by Aspen Wealth Management
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.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
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Publishing Since
4/10/2020
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April 9, 2025
<p>Is midlife destined to be a crisis, or can it be a time of positive reflection and renewal? In this episode of Purposeful Planning, we explore how to transform the traditional "midlife crisis" into an opportunity for meaningful growth. Learn how to assess your accomplishments, realign your priorities, and develop a financial roadmap for your "next act"—whether that's a traditional retirement, a hybrid approach, or something entirely different. </p><p> </p><p>Sources: </p><p> </p><ol><li><a href="https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey</a> </li><li><a href="https://www.forbes.com/sites/jannfreed/2024/06/03/3-reasons-not-to-retire/" rel="noopener noreferrer" target="_blank">https://www.forbes.com/sites/jannfreed/2024/06/03/3-reasons-not-to-retire/</a> </li><li><a href="https://www.aspenwealthmgmt.com/resource-center/lifestyle/gratitude-and-retirement" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/lifestyle/gratitude-and-retirement</a> </li><li><a href="https://www.aspenwealthmgmt.com/resource-center/financial-planning/what-crisis-making-midlife-a-time-of-anticipation" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/financial-planning/what-crisis-making-midlife-a-time-of-anticipation</a> </li></ol><p> </p><p>The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. </p><p> </p><p>This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. </p><p> </p><p>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.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
April 4, 2025
<p>Life's big moments, like marriage and having children, are exciting milestones. These milestones do require thoughtful financial planning. In this episode of Purposeful Planning, we explore essential financial moves for newly married couples and first-time parents. From budgeting and emergency funds to insurance and estate planning, discover how establishing good habits now can create security for decades to come. </p><p> </p><p>Sources: </p><p> </p><ol><li><a href="https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey</a> </li><li><a href="https://www.aspenwealthmgmt.com/resource-center/financial-planning/good-financial-habits-for-young-couples" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/financial-planning/good-financial-habits-for-young-couples</a> </li><li><a href="https://www.investopedia.com/terms/1/529plan.asp" rel="noopener noreferrer" target="_blank">https://www.investopedia.com/terms/1/529plan.asp</a> </li></ol><p> </p><p>The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. </p><p> </p><p>This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. </p><p> </p><p>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. </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
March 19, 2025
<p>We all know compounding can grow our wealth over time, but what about applying this powerful principle to other areas of our lives? In this episode of Purposeful Planning, we explore how the concept of compounding can enhance your knowledge, daily routines, reading habits, physical health, and even your emotional well-being. Discover how small, consistent actions in these areas can lead to remarkable results over time—just like compound interest works with your investments. </p><p> </p><p>Sources: </p><p> </p><ol><li><a href="https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth</a> </li><li><a href="https://www.aspenwealthmgmt.com/resource-center/lifestyle/compounding-its-not-just-for-finances" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/lifestyle/compounding-its-not-just-for-finances</a> </li></ol><p> </p><p>The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. </p><p> </p><p>This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. </p><p> </p><p>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. </p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
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