Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
History
Music
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts125/v4/f6/9c/da/f69cdad8-4443-09d3-f2c7-2e6876addd3e/mza_6742407456285491907.jpeg/600x600bb.jpg
Purposeful Planning with Aspen Wealth Management
Aspen Wealth Management
526 episodes
2 days ago
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.

Show more...
Investing
Business
RSS
All content for Purposeful Planning with Aspen Wealth Management is the property of Aspen Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.

Show more...
Investing
Business
https://assets.pippa.io/shows/5eb1bc14499b9f6a4563d211/1747761965730-2537f5a9-8ae3-490c-a59d-21f4f20fe46a.jpeg
Do You Have a Digital Estate? (Spoiler Alert: Yes, You Do)
Purposeful Planning with Aspen Wealth Management
3 minutes 33 seconds
5 months ago
Do You Have a Digital Estate? (Spoiler Alert: Yes, You Do)

Our online presence extends far beyond social media in today's digital world. From email accounts and banking apps to photos, music, and even cryptocurrency, we all leave behind a digital footprint. This episode of Purposeful Planning explores the importance of including digital assets in your estate plan, the laws governing digital inheritance, and practical steps to help maintain your online legacy is properly managed according to your wishes. 

 

Sources:   

 

  1. https://www.experian.com/blogs/ask-experian/what-is-digital-estate-plan/  
  2. https://www.uniformlaws.org/committees/community-home?CommunityKey=f7237fc4-74c2-4728-81c6-b39a91ecdf22  
  3. https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth 

 

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. 

 

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.

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.