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Purposeful Planning with Aspen Wealth Management
Aspen Wealth Management
526 episodes
3 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.

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Investing
Business
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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
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Planning Perfect Vacations with Your Grandkids
Purposeful Planning with Aspen Wealth Management
3 minutes 51 seconds
3 months ago
Planning Perfect Vacations with Your Grandkids

Planning a vacation with your grandchildren can create priceless memories while giving parents some well-deserved time off. In this episode of Purposeful Planning, we explore how to plan multi-generational trips that work for everyone—from selecting destinations that appeal to different age groups to handling the practical details, such as travel documents and permissions. Whether you're considering a national park adventure or an international getaway, learn how to make your grandparent vacation dreams a reality. 

 

Sources:   

 

  1. https://www.familyvacationcritic.com/us-national-parks-kids-should-see-before-they-grow-up/art/  
  2. https://www.familyvacationcritic.com/international-travel-with-kids-what-to-know-tips-and-more/art/  
  3. https://www.parents.com/grandparent-traveling-with-grandchild-8658748  
  4. https://www.usa.gov/travel-documents-children  
  5. https://www.forbes.com/advisor/travel-insurance/best-travel-insurance/  
  6. https://www.aspenwealthmgmt.com/resource-center/lifestyle/vacationing-with-grandchildren  

 

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.  

 

Aspen Wealth Management is a registered investment advisor with the SEC. 

 

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.