About 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.
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"This business is my retirement." It is a sentence advisors hear from business owners all the time, and it raises the question this episode tackles head-on: are you truly ready to sell? Troy Fore, CFP®, walks through the three sides of exit readiness: preparing the business, structuring the deal, and preparing yourself, along with the timeline most owners underestimate.
Sources:
• Building Exit Readiness: Are You Truly Prepared to Sell? (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/retirement/business-exit-readiness-planning (https://www.aspenwealthmgmt.com/resource-center/retirement/business-exit-readiness-planning)
• Your Personal Wealth Generator: Leveraging Your Small Business to Secure Your Financial Future (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/estate/leveraging-your-small-business/ (https://www.aspenwealthmgmt.com/resource-center/estate/leveraging-your-small-business/)
• Retirement Planning (Aspen Wealth Management): https://www.aspenwealthmgmt.com/retirement-planning (https://www.aspenwealthmgmt.com/retirement-planning)
• Financial Planning (Aspen Wealth Management): https://www.aspenwealthmgmt.com/financial-planning (https://www.aspenwealthmgmt.com/financial-planning)
• Exit Planning (Aspen Wealth Management): https://www.aspenwealthmgmt.com/exit-planning (https://www.aspenwealthmgmt.com/exit-planning)
• Contact Aspen Wealth Management: https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth (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.
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
14 Sept 2026
Building Your Retirement Paycheck: Income Sequencing
After decades of steady paychecks, retirement asks a new question: where does the money come from now, and in what order? In this episode of Purposeful Planning, Troy Fore, CFP®, walks through retirement income sequencing, or the order in which you draw from Social Security, pensions, savings, and investment accounts. It is a decision that shapes your taxes, your exposure to market downturns, and how long your money lasts, and getting it right can bring real peace of mind to your retirement income.
Sources:
• Building Your Retirement Paycheck: Income Sequencing Strategies for the First Years of Retirement (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-income-sequencing-strategy (https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-income-sequencing-strategy)
• Creating a Flexible Spending Plan for Your First 10 Years of Retirement (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-spending-plan-first-decade (https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-spending-plan-first-decade)
• Longevity Risk and Financial Security: Planning for a Longer Retirement (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/retirement/longevity-risk-financial-security/ (https://www.aspenwealthmgmt.com/resource-center/retirement/longevity-risk-financial-security/)
• You've Done a Good Job Saving It: Do You Know the Best Way to Spend It? (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/tax/retirement-withdrawal-strategies/ (https://www.aspenwealthmgmt.com/resource-center/tax/retirement-withdrawal-strategies/)
• Contact Aspen Wealth Management: https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth (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.
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
11 Sept 2026
Tax Planning Before Year-End: Strategies to Consider
April is when you find out what your tax year cost you. Right now, you can still do something about it. There’s still time to review your withholding, look for tax-loss harvesting opportunities, revisit whether itemizing makes sense, plan charitable gifts, account for vesting equity, or evaluate a Roth conversion. The important thing is looking while there are still choices on the table. In this episode of Purposeful Planning, Troy Fore, CFP®, walks through the tax planning moves worth considering before year-end and how they can fit into a broader financial plan.
Sources:
• Mid-Year Tax Planning: Proactive Strategies to Reduce Your Bill Before December – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/tax/mid-year-tax-planning-strategies (https://www.aspenwealthmgmt.com/resource-center/tax/mid-year-tax-planning-strategies)
• Wash Sale: Avoid This Tax Pitfall – Fidelity: https://www.fidelity.com/learning-center/personal-finance/wash-sales-rules-tax (https://www.fidelity.com/learning-center/personal-finance/wash-sales-rules-tax)
• Understanding Your Options: RSUs, ISOs, and Your Financial Strategy – Aspen Wealth Management: https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options/ (https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options/)
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.
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
2,312
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
3 ratings
Podcast Authority Score: 72 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
90
Social presence
0
YouTube
68
Engagement
68
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Questions about Purposeful Planning with Aspen Wealth Management
Who hosts Purposeful Planning with Aspen Wealth Management?
Aspen Wealth Management host the show. Published by Aspen Wealth Management.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Purposeful Planning with Aspen Wealth Management take guests?
Yes. Guests have been identified in episode analyses.
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