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.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Purposeful Planning with Aspen Wealth Management
Claim This Podcastby Aspen Wealth Management
5.0(3 reviews)
537 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
72
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality90
Social0
YouTube68
Engagement68
Podcast Overview
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.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
🇺🇲
Publishing Since
4/10/2020
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72
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality90
Social0
YouTube68
Engagement68
8
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excellent
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Every 4 days
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Recent Episodes
June 23, 2026
Phased Retirement: Ease Out Without Losing Money
<p>Not everyone wants to go from full-time work to full stop. Phased retirement is a growing path for people who want to wind down gradually, on their own terms. But easing out of work is not as simple as just cutting back your hours. In today's episode of Purposeful Planning, we walk through what phased retirement actually looks like, the financial decisions it triggers, and how to sequence everything so you don’t leave money on the table. </p><br><p><strong>Sources:</strong> </p><br><p>1. <a href="https://www.aspenwealthmgmt.com/resource-center/retirement/phased-retirement-planning-strategy" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/retirement/phased-retirement-planning-strategy</a> </p><br><p>2. <a href="https://www.newsweek.com/boomers-gen-x-retire-differently-phased-retirement-1956778" rel="noopener noreferrer" target="_blank">https://www.newsweek.com/boomers-gen-x-retire-differently-phased-retirement-1956778</a> </p><br><p>3. <a href="https://www.opm.gov/retirement-center/phased-retirement/" rel="noopener noreferrer" target="_blank">https://www.opm.gov/retirement-center/phased-retirement/</a> </p><br><p>4. <a href="https://www.ssa.gov/retirement/full-retirement-age" rel="noopener noreferrer" target="_blank">https://www.ssa.gov/retirement/full-retirement-age</a> </p><br><p>5. <a href="https://www.aspenwealthmgmt.com/resource-center/retirement/early-retirement-and-tax-smart-roth-conversions" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/retirement/early-retirement-and-tax-smart-roth-conversions</a> </p><br><p>The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. </p><br><p>This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 21, 2026
Making the Most of Your Executive Compensation
<p>If you’re a corporate executive, your compensation package is likely far more complex than just a simple paycheck. Stock options, restricted stock units, deferred compensation, and equity awards can add up to meaningful wealth but only if they’re managed well. </p><br><p>In today's episode of Purposeful Planning, we’ll walk through the key components of executive compensation and what it takes to make sure you’re not leaving money on the table or creating unnecessary tax exposure along the way. </p><br><p><strong>Sources:</strong> </p><br><p>1. <a href="https://www.aspenwealthmgmt.com/resource-center/investment/executive-compensation-planning-maximizing-your-equity-benefits" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/investment/executive-compensation-planning-maximizing-your-equity-benefits</a> </p><br><p>2. <a href="https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options</a> </p><br><p>3. <a href="https://www.aspenwealthmgmt.com/resource-center/financial-planning/knowing-how-and-when-to-sell-rsus/" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/financial-planning/knowing-how-and-when-to-sell-rsus/</a> </p><br><p>4. <a href="https://www.aspenwealthmgmt.com/resource-center/blog/equity-compensation/" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/blog/equity-compensation/</a> </p><br><p>5. <a href="https://www.irs.gov/pub/irs-drop/rp-12-29.pdf" rel="noopener noreferrer" target="_blank">https://www.irs.gov/pub/irs-drop/rp-12-29.pdf</a> </p><br><p>The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. </p><br><p>This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 19, 2026
Downsize or Relocate? Smart Moves for Retirement
<p>Should you stay, downsize, or move to a new state entirely? For many retirees, where and how you live are among the biggest financial decisions you will make. In today's episode of Purposeful Planning, we explore the financial and emotional sides of downsizing and relocation, so you can make the move that best fits your retirement picture. </p><br><p><strong>Sources:</strong> </p><p><br></p><ol><li><a href="https://www.aspenwealthmgmt.com/resource-center/retirement/downsizing-or-relocating-retirement" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/retirement/downsizing-or-relocating-retirement</a> </li><li><a href="https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-lifestyle" rel="noopener noreferrer" target="_blank">https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-lifestyle</a> </li><li><a href="https://smartasset.com/data-studies/where-retirees-move-2025" rel="noopener noreferrer" target="_blank">https://smartasset.com/data-studies/where-retirees-move-2025</a> </li><li><a href="https://turbotax.intuit.com/tax-tips/fun-facts/9-states-with-no-income-tax/c9RZgthD3" rel="noopener noreferrer" target="_blank">https://turbotax.intuit.com/tax-tips/fun-facts/9-states-with-no-income-tax/c9RZgthD3</a> </li><li><a href="https://www.aarp.org/money/retirement/retirees-top-states-2025/" rel="noopener noreferrer" target="_blank">https://www.aarp.org/money/retirement/retirees-top-states-2025/</a> </li></ol><p> </p><p>The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. </p><br><p>This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
537 total episodes available
Deep-dive analytics for Purposeful Planning with Aspen Wealth Management
Frequently asked questions
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- What is Purposeful Planning with Aspen Wealth Management?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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