432 episodes

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.
See acast.com/privacy for privacy and opt-out information.

Purposeful Planning with Aspen Wealth Management Aspen Wealth Management

    • Business
    • 5.0 • 3 Ratings

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.
See acast.com/privacy for privacy and opt-out information.

    How to Avoid Overspending on Your Vacation, Part 2

    How to Avoid Overspending on Your Vacation, Part 2

    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.
     
    Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
     
    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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

    See acast.com/privacy for privacy and opt-out information.

    • 4 min
    How to Avoid Overspending on Your Vacation, Part 1

    How to Avoid Overspending on Your Vacation, Part 1

    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.
     
    Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
     
    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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.


    See acast.com/privacy for privacy and opt-out information.

    • 3 min
    The Costs and Benefits of Pet Ownership, Part 2

    The Costs and Benefits of Pet Ownership, Part 2

    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 briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
     
    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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

    See acast.com/privacy for privacy and opt-out information.

    • 3 min
    The Costs and Benefits of Pet Ownership, Part 1

    The Costs and Benefits of Pet Ownership, Part 1

    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 briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
     
    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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

    See acast.com/privacy for privacy and opt-out information.

    • 3 min
    Understanding Special Needs Trusts, Part 2

    Understanding Special Needs Trusts, Part 2

    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 in your favorite podcast app, just click here and choose your player.
     
    Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
     
    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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

    See acast.com/privacy for privacy and opt-out information.

    • 3 min
    Understanding Special Needs Trusts, Part 1

    Understanding Special Needs Trusts, Part 1

    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 in your favorite podcast app, just click here and choose your player.
     
    Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
     
    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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

    See acast.com/privacy for privacy and opt-out information.

    • 3 min

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