Olivia Simon
Purposeful Planning with Aspen Wealth ManagementEpisodes
Episodes of Purposeful Planning
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Dreaming of retiring on the open road? This episode of "Purposeful Planning" is for those envisioning retirement as a journey across the country in an RV. Join us as we delve into the nuances of the RV lifestyle, exploring the joys, costs, and
Join us on "Purposeful Planning" as we dissect the timely topic of managing a sudden financial windfall. Whether it's an inheritance, a lottery win, or another form of newfound wealth, it's tough to know where to start. This episode offers a st
On this episode of "Purposeful Planning," we tackle one of the biggest concerns for those approaching retirement: income. Leaving behind the comfort of a paycheck can be intimidating, but with a well-structured budget, you can ensure a stress-f
In this episode, we explore the critical role of the fiduciary standard in the relationship between financial advisors and their clients, mirroring the trust you place in your doctor or mechanic. Understanding what it means for an advisor to ac
"Equity Compensation and Your Financial Plan" dives into the complex world of stock options and stock units within the landscape of equity compensation. This episode of "Purposeful Planning" guides listeners through the stages of a professional
Join us on "Purposeful Planning" as we embark on a generational journey through the values, financial behaviors, and investment strategies that define Baby Boomers, Gen X, Millennials, and Gen Z. This episode delves into how each generation's u
Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration.If you missed any of our past episodes, you ca
In this episode, we delve into a concern that looms large for those in or approaching retirement: healthcare costs. It's more important than ever to comprehend and prepare for these costs, as many Americans are concerned about how they will be
In this episode, we delve into a concern that looms large for those in or approaching retirement: healthcare costs. It's more important than ever to comprehend and prepare for these costs, as many Americans are concerned about how they will be
Dive into the digital realm of cybersecurity with us as we unpack essential tips to protect your financial information online. In a world where cyber threats lurk around every corner, equip yourself with knowledge and best practices to defend a
Join us in this informative episode, where we explore the intricacies of Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs). Understanding these forms of equity compensation is vital for many in today's workforce. We discuss strat
This episode of our podcast focuses on the financial strategies crucial for small business owners. From diversifying income streams to succession planning, we cover essential tactics to help entrepreneurs translate their business success into p
Explore the transformative power of financial gifts from grandparents in this episode. We discuss how these gifts can extend beyond monetary value to impart vital financial lessons to grandchildren. From discussing investment growth in a 529 pl
In this episode, we explore critical year-end tax strategies to optimize your finances before 2023 ends. From deferring income to maximizing retirement contributions, we cover essential moves that can significantly affect your tax bill. Tune in
Unlocking Medicare Open Enrollment: In this episode, we help you navigate the confusing Medicare enrollment process with ease. From essential resources and enrollment timelines to understanding various Medicare plans, we clarify this crucial as
Is early retirement a realistic dream or a fleeting fantasy? In this "Purposeful Planning" episode, we dissect the complexities of stepping away from the 9-5 earlier than expected. From managing debts and securing healthcare to ensuring you're
In this edition of "Purposeful Planning," we explore the intricate balance of the "sandwich generation" - individuals caught between supporting both their children and aging parents. Delve into key tax provisions that can offer relief amidst th
Unveiling the landmark changes of SECURE 2.0 from December 2022, we delve into its impact on retirement plans and tax-favored savings, spotlighting the 529 education plan. Tune in to explore how SECURE 2.0 has crafted fresh opportunities for
In this episode of Purposeful Planning, we explore the financial pros and cons of owning a vacation home. Real estate offers diversification and potential for rental income, but market risk and carrying costs should be carefully considered. Hav
In this episode of Purposeful Planning, we explore the financial pros and cons of owning a vacation home. Real estate offers diversification and potential for rental income, but market risk and carrying costs should be carefully considered. Hav
In this episode, we delve into the crucial topic of transitioning into retirement and how it affects your insurance needs, with a focus on life and health coverage. Join us as we explore essential facts to help you navigate through the complexi
In this episode, in our latest episode of Purposeful Planning, we discuss some special financial considerations for those who are considering or already involved in creating a new blended family.If you missed any of our past episodes, you can h
Many philanthropically-minded families are uncertain about how to get started. We outline some initial steps you can take to get a philanthropic organization started on the right foot. If you missed any of our past episodes, you can hear them i
Many philanthropically-minded families are uncertain about how to get started. We outline some initial steps you can take to get a philanthropic organization started on the right foot. If you missed any of our past episodes, you can hear them i
Explore the value of overcoming recency bias and concentrating on the time-tested investment principle of saving before investing in this audio series.If you missed any of our past episodes, you can hear them in your favorite podcast app, just
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