strategy  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

    Longevity Risk: Will Your Money Outlast You?

  2. Jul 15

    The Psychology of Spending: Why We Buy

    Most money mistakes are not math problems. They are emotional ones. In this episode of Purposeful Planning, Troy Fore, CFP®, looks at why we spend the way we do, how habits formed long ago still drive our choices, and a few simple practices that can help you spend with intention instead of on impulse.  Sources:  • The Psychology of Spending: How Emotions Impact Financial Decisions – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/financial-planning/the-psychology-of-spending-how-emotions-impact-financial-decisions  • The Psychology of Spending – MIT Spectrum (Prof. Drazen Prelec): https://betterworld.mit.edu/spectrum/issues/winter-1999/the-psychology-of-spending/  • Downsizing or Relocating: What’s the Right Move for Your Retirement? – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/retirement/downsizing-or-relocating-retirement  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  Hosted on Acast. See acast.com/privacy for more information.

    The Psychology of Spending: Why We Buy

  3. Jul 10

    Teaching the Next Generation to Handle Wealth

    Building wealth is the first chapter. Passing wealth on for the next generation to hold onto it and grow it is a different challenge entirely. In this episode of Purposeful Planning, Troy Fore, CFP®, looks at why financial literacy, family governance, and honest conversations matter as much as the dollars themselves, and how families can raise children who become capable stewards rather than passive inheritors.  Sources:  • The Role of Education in Preparing Your Children for Wealth Inheritance – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/financial-planning/the-role-of-education-in-preparing-your-children-for-wealth-inheritance  • “Keep the Money Together”: Preparing the Next Generation for Financial Leadership – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/financial-planning/next-generation-financial-leadership  • Reading the Map: Where to Focus During Different Stages of the Financial Journey – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

    Teaching the Next Generation to Handle Wealth

  4. Jun 23

    Phased Retirement: Ease Out Without Losing Money

    Not everyone wants to go from full-time work to full stop. Phased retirement is a growing path for people who want to wind down gradually, on their own terms. But easing out of work is not as simple as just cutting back your hours. In today's episode of Purposeful Planning, we walk through what phased retirement actually looks like, the financial decisions it triggers, and how to sequence everything so you don’t leave money on the table.  Sources:  1. https://www.aspenwealthmgmt.com/resource-center/retirement/phased-retirement-planning-strategy   2. https://www.newsweek.com/boomers-gen-x-retire-differently-phased-retirement-1956778   3. https://www.opm.gov/retirement-center/phased-retirement/   4. https://www.ssa.gov/retirement/full-retirement-age   5. https://www.aspenwealthmgmt.com/resource-center/retirement/early-retirement-and-tax-smart-roth-conversions   The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  Hosted on Acast. See acast.com/privacy for more information.

    Phased Retirement: Ease Out Without Losing Money

  5. May 21

    Making the Most of Your Executive Compensation

    If you’re a corporate executive, your compensation package is likely far more complex than just a simple paycheck. Stock options, restricted stock units, deferred compensation, and equity awards can add up to meaningful wealth but only if they’re managed well.   In today's episode of Purposeful Planning, we’ll walk through the key components of executive compensation and what it takes to make sure you’re not leaving money on the table or creating unnecessary tax exposure along the way.  Sources:  1. https://www.aspenwealthmgmt.com/resource-center/investment/executive-compensation-planning-maximizing-your-equity-benefits   2. https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options   3. https://www.aspenwealthmgmt.com/resource-center/financial-planning/knowing-how-and-when-to-sell-rsus/   4. https://www.aspenwealthmgmt.com/resource-center/blog/equity-compensation/   5. https://www.irs.gov/pub/irs-drop/rp-12-29.pdf   The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  Hosted on Acast. See acast.com/privacy for more information.

    Making the Most of Your Executive Compensation

  6. May 19

    Downsize or Relocate? Smart Moves for Retirement

    Should you stay, downsize, or move to a new state entirely? For many retirees, where and how you live are among the biggest financial decisions you will make. In today's episode of Purposeful Planning, we explore the financial and emotional sides of downsizing and relocation, so you can make the move that best fits your retirement picture.  Sources:  https://www.aspenwealthmgmt.com/resource-center/retirement/downsizing-or-relocating-retirement  https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-lifestyle  https://smartasset.com/data-studies/where-retirees-move-2025  https://turbotax.intuit.com/tax-tips/fun-facts/9-states-with-no-income-tax/c9RZgthD3  https://www.aarp.org/money/retirement/retirees-top-states-2025/   The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  Hosted on Acast. See acast.com/privacy for more information.

    Downsize or Relocate? Smart Moves for Retirement

  7. Apr 29

    Managing Illiquid Assets in Your Financial Plan

    If your portfolio includes real estate, a business interest, or private equity, you already know these assets don't behave like stocks and bonds. But are they truly working within your broader financial plan? In today's episode of Purposeful Planning, we'll talk through the strategies and best practices for managing illiquid assets as part of a balanced, diversified financial picture, including how to think about liquidity, tax planning, estate planning, and long-term wealth building.    Sources:     https://www.aspenwealthmgmt.com/resource-center/investment/managing-illiquid-assets https://www.aspenwealthmgmt.com/resource-center/investment/alternative-investments-more-than-stocks-and-bonds https://www.aspenwealthmgmt.com/financial-planning https://www.aspenwealthmgmt.com/investment-management https://www.aspenwealthmgmt.com/tax-planning  https://www.aspenwealthmgmt.com/estate-planning https://www.aspenwealthmgmt.com/resource-center/estate/gifting-strategies-without-hurting-retirement    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.      This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.     Aspen Wealth Management is a registered investment advisor with the SEC.  Hosted on Acast. See acast.com/privacy for more information.

    Managing Illiquid Assets in Your Financial Plan

  8. Mar 11

    Alternative Investing: More Than Stocks and Bonds

    When most people think about building wealth, they picture stocks, bonds, and maybe a savings account. But there's a whole world of alternative investments, from real estate and private equity to collectibles and digital assets, that could play a role in a well-rounded portfolio. In today's episode of Purposeful Planning, we're breaking down what alternative investments are, why they might be worth considering, and what you need to think through before diving in.    Sources:      https://www.aspenwealthmgmt.com/resource-center/investment/alternative-investments-more-than-stocks-and-bonds https://www.aspenwealthmgmt.com/  https://www.aspenwealthmgmt.com/investment-management    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.      This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.     Aspen Wealth Management is a registered investment advisor with the SEC.    This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm’s recordings.  Hosted on Acast. See acast.com/privacy for more information.

    Alternative Investing: More Than Stocks and Bonds
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Learn, get inspired, and feel empowered about your financial life. Hear short tips about money management and true stories about the impact of financial planning on securing stability and financial freedom. At Aspen Wealth, we offer fee-only, customized tax and financial planning services to individuals, families, and small business owners. Hosted on Acast. See acast.com/privacy for more information.

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