Equity Compensation and Your Financial Plan
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
1M ago
"Equity Compensation and Your Financial Plan" dives into the complex world of stock options and stock units within the landscape of equity compensation. This episode of "Purposeful Planning" guides listeners through the stages of a professional career, from the early years of accumulation to the considerations for retirement, addressing the critical aspects of taxation and diversification. Join us as we navigate the nuances of making equity compensation work for you, ensuring it aligns seamlessly with your broader financial objectives.  If you missed any of our past episodes, you can hea ..read more
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Talking about My (and Your) Generation: Values, Finances, and Investing
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
1M ago
Join us on "Purposeful Planning" as we embark on a generational journey through the values, financial behaviors, and investment strategies that define Baby Boomers, Gen X, Millennials, and Gen Z. This episode delves into how each generation's unique experiences shape their approach to saving, investing, and planning for the future. With insights tailored to every listener, regardless of generational identity, we uncover strategies for navigating the financial landscape of today and tomorrow.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just cli ..read more
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Retirement Lifestyle: Downsize, Relocate, or Stay Put?
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
2M ago
Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. 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 recom ..read more
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Healthcare Costs and Retirement: What You Can Do about Them
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
2M ago
In this episode, we delve into a concern that looms large for those in or approaching retirement: healthcare costs. It's more important than ever to comprehend and prepare for these costs, as many Americans are concerned about how they will be paid. We'll look at doable solutions, such as clever savings plans and maximizing employer benefits, for reducing healthcare expenses in retirement. Listen as we look at the intricacies of Medicare, HSAs, and more, providing you with the knowledge to secure a healthier, financially stable retirement.  If you missed any of our past episodes, you can ..read more
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Staying Cyber-Safe: Protecting Your Financial Info Online
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
2M ago
Dive into the digital realm of cybersecurity with us as we unpack essential tips to protect your financial information online. In a world where cyber threats lurk around every corner, equip yourself with knowledge and best practices to defend against potential cyberattacks. Learn how Aspen Wealth Management is committed to ensuring your financial well-being in this tech-savvy era. Stay informed and stay secure!  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 fre ..read more
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Understanding Your Options: RSUs, ISOs & Financial Strategy
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
3M ago
Join us in this informative episode, where we explore the intricacies of Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs). Understanding these forms of equity compensation is vital for many in today's workforce. We discuss strategically incorporating these options into your financial planning and managing the associated risks. Join the Aspen Wealth Management team and learn how to maximize the benefits of your stock options while maintaining a balanced financial portfolio.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click ..read more
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Financial Literacy: A Grandparent’s Gift
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
3M ago
Explore the transformative power of financial gifts from grandparents in this episode. We discuss how these gifts can extend beyond monetary value to impart vital financial lessons to grandchildren. From discussing investment growth in a 529 plan to setting up trusts and engaging with investment apps, we cover various ways grandparents can influence their grandchildren's financial future. Join us for an inspiring legacy and financial literacy conversation with Aspen Wealth Management.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here ..read more
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Tax Tips for Year-End, 2023
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
3M ago
In this episode, we explore critical year-end tax strategies to optimize your finances before 2023 ends. From deferring income to maximizing retirement contributions, we cover essential moves that can significantly affect your tax bill. Tune in for expert insights and make the most of the remaining days of the year with Aspen Wealth Management's actionable advice.   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 Brie ..read more
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October Is Medicare Open Enrollment Month: Are You Ready?
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
3M ago
Unlocking Medicare Open Enrollment: In this episode, we help you navigate the confusing Medicare enrollment process with ease. From essential resources and enrollment timelines to understanding various Medicare plans, we clarify this crucial aspect of retirement. Whether you're enrolling for the first time or adjusting your plan, arm yourself with insights and tools to make the most of your healthcare benefits. Plus, listen to how Aspen Wealth Management can guide your retirement journey. Tune in and make informed choices for a secure future!  If you missed any of our past episodes, you ..read more
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Leveraging Your Small Business to Secure a Financial Future
Purposeful Planning with Aspen Wealth Management
by Aspen Wealth Management
3M ago
This episode of our podcast focuses on the financial strategies crucial for small business owners. From diversifying income streams to succession planning, we cover essential tactics to help entrepreneurs translate their business success into personal financial stability. Join us as we explore how small business owners can effectively manage their wealth, reduce risk, and plan for a prosperous future for their businesses and themselves.  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 ..read more
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