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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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What Crisis? Making Midlife a Time of Anticipation
Purposeful Planning with Aspen Wealth Management
3 minutes 8 seconds
7 months ago
What Crisis? Making Midlife a Time of Anticipation

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. 

 

Sources:   

 

  1. https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey 
  2. https://www.forbes.com/sites/jannfreed/2024/06/03/3-reasons-not-to-retire/ 
  3. https://www.aspenwealthmgmt.com/resource-center/lifestyle/gratitude-and-retirement  
  4. https://www.aspenwealthmgmt.com/resource-center/financial-planning/what-crisis-making-midlife-a-time-of-anticipation  

 

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.