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Purposeful Planning with 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. Hosted on Acast. See acast.com/privacy for more information.

Protecting Your Finances from Cognitive Decline, Part 1

2 mins; August 08, 2022

How to Avoid Overspending on Your Vacation, Part 2

4 mins; August 01, 2022

How to Avoid Overspending on Your Vacation, Part 1

3 mins; July 25, 2022

The Costs and Benefits of Pet Ownership, Part 2

3 mins; July 18, 2022

The Costs and Benefits of Pet Ownership, Part 1

3 mins; July 11, 2022

Understanding Special Needs Trusts, Part 2

3 mins; July 04, 2022

Understanding Special Needs Trusts, Part 1

3 mins; June 27, 2022

Insurance When Marrying Later in Life, Part 2

3 mins; June 20, 2022

Insurance When Marrying Later in Life, Part 1

4 mins; June 13, 2022

Why It’s Important to Designate a Power of Attorney, Part 2

4 mins; June 06, 2022

Why It’s Important to Designate a Power of Attorney, Part 1

6 mins; May 30, 2022

Knowing Your Money Personality, Part 2

3 mins; May 23, 2022

Knowing Your Money Personality, Part 1

2 mins; May 16, 2022

Choosing a Caregiver When Family Isn’t an Option, Part 2

3 mins; May 09, 2022

Choosing a Caregiver When Family Isn’t an Option, Part 1

4 mins; May 02, 2022

Debunking 7 Common Retirement Myths, Part 2

4 mins; April 25, 2022

Debunking 7 Common Retirement Myths, Part 1

3 mins; April 18, 2022

Home Improvements That May Increase Your Home’s Value, Part 2

4 mins; April 11, 2022

Home Improvements That May Increase Your Home’s Value, Part 1

3 mins; April 04, 2022

How to Protect Your Heirs and Legacy with a Trust, Part 2

3 mins; March 28, 2022

How to Protect Your Heirs and Assets with a Trust, Part 1

3 mins; March 21, 2022

Preparing to Retire Single, Part 2

4 mins; March 14, 2022

Preparing to Retire Single, Part 1

6 mins; March 07, 2022

What to Know About Insurance When You Marry Later in Life, Part 2

3 mins; February 28, 2022

What to Know About Insurance When You Marry Later in Life, Part 1

4 mins; February 22, 2022

8 Financial Health Tips for 2022, Part 2

3 mins; February 14, 2022

8 Financial Health Tips for 2022, Part 1

3 mins; February 07, 2022

What to Do with Your Raise or Bonus, Part 2

2 mins; January 31, 2022

What to Do with Your Raise or Bonus, Part 1

2 mins; January 24, 2022

Estate Management Tips to Protect Your Assets & Heirs, Part 2

3 mins; January 17, 2022

Estate Management Tips to Protect Your Assets & Heirs, Part 1

3 mins; January 10, 2022

What is Net Unrealized Appreciation (NUA)?, Part 2

2 mins; January 03, 2022

What is Net Unrealized Appreciation (NUA)?, Part 1

2 mins; December 27, 2021

A Guide to Continuing Care Retirement Community Contracts, Part 2

2 mins; December 20, 2021

A Guide to Continuing Care Retirement Community Contracts, Part 1

5 mins; December 13, 2021

What’s Your Money Personality?, Part 2

3 mins; December 06, 2021

What’s Your Money Personality?, Part 1

2 mins; November 29, 2021

How Biases Can Affect Your Investment Decisions, Part 5

1 min; November 19, 2021

How Biases Can Affect Your Investment Decisions, Part 4

1 min; November 18, 2021

How Biases Can Affect Your Investment Decisions, Part 3

1 min; November 17, 2021

How Biases Can Affect Your Investment Decisions, Part 2

1 min; November 16, 2021

How Biases Can Affect Your Investment Decisions, Part 1

1 min; November 15, 2021

Life Insurance in Your Financial Plan, Part 5

2 mins; November 12, 2021

Life Insurance in Your Financial Plan, Part 4

2 mins; November 11, 2021

Life Insurance in Your Financial Plan, Part 3

2 mins; November 10, 2021

Life Insurance in Your Financial Plan, Part 2

1 min; November 09, 2021

Life Insurance in Your Financial Plan, Part 1

2 mins; November 08, 2021

Budget for the Holidays, Part 5

1 min; November 05, 2021

Budget for the Holidays, Part 4

1 min; November 04, 2021

Budget for the Holidays, Part 3

1 min; November 03, 2021

Budget for the Holidays, Part 2

1 min; November 02, 2021

Budget for the Holidays, Part 1

1 min; November 01, 2021

What is Disability Insurance?, Part 5

1 min; October 29, 2021

What is Disability Insurance?, Part 4

1 min; October 28, 2021

What is Disability Insurance?, Part 3

2 mins; October 27, 2021

What is Disability Insurance?, Part 2

1 min; October 26, 2021

What is Disability Insurance?, Part 1

1 min; October 25, 2021

End of the Year Tax Planning for Retirees, Part 5

1 min; October 22, 2021

End of the Year Tax Planning for Retirees, Part 4

1 min; October 21, 2021

End of the Year Tax Planning for Retirees, Part 3

1 min; October 20, 2021

End of the Year Tax Planning for Retirees, Part 2

2 mins; October 19, 2021

End of the Year Tax Planning for Retirees, Part 1

1 min; October 18, 2021

Year-End Cash Management for Every Household, Part 5

1 min; October 15, 2021

Year-End Cash Management for Every Household, Part 4

1 min; October 14, 2021

Year-End Cash Management for Every Household, Part 3

2 mins; October 13, 2021

Year-End Cash Management for Every Household, Part 2

2 mins; October 12, 2021

Year-End Cash Management for Every Household, Part 1

1 min; October 11, 2021

Health Insurance Decisions During Open Enrollment, Part 5

1 min; October 08, 2021

Health Insurance Decisions During Open Enrollment, Part 4

2 mins; October 07, 2021

Health Insurance Decisions During Open Enrollment, Part 3

2 mins; October 06, 2021

Health Insurance Decisions During Open Enrollment, Part 2

2 mins; October 05, 2021

Health Insurance Decisions During Open Enrollment, Part 1

1 min; October 04, 2021

What Are the Objectives of Credit Management?, Part 5

2 mins; October 01, 2021

What Are the Objectives of Credit Management?, Part 4

2 mins; September 30, 2021

What Are the Objectives of Credit Management?, Part 3

3 mins; September 29, 2021

What Are the Objectives of Credit Management?, Part 2

1 min; September 28, 2021

What Are the Objectives of Credit Management?, Part 1

3 mins; September 27, 2021

The Pros and Cons of Using Autopay, Part 5

1 min; September 24, 2021

The Pros and Cons of Using Autopay, Part 4

1 min; September 23, 2021

The Pros and Cons of Using Autopay, Part 3

1 min; September 22, 2021

The Pros and Cons of Using Autopay, Part 2

1 min; September 21, 2021

The Pros and Cons of Using Autopay, Part 1

1 min; September 20, 2021

How to Live Debt-Free, Part 5

1 min; September 17, 2021

How to Live Debt-Free, Part 4

3 mins; September 16, 2021

How to Live Debt-Free, Part 3

1 min; September 15, 2021

How to Live Debt-Free, Part 2

2 mins; September 14, 2021

How to Live Debt-Free, Part 1

3 mins; September 13, 2021

Your Credit Score and Retirement, Part 5

1 min; September 10, 2021

Your Credit Score and Retirement, Part 4

1 min; September 09, 2021

Your Credit Score and Retirement, Part 3

1 min; September 08, 2021

Your Credit Score and Retirement, Part 2

1 min; September 07, 2021

Your Credit Score and Retirement, Part 1

2 mins; September 06, 2021

How to Protect Yourself From a Data Breach, Part 5

2 mins; September 03, 2021

How to Protect Yourself From a Data Breach, Part 4

2 mins; September 02, 2021

How to Protect Yourself From a Data Breach, Part 3

1 min; September 01, 2021

How to Protect Yourself From a Data Breach, Part 2

3 mins; August 31, 2021

How to Protect Yourself From a Data Breach, Part 1

2 mins; August 30, 2021

Tips For a Healthy and Happy Retirement, Part 5

1 min; August 27, 2021

Tips For a Healthy and Happy Retirement, Part 4

1 min; August 26, 2021

Tips For a Healthy and Happy Retirement, Part 3

1 min; August 25, 2021

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Purposeful Planning with Aspen Wealth Management

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