Purposeful Planning with Aspen Wealth Management: Recent Episodes
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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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 strategic approach for planning your sudden wealth and helping it become a lasting benefit, covering everything from the initial steps after receiving a windfall to long-term wealth management and planning.
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Sources:
- https://www.investmentnews.com/industry-news/archive/cfp-bets-on-lottery-initiative-5474
- https://www.amazon.com/Purposeful-Planning-Aspen-Wealth-Management/dp/B0888121RM/
- https://www.aspenwealthmgmt.com/resource-center/blog/my-ship-came-in-what-do-i-do-now
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 for more information.
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-free and financially secure retirement. Join us as we discuss practical steps for crafting a retirement budget that aligns with your lifestyle goals, explore budgeting frameworks like the 50/30/20 rule, and provide insights on managing your cash flow effectively.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 act as a fiduciary can significantly impact your investment strategy and overall financial well-being. Listen as we explain the fiduciary standard and why ensuring your advisor's interests align ideally with your own is essential.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
"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 career, from the early years of accumulation to the considerations for retirement, addressing the critical aspects of taxation and diversification. Join us as we navigate the nuances of making equity compensation work for you, ensuring it aligns seamlessly with your broader financial objectives.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 unique experiences shape their approach to saving, investing, and planning for the future. With insights tailored to every listener, regardless of generational identity, we uncover strategies for navigating the financial landscape of today and tomorrow.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 paid. We'll look at doable solutions, such as clever savings plans and maximizing employer benefits, for reducing healthcare expenses in retirement. Listen as we look at the intricacies of Medicare, HSAs, and more, providing you with the knowledge to secure a healthier, financially stable retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 against potential cyberattacks. Learn how Aspen Wealth Management is committed to ensuring your financial well-being in this tech-savvy era. Stay informed and stay secure!
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 strategically incorporating these options into your financial planning and managing the associated risks. Join the Aspen Wealth Management team and learn how to maximize the benefits of your stock options while maintaining a balanced financial portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 personal financial stability. Join us as we explore how small business owners can effectively manage their wealth, reduce risk, and plan for a prosperous future for their businesses and themselves.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 plan to setting up trusts and engaging with investment apps, we cover various ways grandparents can influence their grandchildren's financial future. Join us for an inspiring legacy and financial literacy conversation with Aspen Wealth Management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 for expert insights and make the most of the remaining days of the year with Aspen Wealth Management's actionable advice.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 aspect of retirement. Whether you're enrolling for the first time or adjusting your plan, arm yourself with insights and tools to make the most of your healthcare benefits. Plus, listen to how Aspen Wealth Management can guide your retirement journey. Tune in and make informed choices for a secure future!
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 financially and mentally prepared for life post-work, get insights that could pave your way to a fulfilling early retirement—presented by Aspen Wealth Management
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 the rising costs of dependent care. Whether you're a mid- to later-career professional or simply want to be prepared for the future, this episode offers vital insights. Join us to unravel the financial strategies that can make a difference. Presented by Aspen Wealth Management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 college graduates transitioning to the workforce through the revamped 529 plans. Secure your knowledge for a brighter financial future!
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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. Have a listen to some of the important pros and cons.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 complexities and make informed decisions. Remember, knowledge is key, and by staying informed, you can confidently approach your insurance needs in this new chapter of your life. Don't miss out on this valuable episode of Purposeful Planning!
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 for more information.
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 click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://buckinghamstrategicwealth.com/resources/investing/buckingham-weekly-perspectives-august-24-2022
-
https://www.wsj.com/articles/bank-collapse-crisis-timeline-724f6458
-
https://www.thebalance.com/what-is-the-greece-debt-crisis-3305525
-
https://www.biography.com/crime-figure/bernard-madoff
-
https://www.thebalance.com/what-was-the-dotcom-bubble-5209336
-
https://education.nationalgeographic.org/resource/Y2K-bug
-
https://www.wsj.com/articles/when-americans-took-to-the-streets-over-inflation-11623412801
-
https://www.federalreservehistory.org/essays/savings-and-loan-crisis
-
https://www.washingtonpost.com/history/2021/05/13/gas-shortages-1970s/
-
https://www.wsj.com/articles/35-ways-to-jump-start-your-emergency-savings-11590537591
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
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 click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://buckinghamstrategicwealth.com/resources/investing/buckingham-weekly-perspectives-august-24-2022
-
https://www.wsj.com/articles/bank-collapse-crisis-timeline-724f6458
-
https://www.thebalance.com/what-is-the-greece-debt-crisis-3305525
-
https://www.biography.com/crime-figure/bernard-madoff
-
https://www.thebalance.com/what-was-the-dotcom-bubble-5209336
-
https://education.nationalgeographic.org/resource/Y2K-bug
-
https://www.wsj.com/articles/when-americans-took-to-the-streets-over-inflation-11623412801
-
https://www.federalreservehistory.org/essays/savings-and-loan-crisis
-
https://www.washingtonpost.com/history/2021/05/13/gas-shortages-1970s/
-
https://www.wsj.com/articles/35-ways-to-jump-start-your-emergency-savings-11590537591
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Explore the complexities of sequence risk in our audio series, which delves into the unpredictable factors that can impact your retirement planning. Learn how to mitigate sequence risk and build a strong portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Explore the complexities of sequence risk in our audio series, which delves into the unpredictable factors that can impact your retirement planning. Learn how to mitigate sequence risk and build a strong portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
As the economic landscape shifts, it's important to stay up to date on the latest developments. This audio series dives deep into the impact of interest rates and inflation on investment strategies so that you can make informed decisions.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://www.federalreserveeducation.org/about-the-fed/structure-and-functions/monetary-policy
-
https://www.federalreserve.gov/boarddocs/speeches/1996/19961205.htm
-
https://cpiinflationcalculator.com/1980-cpi-inflation-united-states/
-
https://www.wsj.com/articles/when-americans-took-to-the-streets-over-inflation-11623412801
-
https://en.wikipedia.org/wiki/Paul_Volcker
-
https://cpiinflationcalculator.com/1983-cpi-inflation-united-states/
-
https://www.stlouistrust.com/insights/should-we-be-scared-of-inflation/
-
https://en.wikipedia.org/wiki/Early_1980s_recession_in_the_United_States
-
https://magazine.wharton.upenn.edu/issues/spring-2016/how-to-see-the-future-and-know-it-when-you-see-it/
-
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899
-
https://www.dimensional.com/us-en/insights/all-eyes-on-the-fed-a-look-at-federal-funds-rate-bond-return-and-term-premium
-
https://www.etf.com/sections/index-investor-corner/swedroe-rising-rates-increase-worries?nopaging=1
-
https://alphaarchitect.com/2022/03/factor-investing-premiums-and-the-economic-cycle/
-
https://betterletter.substack.com/p/the-better-letter-chaos-is-a-friend?s=r
-
https://www.dimensional.com/us-en/insights/are-concerns-about-inflation-inflated
-
https://alphaarchitect.com/2021/04/inflation-and-the-value-premium/
-
https://www.wsj.com/articles/fed-raising-rates-bond-fund-strategy-11648825117
-
https://www.etf.com/sections/index-investor-corner/swedroe-rising-rates-increase-worries?nopaging=1
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
As the economic landscape shifts, it's important to stay up to date on the latest developments. This audio series dives deep into the impact of interest rates and inflation on investment strategies so that you can make informed decisions.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://www.federalreserveeducation.org/about-the-fed/structure-and-functions/monetary-policy
-
https://www.federalreserve.gov/boarddocs/speeches/1996/19961205.htm
-
https://cpiinflationcalculator.com/1980-cpi-inflation-united-states/
-
https://www.wsj.com/articles/when-americans-took-to-the-streets-over-inflation-11623412801
-
https://en.wikipedia.org/wiki/Paul_Volcker
-
https://cpiinflationcalculator.com/1983-cpi-inflation-united-states/
-
https://www.stlouistrust.com/insights/should-we-be-scared-of-inflation/
-
https://en.wikipedia.org/wiki/Early_1980s_recession_in_the_United_States
-
https://magazine.wharton.upenn.edu/issues/spring-2016/how-to-see-the-future-and-know-it-when-you-see-it/
-
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3882899
-
https://www.dimensional.com/us-en/insights/all-eyes-on-the-fed-a-look-at-federal-funds-rate-bond-return-and-term-premium
-
https://www.etf.com/sections/index-investor-corner/swedroe-rising-rates-increase-worries?nopaging=1
-
https://alphaarchitect.com/2022/03/factor-investing-premiums-and-the-economic-cycle/
-
https://betterletter.substack.com/p/the-better-letter-chaos-is-a-friend?s=r
-
https://www.dimensional.com/us-en/insights/are-concerns-about-inflation-inflated
-
https://alphaarchitect.com/2021/04/inflation-and-the-value-premium/
-
https://www.wsj.com/articles/fed-raising-rates-bond-fund-strategy-11648825117
-
https://www.etf.com/sections/index-investor-corner/swedroe-rising-rates-increase-worries?nopaging=1
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Proper asset location can be a challenge, but it's worth it to minimize taxes and keep more of your wealth. Learn about some key considerations in this audio series.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Proper asset location can be a challenge, but it's worth it to minimize taxes and keep more of your wealth. Learn about some key considerations in this audio series.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
The “right” time to take Social Security is a highly individual decision that must take into account a variety of different factors. In this audio series, we go over the most common of those factors to help you choose what’s best for your situation.
Sources:
-
https://www.ssa.gov/history/tally.html
-
https://www.ssa.gov/benefits/retirement/planner/ageincrease.html
-
https://www.kitces.com/blog/how-delaying-social-security-can-be-the-best-long-term-investment-or-annuity-money-can-buy/
-
https://www.ssa.gov/cgi-bin/longevity.cgi
-
https://faq.ssa.gov/en-US/Topic/article/KA-01921
-
https://www.ssa.gov/disability/
-
https://faq.ssa.gov/en-US/Topic/article/KA-02053
-
https://www.ssa.gov/benefits/retirement/planner/taxes.html
-
https://www.healthcare.gov/income-and-household-information/income/
-
https://www.ssa.gov/myaccount/
-
https://www.ssa.gov/OACT/quickcalc/
-
https://www.aarp.org/retirement/social-security/questions-answers/collecting-social-security-benefits-retroactively.html
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
The “right” time to take Social Security is a highly individual decision that must take into account a variety of different factors. In this audio series, we go over the most common of those factors to help you choose what’s best for your situation.
Sources:
-
https://www.ssa.gov/history/tally.html
-
https://www.ssa.gov/benefits/retirement/planner/ageincrease.html
-
https://www.kitces.com/blog/how-delaying-social-security-can-be-the-best-long-term-investment-or-annuity-money-can-buy/
-
https://www.ssa.gov/cgi-bin/longevity.cgi
-
https://faq.ssa.gov/en-US/Topic/article/KA-01921
-
https://www.ssa.gov/disability/
-
https://faq.ssa.gov/en-US/Topic/article/KA-02053
-
https://www.ssa.gov/benefits/retirement/planner/taxes.html
-
https://www.healthcare.gov/income-and-household-information/income/
-
https://www.ssa.gov/myaccount/
-
https://www.ssa.gov/OACT/quickcalc/
-
https://www.aarp.org/retirement/social-security/questions-answers/collecting-social-security-benefits-retroactively.html
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
In the second part of our series, Tax-Wise Investing Tips, we go over how asset location and coordination between your financial team can help you effectively manage the taxes on your investments.
Listen to part one of our series here.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
In the second part of our series, Tax-Wise Investing Tips, we go over how asset location and coordination between your financial team can help you effectively manage the taxes on your investments.
Listen to part one of our series here.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Saving on taxes is on everyone’s minds during tax season, but if you really want to reduce your tax burden, you need to be thinking about it all year long. In this audio series, we discuss personal habits you can embrace that make for tax-efficient investing.
Sources:
-
http://www.wsj.com/articles/after-a-bad-year-for-funds-prepare-for-a-tax-hit-1419653193
-
http://seekingalpha.com/article/1979461-start-paying-attention-to-tax-efficiency
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Saving on taxes is on everyone’s minds during tax season, but if you really want to reduce your tax burden, you need to be thinking about it all year long. In this audio series, we discuss personal habits you can embrace that make for tax-efficient investing.
Sources:
-
http://www.wsj.com/articles/after-a-bad-year-for-funds-prepare-for-a-tax-hit-1419653193
-
http://seekingalpha.com/article/1979461-start-paying-attention-to-tax-efficiency
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Market turbulence makes it difficult to stick to investing best practices, even for seasoned investors. This audio series takes a look at five well-known financial adages and tips for sticking to them even during volatility.
Sources:
https://www.nobelprize.org/prizes/economic-sciences/1990/press-release/
https://www.advisorperspectives.com/articles/2018/11/05/what-to-do-when-an-investment-strategy-performs-poorly
https://www.wsj.com/articles/the-high-financial-price-of-our-short-attention-spans-1540174321
https://www.amazon.com/Investment-Gurus-Managers-Institute-Finance-ebook/dp/B0012M2IWS/ref=sr_1_2
https://www.cmu.edu/news/stories/archives/2015/june/bias-blind-spot.html
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications and does not necessarily represent the views of the presenting party nor their affiliates. 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 for more information.
Market turbulence makes it difficult to stick to investing best practices, even for seasoned investors. This audio series takes a look at five well-known financial adages and tips for sticking to them even during volatility.
Sources:
https://www.nobelprize.org/prizes/economic-sciences/1990/press-release/
https://www.advisorperspectives.com/articles/2018/11/05/what-to-do-when-an-investment-strategy-performs-poorly
https://www.wsj.com/articles/the-high-financial-price-of-our-short-attention-spans-1540174321
https://www.amazon.com/Investment-Gurus-Managers-Institute-Finance-ebook/dp/B0012M2IWS/ref=sr_1_2
https://www.cmu.edu/news/stories/archives/2015/june/bias-blind-spot.html
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications and does not necessarily represent the views of the presenting party nor their affiliates. 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 for more information.
On December 29, 2022, the SECURE 2.0 Act was passed into law. It contains lots of changes to retirement savings rules, most of which are beneficial to savers. From individual and employer-sponsored accounts to catch-up contributions, RMDs, and more, this series gives an overview of what’s included and when the various provisions go into effect.
Sources:
-
https://www.congress.gov/bill/117th-congress/house-bill/2617/text
-
https://www.thestreet.com/retirement-daily/saving-investing-for-retirement/how-will-secure-2-0-affect-you
-
https://www.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
On December 29, 2022, the SECURE 2.0 Act was passed into law. It contains lots of changes to retirement savings rules, most of which are beneficial to savers. From individual and employer-sponsored accounts to catch-up contributions, RMDs, and more, this series gives an overview of what’s included and when the various provisions go into effect.
Sources:
-
https://www.congress.gov/bill/117th-congress/house-bill/2617/text
-
https://www.thestreet.com/retirement-daily/saving-investing-for-retirement/how-will-secure-2-0-affect-you
-
https://www.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth. For decades, the fiduciary standard has shaped this highest level of care for those of us committed to delivering it. However, it has probably become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not.
Sources:
-
https://www.thinkadvisor.com/2019/03/18/sec-using-best-interest-as-a-marketing-slogan-phyllis-borzi/
-
https://www.investmentnews.com/historical-timeline-of-fiduciary-duty-for-financial-advice-66755
-
https://www.sec.gov/regulation-best-interest
-
https://www.thinkadvisor.com/2020/01/31/reg-bi-creates-fake-fiduciaries-jane-bryant-quinn/
-
https://www.thinkadvisor.com/2020/07/29/dol-abandons-its-statutory-mission-to-protect-retirement-savers/
-
https://www.kitces.com/blog/xy-planning-network-vs-sec-regulation-best-interest-separation-sales-financial-planning-advice-double-standard/
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth. For decades, the fiduciary standard has shaped this highest level of care for those of us committed to delivering it. However, it has probably become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not.
Sources:
-
https://www.thinkadvisor.com/2019/03/18/sec-using-best-interest-as-a-marketing-slogan-phyllis-borzi/
-
https://www.investmentnews.com/historical-timeline-of-fiduciary-duty-for-financial-advice-66755
-
https://www.sec.gov/regulation-best-interest
-
https://www.thinkadvisor.com/2020/01/31/reg-bi-creates-fake-fiduciaries-jane-bryant-quinn/
-
https://www.thinkadvisor.com/2020/07/29/dol-abandons-its-statutory-mission-to-protect-retirement-savers/
-
https://www.kitces.com/blog/xy-planning-network-vs-sec-regulation-best-interest-separation-sales-financial-planning-advice-double-standard/
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
While 2023 is still young, one of the best things you can do for your future self is to get your finances prepared for the rest of the year. In this audio series, we present ten financial best practices to help you jump-start the process.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
-
https://www.agingwithdignity.org/
-
https://www.consumerreports.org/health/help-your-college-age-child-in-a-medical-emergency/
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 material was prepared by Wendy J. Cook Communications and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
While 2023 is still young, one of the best things you can do for your future self is to get your finances prepared for the rest of the year. In this audio series, we present ten financial best practices to help you jump-start the process.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
-
https://www.agingwithdignity.org/
-
https://www.consumerreports.org/health/help-your-college-age-child-in-a-medical-emergency/
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 material was prepared by Wendy J. Cook Communications and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Having an up-to-date estate plan is one of the greatest gifts you can leave to your loved ones, saving them much added stress and turmoil at a time when they are grieving your loss.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Sources:
-
https://www.caring.com/caregivers/estate-planning/wills-survey/
-
https://www.estateexec.com/Docs/General_Statistics
-
https://www.aarp.org/money/budgeting-saving/info-05-2013/5-things-to-know-about-being-an-executor.html
-
https://www.nolo.com/legal-encyclopedia/probate-faq.html
-
https://www.thinkadvisor.com/2021/04/21/8-trusts-that-can-help-reduce-estate-taxes/
-
https://www.thebalance.com/what-does-it-mean-to-fund-a-trust-3505280
-
https://www.cnet.com/how-to/best-password-manager/
Hosted on Acast. See acast.com/privacy for more information.
When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Having an up-to-date estate plan is one of the greatest gifts you can leave to your loved ones, saving them much added stress and turmoil at a time when they are grieving your loss.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Sources:
-
https://www.caring.com/caregivers/estate-planning/wills-survey/
-
https://www.estateexec.com/Docs/General_Statistics
-
https://www.aarp.org/money/budgeting-saving/info-05-2013/5-things-to-know-about-being-an-executor.html
-
https://www.nolo.com/legal-encyclopedia/probate-faq.html
-
https://www.thinkadvisor.com/2021/04/21/8-trusts-that-can-help-reduce-estate-taxes/
-
https://www.thebalance.com/what-does-it-mean-to-fund-a-trust-3505280
-
https://www.cnet.com/how-to/best-password-manager/
Hosted on Acast. See acast.com/privacy for more information.
As we head towards the new year, many people are ready to close the books on 2022. But before you do, consider these six financial action items so you don’t miss out on any last-minute opportunities.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://www.wsj.com/articles/money-market-fees-11666363238
-
https://humbledollar.com/2022/11/should-have-waited/
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
As we head towards the new year, many people are ready to close the books on 2022. But before you do, consider these six financial action items so you don’t miss out on any last-minute opportunities.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
Sources:
-
https://www.wsj.com/articles/money-market-fees-11666363238
-
https://humbledollar.com/2022/11/should-have-waited/
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
The doom and gloom of the financial news of late has a lot of investors wondering whether they should stick with their long-term plan or if they’d be better off attempting to time the market. Before you abandon your plan, take a look at the data.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Sources:
1. https://www.wsj.com/articles/the-power-of-positive-thinking-returns-to-markets-11659239029
2. https://www.morningstar.com/articles/1104061/have-tactical-asset-allocation-funds-earned-their-keep
Hosted on Acast. See acast.com/privacy for more information.
The doom and gloom of the financial news of late has a lot of investors wondering whether they should stick with their long-term plan or if they’d be better off attempting to time the market. Before you abandon your plan, take a look at the data.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Sources:
1. https://www.wsj.com/articles/the-power-of-positive-thinking-returns-to-markets-11659239029
2. https://www.morningstar.com/articles/1104061/have-tactical-asset-allocation-funds-earned-their-keep
Hosted on Acast. See acast.com/privacy for more information.
If you have access to a flexible spending account (FSA) through your employer, it’s a useful benefit that can save you money and help defray medical expenses. But many employees fail to use the money before the end of the year and risk forfeiting the funds. Others, not fully understanding the benefits of an FSA, may forgo this benefit altogether.
Here’s what you need to know about FSAs and how to maximize the benefits you get from them without forfeiting money at the end of the year.
If you have access to a flexible spending account (FSA) through your employer, it’s a useful benefit that can save you money and help defray medical expenses. But many employees fail to use the money before the end of the year and risk forfeiting the funds. Others, not fully understanding the benefits of an FSA, may forgo this benefit altogether.
Here’s what you need to know about FSAs and how to maximize the benefits you get from them without forfeiting money at the end of the year.
When the market seems uncertain, it’s human nature to want to do something about it in an attempt to protect our investments. But timing the market is perilous and rarely a smart move. These four points are important to remember before trying to time the market.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
When the market seems uncertain, it’s human nature to want to do something about it in an attempt to protect our investments. But timing the market is perilous and rarely a smart move. These four points are important to remember before trying to time the market.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Tax planning is a complex topic, but the potential savings makes it worth delving into. There are a wide variety of tax planning tools available and an even wider variety of ways to put them to use in your investing and financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Tax planning is a complex topic, but the potential savings makes it worth delving into. There are a wide variety of tax planning tools available and an even wider variety of ways to put them to use in your investing and financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Tax planning is a complex topic, but the potential savings makes it worth delving into. There are a wide variety of tax planning tools available and an even wider variety of ways to put them to use in your investing and financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a professional, and avoiding scams, you’ll be ahead of the game and better able to minimize your tax burden.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a professional, and avoiding scams, you’ll be ahead of the game and better able to minimize your tax burden.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a professional, and avoiding scams, you’ll be ahead of the game and better able to minimize your tax burden.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a professional, and avoiding scams, you’ll be ahead of the game and better able to minimize your tax burden.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a professional, and avoiding scams, you’ll be ahead of the game and better able to minimize your tax burden.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Starting early with your tax planning rather than scrambling at the last minute can help you worry less and increase your ability to optimize your tax savings. By knowing the basics, working with a professional, and avoiding scams, you’ll be ahead of the game and better able to minimize your tax burden.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Before the year ends, put a plan in place to get the most out of your total compensation next year. Taking the time to crunch the numbers now can pay off in the long run. A little extra effort to ensure you’re on track can go a long way toward achieving your goals, with your employer as your partner in success.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Before the year ends, put a plan in place to get the most out of your total compensation next year. Taking the time to crunch the numbers now can pay off in the long run. A little extra effort to ensure you’re on track can go a long way toward achieving your goals, with your employer as your partner in success.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Before the year ends, put a plan in place to get the most out of your total compensation next year. Taking the time to crunch the numbers now can pay off in the long run. A little extra effort to ensure you’re on track can go a long way toward achieving your goals, with your employer as your partner in success.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. 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 for more information.
Before the year ends, put a plan in place to get the most out of your total compensation next year. Taking the time to crunch the numbers now can pay off in the long run. A little extra effort to ensure you’re on track can go a long way toward achieving your goals, with your employer as your partner in success.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
In the digital era, nearly everyone has digital assets, whether they realize it or not. It can be painful for loved ones to realize they can’t access your digital property that could hold monetary value or sentimental value — from Bitcoin to grandma’s recipes saved on your hard drive to precious family photos. While developing your estate plan to pass on investments, cash, real estate, and more, don’t forget to plan for your digital valuables too.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
In the digital era, nearly everyone has digital assets, whether they realize it or not. It can be painful for loved ones to realize they can’t access your digital property that could hold monetary value or sentimental value — from Bitcoin to grandma’s recipes saved on your hard drive to precious family photos. While developing your estate plan to pass on investments, cash, real estate, and more, don’t forget to plan for your digital valuables too.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
As our brains age, cognitive impairment can interfere with our ability to make sound financial decisions and leave us vulnerable to elder financial abuse. This audio series covers steps you can take to safeguard your money from mistakes and fraud.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
As our brains age, cognitive impairment can interfere with our ability to make sound financial decisions and leave us vulnerable to elder financial abuse. This audio series covers steps you can take to safeguard your money from mistakes and fraud.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
Limiting your spending during your vacation doesn't have to mean limiting your fun or the experiences you have. This series covers how to avoid breaking the bank on your next vacation by budgeting smartly, planning carefully, and keeping your spending in check.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
Limiting your spending during your vacation doesn't have to mean limiting your fun or the experiences you have. This series covers how to avoid breaking the bank on your next vacation by budgeting smartly, planning carefully, and keeping your spending in check.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
Factoring costs versus benefits when deciding whether or not to adopt a pet will not give you an easy answer. This audio series weighs the advantages of pet ownership against the financial responsibilities pet owners must be prepared to accept.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
Factoring costs versus benefits when deciding whether or not to adopt a pet will not give you an easy answer. This audio series weighs the advantages of pet ownership against the financial responsibilities pet owners must be prepared to accept.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
Public benefits programs for people with disabilities and other limitations have restrictions that make it challenging for the person’s needs to be adequately covered beyond the bare minimum. Special needs trusts can help. This audio series covers the benefits of a special needs trust, various types of trusts, and how to set one up.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
Public benefits programs for people with disabilities and other limitations have restrictions that make it challenging for the person’s needs to be adequately covered beyond the bare minimum. Special needs trusts can help. This audio series covers the benefits of a special needs trust, various types of trusts, and how to set one up.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
There’s no question that insurance is important for all married couples, but as an older couple, your circumstances are likely more complicated and so are your insurance needs. Here’s what you need to know about insurance when you marry later in life.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
There’s no question that insurance is important for all married couples, but as an older couple, your circumstances are likely more complicated and so are your insurance needs. Here’s what you need to know about insurance when you marry later in life.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
People often put off designating a power of attorney because it’s unpleasant to think about being in the position of needing someone else to handle your affairs. However, having that legal box checked off is important if you want your affairs—financial and otherwise—to be handled should you be unable to due to an illness or injury.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
People often put off designating a power of attorney because it’s unpleasant to think about being in the position of needing someone else to handle your affairs. However, having that legal box checked off is important if you want your affairs—financial and otherwise—to be handled should you be unable to due to an illness or injury.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
There are tendencies that we experience when handling our money that are largely driven by our “money personality.” In this audio series, we identify 5 different money personalities created by Olivia Mellan and Sherry Christie, which offer insight into the way we feel and act with our money.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
There are tendencies that we experience when handling our money that are largely driven by our “money personality.” In this audio series, we identify 5 different money personalities created by Olivia Mellan and Sherry Christie, which offer insight into the way we feel and act with our money.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
It’s not always possible for family members to take on the caregiving role for aging or disabled relatives. This audio series covers important points to keep in mind for choosing the best caregiver for your loved one.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized employer/employee advice. We suggest that you discuss your specific scenario with a qualified legal advisor.
This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
It’s not always possible for family members to take on the caregiving role for aging or disabled relatives. This audio series covers important points to keep in mind for choosing the best caregiver for your loved one.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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 is not intended to be a substitute for specific individualized employer/employee advice. We suggest that you discuss your specific scenario with a qualified legal advisor.
This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
See acast.com/privacy for privacy and opt-out information.
When it comes to what retirement means and how to best prepare, there’s a lot of overgeneralized advice and conflicting ideas out there. This series debunks some of the most common retirement myths to clear up confusion and dispel potentially harmful misconceptions.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
When it comes to what retirement means and how to best prepare, there’s a lot of overgeneralized advice and conflicting ideas out there. This series debunks some of the most common retirement myths to clear up confusion and dispel potentially harmful misconceptions.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Some home improvements are more likely to have a positive return on investment than others. This audio series covers outer improvements, adding more space, and remodeling to make better use of space in ways that may add value to your home.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Some home improvements are more likely to have a positive return on investment than others. This audio series covers outer improvements, adding more space, and remodeling to make better use of space in ways that may add value to your home.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
With the transfer of assets after your death, your hard-earned estate is vulnerable to a number of factors and there is a lot at stake, regardless of its size. This series covers why and how to protect your kids (or other beneficiaries) from themselves and safeguard their inheritance with trusts.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
With the transfer of assets after your death, your hard-earned estate is vulnerable to a number of factors and there is a lot at stake, regardless of its size. This series covers why and how to protect your kids (or other beneficiaries) from themselves and safeguard their inheritance with trusts.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, a growing segment of the population—known as elder orphans or solo seniors—have different concerns and needs to consider than couples and parents. This series covers important steps for single seniors to retire confidently
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, a growing segment of the population—known as elder orphans or solo seniors—have different concerns and needs to consider than couples and parents. This series covers important steps for single seniors to retire confidently
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Couples of all ages need to take steps to protect their financial future, but marrying later in life often brings more complexity and a greater sense of gravity to the table. This series covers what you need to know about insurance when you marry later in life.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Couples of all ages need to take steps to protect their financial future, but marrying later in life often brings more complexity and a greater sense of gravity to the table. This series covers what you need to know about insurance when you marry later in life.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
It’s always a good idea to check in on the state of your finances heading into a new year; with so many unexpected changes over the past two years, it’s even more important. This audio series covers financial health tips for 2022 and beyond that will help to ensure you’re on the path to a prosperous new year and bright financial future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
It’s always a good idea to check in on the state of your finances heading into a new year; with so many unexpected changes over the past two years, it’s even more important. This audio series covers financial health tips for 2022 and beyond that will help to ensure you’re on the path to a prosperous new year and bright financial future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Getting some extra money through a bonus or raise at work can be both exciting and stressful. This series offers ideas on what to do with your raise or bonus to make the most of your situation, while considering possible tax implications and your overall financial plan.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Getting some extra money through a bonus or raise at work can be both exciting and stressful. This series offers ideas on what to do with your raise or bonus to make the most of your situation, while considering possible tax implications and your overall financial plan.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual
See acast.com/privacy for privacy and opt-out information.
Estate management is about preserving the assets you have spent a lifetime building. This audio series covers how estate management protects your spouse, children, or other heirs, ensuring your assets are distributed how and when you want in the most tax-effective way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Estate management is about preserving the assets you have spent a lifetime building. This audio series covers how estate management protects your spouse, children, or other heirs, ensuring your assets are distributed how and when you want in the most tax-effective way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the case of an individual with a retirement account that contains employer securities, the IRS has allowed for what’s called Net Unrealized Appreciation, otherwise known as NUA. This series looks at the requirements of NUA, how it works, and the advantages and disadvantages of electing this special tax treatment.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the case of an individual with a retirement account that contains employer securities, the IRS has allowed for what’s called Net Unrealized Appreciation, otherwise known as NUA. This series looks at the requirements of NUA, how it works, and the advantages and disadvantages of electing this special tax treatment.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If moving into a Continuing Care Retirement Community is something you are considering, it’s important to know about the various types of contracts available to residents. This series covers extensive or full-care, modified life care, fee-for-service, rental, and refundable contracts.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If moving into a Continuing Care Retirement Community is something you are considering, it’s important to know about the various types of contracts available to residents. This series covers extensive or full-care, modified life care, fee-for-service, rental, and refundable contracts.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
There are tendencies that we experience when handling our money that are largely driven by our “money personality.” In this audio series, we identify 5 different money personalities created by Olivia Mellan and Sherry Christie, which offer insight into the way we feel and act with our money.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
There are tendencies that we experience when handling our money that are largely driven by our “money personality.” In this audio series, we identify 5 different money personalities created by Olivia Mellan and Sherry Christie, which offer insight into the way we feel and act with our money.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some of the most prevalent biases we see today.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some of the most prevalent biases we see today.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some of the most prevalent biases we see today.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some of the most prevalent biases we see today.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. But history shows that investors tend to make irrational decisions due to a variety of different biases and tendencies, which in turn make the markets inefficient. This is one of the key concepts in behavioral finance, and this audio series covers some of the most prevalent biases we see today.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
The purpose of life insurance is to replace your income for your dependents after you pass. But one of the hardest things to figure out with life insurance is which policy you need because there are so many choices. This series covers the types of life insurance that are the most common policies offered, how to choose the right policy, and how much coverage you need.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If you want to enjoy the holidays this year and still manage your financial goals for the coming year, you’ll need to create a holiday budget and stick to it. This series covers practical tips to budget for the holidays without breaking the bank or taking the joy out of the season.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If you want to enjoy the holidays this year and still manage your financial goals for the coming year, you’ll need to create a holiday budget and stick to it. This series covers practical tips to budget for the holidays without breaking the bank or taking the joy out of the season.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If you want to enjoy the holidays this year and still manage your financial goals for the coming year, you’ll need to create a holiday budget and stick to it. This series covers practical tips to budget for the holidays without breaking the bank or taking the joy out of the season.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If you want to enjoy the holidays this year and still manage your financial goals for the coming year, you’ll need to create a holiday budget and stick to it. This series covers practical tips to budget for the holidays without breaking the bank or taking the joy out of the season.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
If you want to enjoy the holidays this year and still manage your financial goals for the coming year, you’ll need to create a holiday budget and stick to it. This series covers practical tips to budget for the holidays without breaking the bank or taking the joy out of the season.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
We are three to five times more likely to become disabled than to pass away prematurely, yet people are more financially prepared for their potential premature death than disability. If you are looking to learn about the basics and benefits of disability insurance, how much of it you need, and other ways to plan for disability, this series is a great starting point.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
We are three to five times more likely to become disabled than to pass away prematurely, yet people are more financially prepared for their potential premature death than disability. If you are looking to learn about the basics and benefits of disability insurance, how much of it you need, and other ways to plan for disability, this series is a great starting point.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
We are three to five times more likely to become disabled than to pass away prematurely, yet people are more financially prepared for their potential premature death than disability. If you are looking to learn about the basics and benefits of disability insurance, how much of it you need, and other ways to plan for disability, this series is a great starting point.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
We are three to five times more likely to become disabled than to pass away prematurely, yet people are more financially prepared for their potential premature death than disability. If you are looking to learn about the basics and benefits of disability insurance, how much of it you need, and other ways to plan for disability, this series is a great starting point.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
We are three to five times more likely to become disabled than to pass away prematurely, yet people are more financially prepared for their potential premature death than disability. If you are looking to learn about the basics and benefits of disability insurance, how much of it you need, and other ways to plan for disability, this series is a great starting point.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
See acast.com/privacy for privacy and opt-out information.
Year-end tax planning for retirees provides a chance to identify available avenues for you to think strategically and lower your taxes for the coming year and over your lifetime. This series covers steps retirees can take and strategies they can use to minimize their tax burden next year and in the future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Year-end tax planning for retirees provides a chance to identify available avenues for you to think strategically and lower your taxes for the coming year and over your lifetime. This series covers steps retirees can take and strategies they can use to minimize their tax burden next year and in the future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Year-end tax planning for retirees provides a chance to identify available avenues for you to think strategically and lower your taxes for the coming year and over your lifetime. This series covers steps retirees can take and strategies they can use to minimize their tax burden next year and in the future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Year-end tax planning for retirees provides a chance to identify available avenues for you to think strategically and lower your taxes for the coming year and over your lifetime. This series covers steps retirees can take and strategies they can use to minimize their tax burden next year and in the future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Year-end tax planning for retirees provides a chance to identify available avenues for you to think strategically and lower your taxes for the coming year and over your lifetime. This series covers steps retirees can take and strategies they can use to minimize their tax burden next year and in the future.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Whatever money you have left after taking care of your expenses, you always want to ensure it is working for you, not against you. Looking carefully at how you handle cash at year end can make a difference in your tax burden and overall financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Whatever money you have left after taking care of your expenses, you always want to ensure it is working for you, not against you. Looking carefully at how you handle cash at year end can make a difference in your tax burden and overall financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Whatever money you have left after taking care of your expenses, you always want to ensure it is working for you, not against you. Looking carefully at how you handle cash at year end can make a difference in your tax burden and overall financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Whatever money you have left after taking care of your expenses, you always want to ensure it is working for you, not against you. Looking carefully at how you handle cash at year end can make a difference in your tax burden and overall financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Whatever money you have left after taking care of your expenses, you always want to ensure it is working for you, not against you. Looking carefully at how you handle cash at year end can make a difference in your tax burden and overall financial planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Open enrollment is a period of time during the year that you get to enroll or change your health insurance benefits. The options you have may be overwhelming, so if you’re looking to learn more about how different health insurance benefits can factor into your financial plan, this series is a great place to start.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Open enrollment is a period of time during the year that you get to enroll or change your health insurance benefits. The options you have may be overwhelming, so if you’re looking to learn more about how different health insurance benefits can factor into your financial plan, this series is a great place to start.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Open enrollment is a period of time during the year that you get to enroll or change your health insurance benefits. The options you have may be overwhelming, so if you’re looking to learn more about how different health insurance benefits can factor into your financial plan, this series is a great place to start.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Open enrollment is a period of time during the year that you get to enroll or change your health insurance benefits. The options you have may be overwhelming, so if you’re looking to learn more about how different health insurance benefits can factor into your financial plan, this series is a great place to start.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Open enrollment is a period of time during the year that you get to enroll or change your health insurance benefits. The options you have may be overwhelming, so if you’re looking to learn more about how different health insurance benefits can factor into your financial plan, this series is a great place to start.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit or accumulating debts you are unable to pay can hurt you financially and shut doors you may not have even considered. It’s important to understand the ins and outs of successful credit management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit or accumulating debts you are unable to pay can hurt you financially and shut doors you may not have even considered. It’s important to understand the ins and outs of successful credit management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit or accumulating debts you are unable to pay can hurt you financially and shut doors you may not have even considered. It’s important to understand the ins and outs of successful credit management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit or accumulating debts you are unable to pay can hurt you financially and shut doors you may not have even considered. It’s important to understand the ins and outs of successful credit management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit or accumulating debts you are unable to pay can hurt you financially and shut doors you may not have even considered. It’s important to understand the ins and outs of successful credit management.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Autopay saves us a tremendous amount of time and takes tedious financial tasks off the table. Rather than spending hours each month managing a stack of bills, we can set up payment and forget it with a few quick clicks or taps. But autopay comes with both pros and cons that can feel like a blessing and a curse, and there are some things you’ll want to keep in mind if you decide to use it.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Autopay saves us a tremendous amount of time and takes tedious financial tasks off the table. Rather than spending hours each month managing a stack of bills, we can set up payment and forget it with a few quick clicks or taps. But autopay comes with both pros and cons that can feel like a blessing and a curse, and there are some things you’ll want to keep in mind if you decide to use it.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Autopay saves us a tremendous amount of time and takes tedious financial tasks off the table. Rather than spending hours each month managing a stack of bills, we can set up payment and forget it with a few quick clicks or taps. But autopay comes with both pros and cons that can feel like a blessing and a curse, and there are some things you’ll want to keep in mind if you decide to use it.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Autopay saves us a tremendous amount of time and takes tedious financial tasks off the table. Rather than spending hours each month managing a stack of bills, we can set up payment and forget it with a few quick clicks or taps. But autopay comes with both pros and cons that can feel like a blessing and a curse, and there are some things you’ll want to keep in mind if you decide to use it.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Autopay saves us a tremendous amount of time and takes tedious financial tasks off the table. Rather than spending hours each month managing a stack of bills, we can set up payment and forget it with a few quick clicks or taps. But autopay comes with both pros and cons that can feel like a blessing and a curse, and there are some things you’ll want to keep in mind if you decide to use it.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
People get into debt for a variety of reasons. Getting out of debt isn’t always easy but it’s always worth it. This audio series covers the difference between good and bad debt, why it’s important to be debt free, steps to becoming debt free, and what you should know about life after debt.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
People get into debt for a variety of reasons. Getting out of debt isn’t always easy but it’s always worth it. This audio series covers the difference between good and bad debt, why it’s important to be debt free, steps to becoming debt free, and what you should know about life after debt.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
People get into debt for a variety of reasons. Getting out of debt isn’t always easy but it’s always worth it. This audio series covers the difference between good and bad debt, why it’s important to be debt free, steps to becoming debt free, and what you should know about life after debt.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
People get into debt for a variety of reasons. Getting out of debt isn’t always easy but it’s always worth it. This audio series covers the difference between good and bad debt, why it’s important to be debt free, steps to becoming debt free, and what you should know about life after debt.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
People get into debt for a variety of reasons. Getting out of debt isn’t always easy but it’s always worth it. This audio series covers the difference between good and bad debt, why it’s important to be debt free, steps to becoming debt free, and what you should know about life after debt.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It’s in your best interest to ensure your credit is strong before retirement, not to mention keeping it that way once you’ve retired. If your score is less than ideal, it signals to lenders you may not be a good risk — especially if you aren’t working and can’t provide proof of income for repayment. This audio series covers how you can build and maintain a good credit score as a future or current retiree.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It’s in your best interest to ensure your credit is strong before retirement, not to mention keeping it that way once you’ve retired. If your score is less than ideal, it signals to lenders you may not be a good risk — especially if you aren’t working and can’t provide proof of income for repayment. This audio series covers how you can build and maintain a good credit score as a future or current retiree.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It’s in your best interest to ensure your credit is strong before retirement, not to mention keeping it that way once you’ve retired. If your score is less than ideal, it signals to lenders you may not be a good risk — especially if you aren’t working and can’t provide proof of income for repayment. This audio series covers how you can build and maintain a good credit score as a future or current retiree.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It’s in your best interest to ensure your credit is strong before retirement, not to mention keeping it that way once you’ve retired. If your score is less than ideal, it signals to lenders you may not be a good risk — especially if you aren’t working and can’t provide proof of income for repayment. This audio series covers how you can build and maintain a good credit score as a future or current retiree.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It’s in your best interest to ensure your credit is strong before retirement, not to mention keeping it that way once you’ve retired. If your score is less than ideal, it signals to lenders you may not be a good risk — especially if you aren’t working and can’t provide proof of income for repayment. This audio series covers how you can build and maintain a good credit score as a future or current retiree.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The right data in the wrong hands can cause a great deal of damage to your reputation and your bottom line. Understanding what a data breach is, how they occur, and how you can protect yourself can go a long way in stopping hackers in their tracks.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The right data in the wrong hands can cause a great deal of damage to your reputation and your bottom line. Understanding what a data breach is, how they occur, and how you can protect yourself can go a long way in stopping hackers in their tracks.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The right data in the wrong hands can cause a great deal of damage to your reputation and your bottom line. Understanding what a data breach is, how they occur, and how you can protect yourself can go a long way in stopping hackers in their tracks.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The right data in the wrong hands can cause a great deal of damage to your reputation and your bottom line. Understanding what a data breach is, how they occur, and how you can protect yourself can go a long way in stopping hackers in their tracks.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The right data in the wrong hands can cause a great deal of damage to your reputation and your bottom line. Understanding what a data breach is, how they occur, and how you can protect yourself can go a long way in stopping hackers in their tracks.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, many people focus almost entirely on financial planning. But what you might not realize now is that it’s just as important to plan for a happy and healthy retirement, no matter the size of your nest egg. This series covers five tips for a happy, healthy retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, many people focus almost entirely on financial planning. But what you might not realize now is that it’s just as important to plan for a happy and healthy retirement, no matter the size of your nest egg. This series covers five tips for a happy, healthy retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, many people focus almost entirely on financial planning. But what you might not realize now is that it’s just as important to plan for a happy and healthy retirement, no matter the size of your nest egg. This series covers five tips for a happy, healthy retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, many people focus almost entirely on financial planning. But what you might not realize now is that it’s just as important to plan for a happy and healthy retirement, no matter the size of your nest egg. This series covers five tips for a happy, healthy retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to retirement planning, many people focus almost entirely on financial planning. But what you might not realize now is that it’s just as important to plan for a happy and healthy retirement, no matter the size of your nest egg. This series covers five tips for a happy, healthy retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
A common point of confusion for novice and burgeoning investors is sorting out the differences between dividend versus growth investments and determining which to choose. Each type of investment has advantages and disadvantages, which depends on the investor’s individual goals, financial circumstances, and investment horizon.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
A common point of confusion for novice and burgeoning investors is sorting out the differences between dividend versus growth investments and determining which to choose. Each type of investment has advantages and disadvantages, which depends on the investor’s individual goals, financial circumstances, and investment horizon.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
A common point of confusion for novice and burgeoning investors is sorting out the differences between dividend versus growth investments and determining which to choose. Each type of investment has advantages and disadvantages, which depends on the investor’s individual goals, financial circumstances, and investment horizon.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
A common point of confusion for novice and burgeoning investors is sorting out the differences between dividend versus growth investments and determining which to choose. Each type of investment has advantages and disadvantages, which depends on the investor’s individual goals, financial circumstances, and investment horizon.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
A common point of confusion for novice and burgeoning investors is sorting out the differences between dividend versus growth investments and determining which to choose. Each type of investment has advantages and disadvantages, which depends on the investor’s individual goals, financial circumstances, and investment horizon.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are on the road to retirement, even if the date is decades away, it’s essential to consider the income benefit you can expect to earn from Social Security. The details you need to know can be found on your Social Security Statement. This audio series covers what’s included in the Social Security Statement, why it’s important to review it regularly, how to access your statement online, and what to do if you find incorrect information in your online statement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are on the road to retirement, even if the date is decades away, it’s essential to consider the income benefit you can expect to earn from Social Security. The details you need to know can be found on your Social Security Statement. This audio series covers what’s included in the Social Security Statement, why it’s important to review it regularly, how to access your statement online, and what to do if you find incorrect information in your online statement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are on the road to retirement, even if the date is decades away, it’s essential to consider the income benefit you can expect to earn from Social Security. The details you need to know can be found on your Social Security Statement. This audio series covers what’s included in the Social Security Statement, why it’s important to review it regularly, how to access your statement online, and what to do if you find incorrect information in your online statement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are on the road to retirement, even if the date is decades away, it’s essential to consider the income benefit you can expect to earn from Social Security. The details you need to know can be found on your Social Security Statement. This audio series covers what’s included in the Social Security Statement, why it’s important to review it regularly, how to access your statement online, and what to do if you find incorrect information in your online statement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are on the road to retirement, even if the date is decades away, it’s essential to consider the income benefit you can expect to earn from Social Security. The details you need to know can be found on your Social Security Statement. This audio series covers what’s included in the Social Security Statement, why it’s important to review it regularly, how to access your statement online, and what to do if you find incorrect information in your online statement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Going into a divorce, it’s important to understand what the financial consequences are, what you can do to prepare and protect your finances, and how your finances will be different after the divorce.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Going into a divorce, it’s important to understand what the financial consequences are, what you can do to prepare and protect your finances, and how your finances will be different after the divorce.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Going into a divorce, it’s important to understand what the financial consequences are, what you can do to prepare and protect your finances, and how your finances will be different after the divorce.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Going into a divorce, it’s important to understand what the financial consequences are, what you can do to prepare and protect your finances, and how your finances will be different after the divorce.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Going into a divorce, it’s important to understand what the financial consequences are, what you can do to prepare and protect your finances, and how your finances will be different after the divorce.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In this series, you’ll learn how inheritance tax works along with the fundamentals of estate tax (which is different from inheritance tax) and how to reduce these tax liabilities legally. This information will help you better plan, ensuring your assets are protected and passed to your beneficiaries in a strategic and efficient manner.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In this series, you’ll learn how inheritance tax works along with the fundamentals of estate tax (which is different from inheritance tax) and how to reduce these tax liabilities legally. This information will help you better plan, ensuring your assets are protected and passed to your beneficiaries in a strategic and efficient manner.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In this series, you’ll learn how inheritance tax works along with the fundamentals of estate tax (which is different from inheritance tax) and how to reduce these tax liabilities legally. This information will help you better plan, ensuring your assets are protected and passed to your beneficiaries in a strategic and efficient manner.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In this series, you’ll learn how inheritance tax works along with the fundamentals of estate tax (which is different from inheritance tax) and how to reduce these tax liabilities legally. This information will help you better plan, ensuring your assets are protected and passed to your beneficiaries in a strategic and efficient manner.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In this series, you’ll learn how inheritance tax works along with the fundamentals of estate tax (which is different from inheritance tax) and how to reduce these tax liabilities legally. This information will help you better plan, ensuring your assets are protected and passed to your beneficiaries in a strategic and efficient manner.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
With rising energy costs and growing concerns about greenhouse gasses and the threat of climate change, many people are on the search for eco-friendly and budget-friendly ways to lighten the load. Taking the steps to make your home more energy-efficient can help lower your electricity bill while also lowering your impact on the environment.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
With rising energy costs and growing concerns about greenhouse gasses and the threat of climate change, many people are on the search for eco-friendly and budget-friendly ways to lighten the load. Taking the steps to make your home more energy-efficient can help lower your electricity bill while also lowering your impact on the environment.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
With rising energy costs and growing concerns about greenhouse gasses and the threat of climate change, many people are on the search for eco-friendly and budget-friendly ways to lighten the load. Taking the steps to make your home more energy-efficient can help lower your electricity bill while also lowering your impact on the environment.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
With rising energy costs and growing concerns about greenhouse gasses and the threat of climate change, many people are on the search for eco-friendly and budget-friendly ways to lighten the load. Taking the steps to make your home more energy-efficient can help lower your electricity bill while also lowering your impact on the environment.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
With rising energy costs and growing concerns about greenhouse gasses and the threat of climate change, many people are on the search for eco-friendly and budget-friendly ways to lighten the load. Taking the steps to make your home more energy-efficient can help lower your electricity bill while also lowering your impact on the environment.
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Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are. This series covers what a stock is, what an ETF is, and the difference between individual stocks and ETFs.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are. This series covers what a stock is, what an ETF is, and the difference between individual stocks and ETFs.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are. This series covers what a stock is, what an ETF is, and the difference between individual stocks and ETFs.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are. This series covers what a stock is, what an ETF is, and the difference between individual stocks and ETFs.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are. This series covers what a stock is, what an ETF is, and the difference between individual stocks and ETFs.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Asset allocation is one of the most fundamental principles of sound investing. New investors should understand what it means, why it’s important, and how you can work towards the right mix of asset allocation in your investment portfolio.
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Asset allocation is one of the most fundamental principles of sound investing. New investors should understand what it means, why it’s important, and how you can work towards the right mix of asset allocation in your investment portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Asset allocation is one of the most fundamental principles of sound investing. New investors should understand what it means, why it’s important, and how you can work towards the right mix of asset allocation in your investment portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Asset allocation is one of the most fundamental principles of sound investing. New investors should understand what it means, why it’s important, and how you can work towards the right mix of asset allocation in your investment portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Asset allocation is one of the most fundamental principles of sound investing. New investors should understand what it means, why it’s important, and how you can work towards the right mix of asset allocation in your investment portfolio.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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If you are having trouble reaching your financial goals, chances are you have money leaks that you may not even realize need to be plugged. This series covers nine little ways you’re probably wasting money and what to do instead.
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If you are having trouble reaching your financial goals, chances are you have money leaks that you may not even realize need to be plugged. This series covers nine little ways you’re probably wasting money and what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you are having trouble reaching your financial goals, chances are you have money leaks that you may not even realize need to be plugged. This series covers nine little ways you’re probably wasting money and what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are having trouble reaching your financial goals, chances are you have money leaks that you may not even realize need to be plugged. This series covers nine little ways you’re probably wasting money and what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are having trouble reaching your financial goals, chances are you have money leaks that you may not even realize need to be plugged. This series covers nine little ways you’re probably wasting money and what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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If you ever feel like you’re drowning in paper, you’re not alone. But while you might be tempted to toss it all in the trash, doing so could cause problems down the road. Instead, schedule some time to get organized and follow the simple steps in this series.
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If you ever feel like you’re drowning in paper, you’re not alone. But while you might be tempted to toss it all in the trash, doing so could cause problems down the road. Instead, schedule some time to get organized and follow the simple steps in this series.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you ever feel like you’re drowning in paper, you’re not alone. But while you might be tempted to toss it all in the trash, doing so could cause problems down the road. Instead, schedule some time to get organized and follow the simple steps in this series.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you ever feel like you’re drowning in paper, you’re not alone. But while you might be tempted to toss it all in the trash, doing so could cause problems down the road. Instead, schedule some time to get organized and follow the simple steps in this series.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you ever feel like you’re drowning in paper, you’re not alone. But while you might be tempted to toss it all in the trash, doing so could cause problems down the road. Instead, schedule some time to get organized and follow the simple steps in this series.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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It has become increasingly common for parents to continue assisting their kids financially as adults. But while monetary support can provide a short-term lifeline, this approach can actually backfire over time. This series dives into the problem and covers what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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It has become increasingly common for parents to continue assisting their kids financially as adults. But while monetary support can provide a short-term lifeline, this approach can actually backfire over time. This series dives into the problem and covers what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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It has become increasingly common for parents to continue assisting their kids financially as adults. But while monetary support can provide a short-term lifeline, this approach can actually backfire over time. This series dives into the problem and covers what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It has become increasingly common for parents to continue assisting their kids financially as adults. But while monetary support can provide a short-term lifeline, this approach can actually backfire over time. This series dives into the problem and covers what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
It has become increasingly common for parents to continue assisting their kids financially as adults. But while monetary support can provide a short-term lifeline, this approach can actually backfire over time. This series dives into the problem and covers what to do instead.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Whether helping to fund their college, contributing to the downpayment on their first home or simply providing financial confidence as they navigate life, investing for your grandchildren now can help bolster your family in the future—within your lifetime and even after you are gone.
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Whether helping to fund their college, contributing to the downpayment on their first home or simply providing financial confidence as they navigate life, investing for your grandchildren now can help bolster your family in the future—within your lifetime and even after you are gone.
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Whether helping to fund their college, contributing to the downpayment on their first home or simply providing financial confidence as they navigate life, investing for your grandchildren now can help bolster your family in the future—within your lifetime and even after you are gone.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Whether helping to fund their college, contributing to the downpayment on their first home or simply providing financial confidence as they navigate life, investing for your grandchildren now can help bolster your family in the future—within your lifetime and even after you are gone.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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Whether helping to fund their college, contributing to the downpayment on their first home or simply providing financial confidence as they navigate life, investing for your grandchildren now can help bolster your family in the future—within your lifetime and even after you are gone.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Estate planning is a complex process that is never fully finished. With so many elements and moving parts, you may find it helpful to use a checklist for estate planning, particularly when it comes to reviewing your estate planning documents, such as your will, trusts, durable power of attorney, healthcare power of attorney, and more.
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Estate planning is a complex process that is never fully finished. With so many elements and moving parts, you may find it helpful to use a checklist for estate planning, particularly when it comes to reviewing your estate planning documents, such as your will, trusts, durable power of attorney, healthcare power of attorney, and more.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Estate planning is a complex process that is never fully finished. With so many elements and moving parts, you may find it helpful to use a checklist for estate planning, particularly when it comes to reviewing your estate planning documents, such as your will, trusts, durable power of attorney, healthcare power of attorney, and more.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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Estate planning is a complex process that is never fully finished. With so many elements and moving parts, you may find it helpful to use a checklist for estate planning, particularly when it comes to reviewing your estate planning documents, such as your will, trusts, durable power of attorney, healthcare power of attorney, and more.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Estate planning is a complex process that is never fully finished. With so many elements and moving parts, you may find it helpful to use a checklist for estate planning, particularly when it comes to reviewing your estate planning documents, such as your will, trusts, durable power of attorney, healthcare power of attorney, and more.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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Automating your retirement savings can be the difference between reaching your goals and wishing you’d been more disciplined. This series covers why you should consider putting your retirement savings on autopilot, ways to automate your retirement savings, and the importance of monitoring and managing your retirement portfolio along the way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Automating your retirement savings can be the difference between reaching your goals and wishing you’d been more disciplined. This series covers why you should consider putting your retirement savings on autopilot, ways to automate your retirement savings, and the importance of monitoring and managing your retirement portfolio along the way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Automating your retirement savings can be the difference between reaching your goals and wishing you’d been more disciplined. This series covers why you should consider putting your retirement savings on autopilot, ways to automate your retirement savings, and the importance of monitoring and managing your retirement portfolio along the way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Automating your retirement savings can be the difference between reaching your goals and wishing you’d been more disciplined. This series covers why you should consider putting your retirement savings on autopilot, ways to automate your retirement savings, and the importance of monitoring and managing your retirement portfolio along the way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Automating your retirement savings can be the difference between reaching your goals and wishing you’d been more disciplined. This series covers why you should consider putting your retirement savings on autopilot, ways to automate your retirement savings, and the importance of monitoring and managing your retirement portfolio along the way.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to money and marriage, talking about finances in a relationship can be stressful. It’s an uncomfortable subject for many people, but it doesn’t have to be that way. In this series, we’ll be going over five steps to having the money talk with your spouse in a manner that brings you together rather than pushing you apart.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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When it comes to money and marriage, talking about finances in a relationship can be stressful. It’s an uncomfortable subject for many people, but it doesn’t have to be that way. In this series, we’ll be going over five steps to having the money talk with your spouse in a manner that brings you together rather than pushing you apart.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to money and marriage, talking about finances in a relationship can be stressful. It’s an uncomfortable subject for many people, but it doesn’t have to be that way. In this series, we’ll be going over five steps to having the money talk with your spouse in a manner that brings you together rather than pushing you apart.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to money and marriage, talking about finances in a relationship can be stressful. It’s an uncomfortable subject for many people, but it doesn’t have to be that way. In this series, we’ll be going over five steps to having the money talk with your spouse in a manner that brings you together rather than pushing you apart.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
When it comes to money and marriage, talking about finances in a relationship can be stressful. It’s an uncomfortable subject for many people, but it doesn’t have to be that way. In this series, we’ll be going over five steps to having the money talk with your spouse in a manner that brings you together rather than pushing you apart.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
While the term “retirement” refers to the time in our lives when we can withdraw from the workforce and leave our wage-earning years behind, there’s more to it than that. Listen to this series to learn about what retirement really means, what it will look like for you, how to know if you can afford the retirement you want, how to plan for the retirement you desire, and how to truly thrive in retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
You can also Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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While the term “retirement” refers to the time in our lives when we can withdraw from the workforce and leave our wage-earning years behind, there’s more to it than that. Listen to this series to learn about what retirement really means, what it will look like for you, how to know if you can afford the retirement you want, how to plan for the retirement you desire, and how to truly thrive in retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
You can also Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
While the term “retirement” refers to the time in our lives when we can withdraw from the workforce and leave our wage-earning years behind, there’s more to it than that. Listen to this series to learn about what retirement really means, what it will look like for you, how to know if you can afford the retirement you want, how to plan for the retirement you desire, and how to truly thrive in retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
You can also Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
While the term “retirement” refers to the time in our lives when we can withdraw from the workforce and leave our wage-earning years behind, there’s more to it than that. Listen to this series to learn about what retirement really means, what it will look like for you, how to know if you can afford the retirement you want, how to plan for the retirement you desire, and how to truly thrive in retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
You can also Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
While the term “retirement” refers to the time in our lives when we can withdraw from the workforce and leave our wage-earning years behind, there’s more to it than that. Listen to this series to learn about what retirement really means, what it will look like for you, how to know if you can afford the retirement you want, how to plan for the retirement you desire, and how to truly thrive in retirement.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
You can also Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you’re like most people, you added beneficiaries to your retirement and other accounts when you filled out the paperwork to open it and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you’re like most people, you added beneficiaries to your retirement and other accounts when you filled out the paperwork to open it and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you’re like most people, you added beneficiaries to your retirement and other accounts when you filled out the paperwork to open it and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you’re like most people, you added beneficiaries to your retirement and other accounts when you filled out the paperwork to open it and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you’re like most people, you added beneficiaries to your retirement and other accounts when you filled out the paperwork to open it and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Diversification is an important part of a strong investment strategy. Learn why savvy investors employ this strategy when seeking to reduce risk and maximize return, by spreading risk exposure across multiple assets and among different asset classes.
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Diversification is an important part of a strong investment strategy. Learn why savvy investors employ this strategy when seeking to reduce risk and maximize return, by spreading risk exposure across multiple assets and among different asset classes.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Diversification is an important part of a strong investment strategy. Learn why savvy investors employ this strategy when seeking to reduce risk and maximize return, by spreading risk exposure across multiple assets and among different asset classes.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Diversification is an important part of a strong investment strategy. Learn why savvy investors employ this strategy when seeking to reduce risk and maximize return, by spreading risk exposure across multiple assets and among different asset classes.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Diversification is an important part of a strong investment strategy. Learn why savvy investors employ this strategy when seeking to reduce risk and maximize return, by spreading risk exposure across multiple assets and among different asset classes.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Building an emergency fund that you can tap into when life throws you curveballs can turn what would otherwise feel like a major blow into a fairly minor inconvenience. This series covers what an emergency fund is, how much you need to have in your emergency fund, how to build your fund, and why you should make it a priority.
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Building an emergency fund that you can tap into when life throws you curveballs can turn what would otherwise feel like a major blow into a fairly minor inconvenience. This series covers what an emergency fund is, how much you need to have in your emergency fund, how to build your fund, and why you should make it a priority.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Building an emergency fund that you can tap into when life throws you curveballs can turn what would otherwise feel like a major blow into a fairly minor inconvenience. This series covers what an emergency fund is, how much you need to have in your emergency fund, how to build your fund, and why you should make it a priority.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Building an emergency fund that you can tap into when life throws you curveballs can turn what would otherwise feel like a major blow into a fairly minor inconvenience. This series covers what an emergency fund is, how much you need to have in your emergency fund, how to build your fund, and why you should make it a priority.
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Building an emergency fund that you can tap into when life throws you curveballs can turn what would otherwise feel like a major blow into a fairly minor inconvenience. This series covers what an emergency fund is, how much you need to have in your emergency fund, how to build your fund, and why you should make it a priority.
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Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances.
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Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances.
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Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Taking the time to do an annual spring cleaning of your finances can help you stay on track for meeting your financial goals. In this series, you’ll learn about the areas to focus on during your once-a-year deep dive into your finances.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Welcome back to part 5 of our series on developing and practicing personal resilience. Today we’ll wrap up our discussion by talking about how to be optimistic and stay the course.
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Yesterday we covered the importance of getting support and embracing change when it comes to building resilience.
Today, we will look at several more important elements of resilience—staying healthy, self-care, and maintaining a healthy sense of awareness about what’s going on in the world.
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Hi everyone! In continuing with our series on Developing and Practicing Personal Resilience, today we’ll talk about the importance of getting support and embracing change.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our conversation about developing and practicing personal resilience, today we’re going to cover a topic that many people struggle with, and it’s an important one—finding your purpose.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen, and this week, we’re talking about developing and practicing personal resilience, and today we’re diving into the foundational piece—believing in yourself.
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Welcome back to part 5 of our series on common financial scams and how to avoid them. Today we’ll wrap up our discussion.
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Yesterday we covered ways scammers appeal to your need or desire to make money with fake job scams and investment scams.
Today we will cover scams that pull on your heartstrings when criminals pretend to be your friend or family member in crisis or create fake charity scams.
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Hi everyone! In continuing with our series on common financial scams and how to avoid them, today we are going to look at ways scammers appeal to your need or desire to make money with fake job scams and investment scams.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on common financial scams and how to avoid them, today we’re going to take a look at two ways scammers appeal to your fear and the potential consequences of owing money, by posing as IRS agents or debtors.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re talking about common financial scams and how to avoid them. Today, we’ll kick off the discussion by diving into two reasons to be suspicious of your mail, with a common scam known as phishing and a scam that tries to trick you into believing you’ve won a prize.
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Welcome back to part 5 of Unique Issues Women Face When Planning for Retirement. Today we’ll wrap up our discussion by looking at the full financial picture.
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Yesterday we covered how single living and widowhood affect women’s finances and impact their ability to prepare for retirement properly.
Today we will talk about the importance of financial literacy.
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Hi everyone! In continuing with our series on unique issues women face when planning for retirement, today we will take a look at the effects of single living and widowhood on women’s finances.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion about unique issues women face when planning for retirement, today we’re talking about the significant effects of child-rearing and caregiving on women’s finances and retirement planning.
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While women have made great strides in recent decades when it comes to earning power and access to financial education and resources, they continue to face unique financial challenges when planning for retirement. This series covers some of the issues women experience as they prepare for retirement and helpful suggestions for overcoming obstacles.
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Welcome back to part 5 of What Unclaimed Property Is and Why You Should Care. Today we’ll finish up our discussion.
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Yesterday we covered the first of several ways to go about locating potential unclaimed property. Today we’ll discuss more specific places you’ll want to check, including the Department of Labor, insurance companies, banks, and the IRS.
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Hi everyone! In continuing with What Unclaimed Property Is and Why You Should Care, today we’re looking at how to go about finding any unclaimed property that belongs to you.
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Welcome back to Purposeful Planning with Aspen Wealth Management. Today we’re talking about how property can become unclaimed.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week we’re discussing “What Unclaimed Property Is and Why You Should Care.” Today we’ll start out with an explanation of exactly what unclaimed property is.
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Welcome back to part 5 of “Reviewing Your Retirement Contributions: Why, When and What to Adjust.” Today we’ll cover the final area of retirement plan contribution adjustments and wrap up our conversation.
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Welcome back to our series on reviewing your retirement contributions. Yesterday we covered how often you should review your contributions. Today we’ll talk about the first two things you may want to adjust.
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Hi everyone! In continuing with “Reviewing Your Retirement Contributions: Why, When, and What to Adjust”, today we will look at when and how often you should review your retirement contributions.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To start off today’s discussion, we’re going to discuss the importance of reviewing your retirement contributions.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan Davis, and this week we’re going to talk about why you should review your retirement contributions, how often you should check them, and what adjustments you should make. Today I’ll be talking about why it’s so easy to overlook this crucial part of retirement planning.
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Welcome back to part 5 of our series on Women and the Retirement Crisis. Today we’ll wrap up our discussion and recommend some next steps.
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Yesterday, we started talking about what women can do to overcome the obstacles they face regarding the looming retirement shortfall, despite having the odds stacked against them.
Today, we will discuss five specific tips women can use to improve their retirement readiness.
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Hi everyone! In continuing with our series on Women and the Retirement Crisis, today we will begin talking about what women can do to overcome the obstacles they face when it comes to the looming retirement shortfall, despite having the odds stacked against them.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion about the looming retirement crisis, today we will talk about why women are likely to bear the brunt of the massive projected shortfall we discussed yesterday.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week we’re talking about the retirement crisis that’s facing women and what we can do to meet this challenge.
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We started off the week by covering the foundational step to any successful retirement plan, no matter your employment status. You have to start off by getting crystal clear on your numbers.
Next, we covered the various options available to you when it comes to where to save.
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Welcome back to our series on saving for retirement when you’re self-employed. Yesterday we covered the first three options available to you regarding the types of accounts you can use to save your money.
Today we will discuss three more types of retirement savings accounts available to self-employed professionals.
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The good news is, just like employees have the option to participate in company plans, you also have many options to save for retirement when you are self-employed.
Let’s go over the first three of the various types of plans from which you can choose.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To start off our discussion on retirement planning when you’re self-employed, today we’re going to talk about the first and most important foundational piece, which is getting clear on your numbers.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re going to talk about how to save for retirement when you’re self-employed. Today our discussion is about why this is a different conversation than what employees face when it comes to retirement planning.
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Welcome back to Part 5 of our series on how to better manage your time. Today we’ll wrap up our discussion by covering how to leave ‘good enough’ alone and get help when you need it.
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Welcome back to our series on Tips for Managing Your Time. Yesterday we covered setting goals and prioritizing your activities, so you always take care of what needs to get done.
Today we will dive into getting focused, setting boundaries, and ditching bad habits.
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Yesterday, we talked about the importance of planning your agenda, leaving plenty of space in your schedule to keep your mind sharp, emotions in check, and productivity running at peak levels.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on managing your time better, we’re going to go over how to plan your agenda with plenty of space for the unexpected and for downtime.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan, and this week, we’re going over tips for managing our most precious commodity—time. We’ll kick off the discussion by talking about the most foundational step you can’t afford to miss, and that’s getting clear on exactly how you’re spending your time now.
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Welcome back to part 5 of our series on criminal schemes you need to beware of during tax season. Today, we’ll wrap up our discussion and go over what else you can do if you are targeted.
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This week, we’re doing a series on schemes you should beware of during tax season. Yesterday, we covered common phone scams to be on the lookout for.
Today we’ll talk about a topic that unfortunately runs rampant during this time of year, and that’s identity theft.
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Hi everyone! In continuing our series on criminal schemes you should be on the lookout for during tax season, today we will cover common phone scams.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our discussion on schemes you should be on the lookout for during tax season, today we’re talking about phishing. That’s phishing with a ph, not an f.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen and this week, we’re talking about schemes you need to be aware of to protect yourself during tax season, and we’ll kick this off with a discussion about spoofing—something we all want to avoid.
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Welcome back to part 5 of our series on saving for college. Today we’ll wrap up our discussion by looking at what you’re facing and what next steps to take.
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Yesterday we covered five ways to help pay for college, even if you haven’t started saving yet.
Today we will talk about three more approaches you can take to support and guide your student in covering the costs of college.
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Hi everyone! In continuing with our series on preparing to invest in your child’s college education, today, we’re going to talk about how to approach paying for college by taking one bite at a time.
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Welcome back to Purposeful Planning with Aspen Wealth Management. Yesterday, we kicked off our discussion about paying for college by asking a question that’s coming up more and more often. With the rising cost of a college education, many Americans are starting to wonder if it’s still a good investment.
Now that we’ve covered exactly why that question is being asked so often let’s dive into the answer.
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To start our discussion, we’re going to answer a question weighing on a lot of families lately. With the rising cost of a college education, many Americans are starting to wonder if it’s still a good investment. Is college really worth it? Let’s begin by exploring why so many people are beginning to ask this question.
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Welcome back to part 5 of our series on how to make sure your smart home is safe from cyber-attacks. Today we’ll wrap up our discussion by covering why you should always upgrade your devices and the importance of preparing for power outages.
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Yesterday we covered why it’s important to build a strong foundation for cybersecurity in your smart home and how to go about securing a protected and private network.
Today we will discuss the importance of choosing two-factor authentication whenever possible, as well as a key tip you should follow when it comes to extending network access to guests in your home.
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In continuing with our series on how to make sure your smart home is safe from cyber attack, today, we will look at building a strong foundation for cybersecurity with a secure, private network.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To start our discussion on how to make sure your smart home is safe from cyber attack, I’m going to cover common examples of what hackers can do if you’re not careful and how you can begin taking steps to secure your home.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia, and this week, we’re discussing a topic that has become a growing concern and threat many people face every day, which is how to make sure your smart home is safe from cyber-attacks.
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Welcome back to part 5 of Retirement: You’ve Got This! Today we’ll wrap up our discussion and take a look at your next steps.
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As we’ve been discussing all week, you could be better off in your retirement journey than you might think. However, even if you’ve managed to build sizable savings for your future, you may find it challenging to transform the wealth you’ve accumulated into a steady stream of income that will support you throughout retirement.
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As I mentioned yesterday, even if you’ve saved a sizable nest egg, it can be challenging to transform accumulated wealth into a steady stream of income that will support you throughout retirement.
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Even when you have set aside significant savings and investments, transforming accumulated wealth into a steady stream of income that will support you throughout retirement can be challenging.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Nathan, and this week, we’re going to have a conversation that’s intended to ease some of the concern you may have about a topic that often causes a lot of anxiety — retirement income. Despite what you may think, I think you’ve got this! In today’s kickoff discussion, I will explain what I mean when I say you’ve got this and dive into some survey data you may find interesting and hopefully encouraging.
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When it comes to retirement planning, you’ll need to be able to answer that million-dollar question we asked at the kick-off of this discussion: How will you transform your savings into income that will last throughout your retirement?
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Many people have substantial assets tucked away in IRAs, whether it’s a traditional IRA, Roth IRA, or one of the other types. The funds in your IRA can be systematically withdrawn, invested for income or growth, used to purchase annuities, or utilized in other ways.
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You may be wondering why we’re talking about Health Savings Accounts (HSAs) in a discussion about retirement income. Before we get started, please note that HSAs should not be confused with flexible spending accounts (FSAs). They are not the same. You must participate in a high-deductible health plan to have an HSA, and you can contribute more to an HSA than to an FSA.
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If you’re like most Americans who are saving for retirement, the majority of your retirement savings are likely invested in your 401(k) plan or another employer-sponsored plan. Some of these plans offer lifetime income options intended to help plan participants create income streams.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen, and this week we’re talking all about Retirement Income. Today we’ll kick off the discussion by taking a look at Social Security benefits.
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As we’ve established, if you ask people what creates stress in their lives, money is often at the top of the list. Talking about retirement allows you to clarify where you stand and where you’re going. Having conversations helps to remove unnecessary uncertainty and anxiety from the journey to focus on what is necessary to plan and move forward with confidence.
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Yesterday we covered the importance of delving deeply enough into the topic of retirement to develop an actual plan that will help make retirement a reality.
Today we will cover how to approach the conversation effectively.
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In continuing with our series on the importance of Talking About Retirement, today we’re going to discuss why you need to be willing to go beyond the surface level to have in-depth conversations about retirement.
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As I mentioned yesterday, in many cases, financial stressors are exacerbated by not having important conversations. After examining the answers of 1,800 Americans in relationships, NerdWallet.com determined lack of communication, in tandem with a failure to save and too-conservative investment choices, has contributed to many couples’ lack of retirement readiness.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Candace. This week, we’re covering a series on the importance of Talking About Retirement, and today our conversation kicks off by discussing how money-related stress factors into the conversation (or lack thereof).
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Welcome back to part 5 in our series, To Retire with Confidence, Have a Plan. Today we’ll wrap up the discussion to help you prepare for your next steps.
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Yesterday we covered managing risk in retirement planning.
Today we will talk about the importance of trimming risk during euphoria and overvaluation.
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Managing risk through asset allocation and rebalancing is key to effective retirement planning.
Simply stated, you don’t want to put all of your eggs in one basket. Your nest egg should include an array of investments—different types of investment assets, different industries, different geographies, and an overall mix of funds—in your portfolio.
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Welcome back to Purposeful Planning with Aspen Wealth Management. To continue our series on why you need to have a plan if you want to be able to retire with confidence, we will discuss setting goals.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Olivia. This week, we’re covering an important topic—creating a plan to retire with confidence—so let’s get started.
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Welcome back to part 5 of our series on how Many People Don't Plan for the Reality of Retirement. Today we’ll cover how focusing on your nest egg to the exclusion of all else can be a problem.
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In continuing with our series on how Many People Don't Plan for the Reality of Retirement, yesterday we covered the problem with making large loans to family members
Today we will discuss the issue of underestimating expenses in retirement.
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This is an issue that comes up frequently. If you are retired or on track for a comfortable retirement, it can seem like you are in a great financial position. Simply looking at your assets and account balances compared to what you owned when you were younger can give you a sense of security and accomplishment. You’re probably going to be okay and that’s certainly something to be proud of.
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Many of us aren’t addressing the realities of retirement planning. This is why it’s helpful to know some of the worst mistakes being made today when it comes to not planning for the reality of retirement.
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Many of us aren’t addressing the realities of retirement planning. This is why it’s helpful to know some of the worst mistakes being made today when it comes to not planning for the reality of retirement.
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Whether you leave an employer for your next new opportunity or lose your job for reasons outside of your control, don’t forget about the money you have saved in your retirement plan.
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Yesterday we covered one potential option of what to do when your money is in a SIMPLE or SEP IRA plan at the time you change employment.
Today we will go over other possibilities for what to do if your money is in a SIMPLE or SEP IRA plan and you change employment.
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Often small businesses offer different types of retirement plans, such as Savings Incentive Match Plan for Employees (SIMPLE) and Simplified Employee Pension (SEP) IRA plans. The options are similar to those of 401(k) plans, but there are significant differences. For instance, plan participants can take withdrawals from SIMPLE and SEP IRAs at any time. Withdrawals may be taxed as ordinary income and subject to penalty taxes if the participant is younger than age 59½.
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Your second option is to withdraw your savings. Plan participants can withdraw their retirement savings when they leave an employer or change jobs. The catch is, if you make a withdrawal before age 59½, you may lose as much as half of your savings to income and penalty taxes.
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Welcome to Purposeful Planning with Aspen Wealth Management. This is Helen. This week, we’re covering a concern many people face at some point —Your Retirement Savings and Change in Employment — and today, we’ll start by taking a look at what to do if your money is in a 401(k) plan.
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We’ve already discussed some helpful strategies to protect your retirement against the rising costs of healthcare.
Start by doing the math; get a clear idea of what your personal and household estimated healthcare costs are and will be. This will help to guide your planning.
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To better prepare yourself for the rising costs of healthcare in retirement, it could be a good idea to wait until age 70 to begin taking your Social Security. Since 2011, on average, people in the United States retire at age 61, according to a Gallup Poll. That’s a year before they can start collecting Social Security. If retirees choose to begin receiving Social Security benefits at age 62, they will receive 70 percent of the benefit they would have received at ‘full’ retirement age. On the other hand, if they postpone taking benefits until age 70, they’ll receive a higher monthly payment. The amount of the payment will be determined by an individual’s age and year of birth, as well as the number of months benefits were delayed.
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It’s often a good idea to open a Health Savings Account (HSA). Your employer’s high-deductible health plan (HDHP) comes with a useful option – a health savings account (HSA). You can save for current and future medical expenses in an HSA, and they confer a triple tax advantage.
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Whether you plan to retire in five, 10, or 20 years, there are a number of things you can do to better prepare for healthcare in retirement. Today, we’ll cover two strategies to get started.
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It’s no secret healthcare costs are going up. Medical expenses have been steadily increasing for years. In 2007, costs were up almost 12 percent. However, the rate of increase slowed to 6 percent during the past five years and that trend is expected to continue for the foreseeable future, according to a June 2018 report from PwC. While single-digit increases are an improvement, ever-rising costs are a concern for those who have to foot the bill, today and in the future.
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The way you think about money can affect the way you manage your finances. Once you’ve identified the factors behind how you think about money and you’ve examined the inherited money scripts that influence your decisions and behavior, you can begin working on improving your relationship with money.
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Within the four categories — money avoidance, money worship, money status, and money vigilance — here are the 10 money scripts. Listen to this list and you may discover your own.
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For the past couple of days, we’ve talked about how understanding the scripts that underlie financial choices may help improve decision-making and reduce financial stress.
Yesterday, I mentioned an interesting study conducted by researchers at the University of Kansas that identified four factors that encompass a variety of money scripts, and we covered the first two— money avoidance and money worship. Let’s take a look at the other two now.
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As I mentioned yesterday, understanding the scripts that underlie financial choices may help improve decision making and reduce financial stress.
In an interesting study, researchers at the University of Kansas examined four factors that encompass a variety of money scripts. Let’s start by going over the first two.
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Understanding family attitudes towards money may improve financial decisions and reduce financial stress.
People inherit more from their parents and grandparents than big feet, eye color, self-discipline, a passion for sports, or an artistic bent. Most also assume their families’ ideas and attitudes toward money. Money beliefs are often passed down from generation to generation, along with great grandma’s quilts, ancestral photos, and family culture.
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Elder abuse and financial exploitation are all too common. It’s important to take steps to protect both our loved ones and ourselves against this silent epidemic. The best way to safeguard against the issue is to raise awareness among family and friends and stay in touch with potentially vulnerable parties.
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Not everyone develops mental or physical infirmities as they age, but it may be better to plan ahead and have some control over the potential outcome than it is to ignore the problem. The Financial Industry Regulatory Authority recommends investors take several steps to protect themselves.
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If you’re not sure whether older relatives or friends are safe from abuse, the U.S. Department of Justice has identified signs and symptoms that may indicate a problem. The first step is to stay in touch and ask questions to uncover any issues.
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One of the ugly things hiding beneath the rock of ageism is elder abuse, including financial exploitation. This is why it’s important to stay in touch with the older people in our lives, look out for signs of wrongdoing, and take steps to protect ourselves and our loved ones.
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One of the ugly things hiding beneath the rock of ageism is elder abuse, including financial exploitation. This is why it’s important to stay in touch with the older people in our lives, look out for signs of wrongdoing, and take steps to protect ourselves and our loved ones.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.
Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to children through your spending and other money-related behaviors.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.
Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to children through your spending and other money-related behaviors.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.
Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to children through your spending and other money-related behaviors.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.
Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to children through your spending and other money-related behaviors.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.
Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to children through your spending and other money-related behaviors.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
As we’ve seen, spam messages are more than a source of irritation; they often arrive in our inboxes with dangers that we need to avoid.
Cybercriminals send messages that make fraudulent solicitations or attempt to trick you out of money or steal personal, account, or password data. Nearly half of all emails are spam, many people have fallen victim to spam scams, and hundreds of millions of dollars in damages have been the result.
It’s something we all need to take seriously.
Fortunately, there are some steps you can take to protect yourself. Most importantly, be wary and watchful. Know that cybercriminals are masters of making their spam emails appear perfectly legitimate. Remember that legitimate companies know better than to ask for compromising data to be shared over email. Do your research and contact the company directly to put your mind at ease.
Avoid opening suspicious emails, clicking on any suspicious links, or downloading unsolicited attachments. And keep your security software up to date to protect yourself against anything that sneaks past you.
Finally, keep a sharp eye on your accounts. Be on the lookout for any activity that you don’t recognize and if you do see something concerning, take action right away.
The CAN-SPAM Act of 2003 makes bulk unsolicited commercial email illegal, and nearly all of these messages fall into this category. The fraud and cyberattacks initiated by these spam emails are also, obviously, illegal. But criminals don’t follow the law and they know how to get around the protections that have been put in place. So we need to take steps to protect ourselves from the dangers of spam.
See acast.com/privacy for privacy and opt-out information.
As we discussed yesterday, it’s important to become familiar with the basic steps you can take to protect yourself from phishing scams. The Federal Trade Commission (FTC) offers guidelines on how to be more aware, mindful, and proactive about avoiding spam and the potential dangers that come along with it.
Our email and other digital accounts are vulnerable to spam. Make sure you are using security software on all of your devices and set it to update automatically. Don’t ignore the prompts to install updates on your devices as those updates often address vulnerabilities in security that protects against spam messages that contain malware or viruses that can scan and grab your private data.
And think twice before opening attachments or downloading files. If it’s an attachment from an unsolicited email, unexpected message, or from someone you don’t recognize, don’t download it. While it’s true that many email services are better at detecting and blocking these kinds of attachments than in the past, the safeguards are far from foolproof. Attachments may contain viruses or other malware, so it’s not worth the risk.
Because this can happen when you don’t even know it, you should never email personal or financial information of any kind. Never share any account login information by email; cybercriminals have designed ways to detect it as it passes through networks and steal it for their own criminal use.
You will not always know when your account has been compromised, so it’s critical that you review your credit card and bank account statements as soon as you receive them or, better yet, monitor your accounts more frequently to look for any activity that you do not recognize.
See acast.com/privacy for privacy and opt-out information.
Since it’s not easy to avoid technology, it’s a good idea to become familiar with the basic steps you can take to protect yourself from phishing scams. The Federal Trade Commission (FTC) recommends taking smart steps to be more aware, mindful, and proactive about avoiding spam and the potential dangers that come along with it.
Keep in mind that legitimate companies don't ask for sensitive information via email or text. So if you get an email or text message that asks you to confirm or provide personal information, account numbers, or Social Security numbers — anything potentially compromising — delete it.
If the email contains a threat, be even more cautious. Cybercriminals often prey on vulnerabilities and use scare tactics. They may claim that your account will be shut down, you’ll be charged an extra fee, a negative mark will go on your credit report, or that some authority such as the IRS will issue a warrant for your arrest. Don’t fall for it.
If you have any doubts or questions, contact the individual or organization directly by phone using the official phone number on their website. Don’t reply to the email, click on any links in the email, or dial phone numbers provided in the digital message. Instead, do your own research to find the company’s contact information and confirm the request is legitimate. More than likely, it will not be because most legitimate companies will not conduct business this way.
If you suspect an email is fraudulent, forward it to spam@uce.gov, and contact the organization or individual impersonated.
See acast.com/privacy for privacy and opt-out information.
Spam is the disapproving term we use to refer to annoying, unsolicited email messages, otherwise known as junk mail. But spam email isn’t just a source of irritation; it often comes with dangers that you should avoid. In this series, we’ll discuss topics such as a type of dangerous spam sent by cybercriminals called phishing, the things that make you more vulnerable to spam, and tips to keep you safe from spam.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Spam is the disapproving term we use to refer to annoying, unsolicited email messages, otherwise known as junk mail. But spam email isn’t just a source of irritation; it often comes with dangers that you should avoid. In this series, we’ll discuss topics such as a type of dangerous spam sent by cybercriminals called phishing, the things that make you more vulnerable to spam, and tips to keep you safe from spam.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death.
In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset considerations into your estate plan, the legal limitations you may encounter if you want to transfer digital assets to your heirs, and the kind of language you may want to add to your will.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death.
In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset considerations into your estate plan, the legal limitations you may encounter if you want to transfer digital assets to your heirs, and the kind of language you may want to add to your will.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death.
In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset considerations into your estate plan, the legal limitations you may encounter if you want to transfer digital assets to your heirs, and the kind of language you may want to add to your will.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death.
In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset considerations into your estate plan, the legal limitations you may encounter if you want to transfer digital assets to your heirs, and the kind of language you may want to add to your will.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death.
In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset considerations into your estate plan, the legal limitations you may encounter if you want to transfer digital assets to your heirs, and the kind of language you may want to add to your will.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are someone who has been chosen to be the executor of a decedent’s estate, you may be feeling overwhelmed with the various responsibilities that come along with it. Along the same lines, if you are in the process of choosing an executor for your own estate, you may be wondering what this person will have to do and how you can make the process easier for them.
While an executor’s duties are often dependent on the complexity of the estate, we will look at the basic responsibilities of an executor to give you a roadmap to get started.
Although it is not required that an executor is exceptionally knowledgeable in the legal and financial world, this position requires the person to act as a fiduciary, which means they must always act in the decedent’s best interests. At Aspen Wealth, we are here to coach you through the process of serving as an executor or setting up your estate plan to make your executor’s job easier.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are someone who has been chosen to be the executor of a decedent’s estate, you may be feeling overwhelmed with the various responsibilities that come along with it. Along the same lines, if you are in the process of choosing an executor for your own estate, you may be wondering what this person will have to do and how you can make the process easier for them.
While an executor’s duties are often dependent on the complexity of the estate, we will look at the basic responsibilities of an executor to give you a roadmap to get started.
Although it is not required that an executor is exceptionally knowledgeable in the legal and financial world, this position requires the person to act as a fiduciary, which means they must always act in the decedent’s best interests. At Aspen Wealth, we are here to coach you through the process of serving as an executor or setting up your estate plan to make your executor’s job easier.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are someone who has been chosen to be the executor of a decedent’s estate, you may be feeling overwhelmed with the various responsibilities that come along with it. Along the same lines, if you are in the process of choosing an executor for your own estate, you may be wondering what this person will have to do and how you can make the process easier for them.
While an executor’s duties are often dependent on the complexity of the estate, we will look at the basic responsibilities of an executor to give you a roadmap to get started.
Although it is not required that an executor is exceptionally knowledgeable in the legal and financial world, this position requires the person to act as a fiduciary, which means they must always act in the decedent’s best interests. At Aspen Wealth, we are here to coach you through the process of serving as an executor or setting up your estate plan to make your executor’s job easier.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here, then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you are someone who has been chosen to be the executor of a decedent’s estate, you may be feeling overwhelmed with the various responsibilities that come along with it. Along the same lines, if you are in the process of choosing an executor for your own estate, you may be wondering what this person will have to do and how you can make the process easier for them.
While an executor’s duties are often dependent on the complexity of the estate, we will look at the basic responsibilities of an executor to give you a roadmap to get started.
Although it is not required that an executor is exceptionally knowledgeable in the legal and financial world, this position requires the person to act as a fiduciary, which means they must always act in the decedent’s best interests. At Aspen Wealth, we are here to coach you through the process of serving as an executor or setting up your estate plan to make your executor’s job easier.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
If you are someone who has been chosen to be the executor of a decedent’s estate, you may be feeling overwhelmed with the various responsibilities that come along with it. Along the same lines, if you are in the process of choosing an executor for your own estate, you may be wondering what this person will have to do and how you can make the process easier for them.
While an executor’s duties are often dependent on the complexity of the estate, we will look at the basic responsibilities of an executor to give you a roadmap to get started.
Although it is not required that an executor is exceptionally knowledgeable in the legal and financial world, this position requires the person to act as a fiduciary, which means they must always act in the decedent’s best interests. At Aspen Wealth, we are here to coach you through the process of serving as an executor or setting up your estate plan to make your executor’s job easier.
If you missed any of our past episodes, you can hear them in your favorite podcast app. Just click here and choose your player.
In times of stress, loss, or chaos, having an estate plan prepared can make a world of difference for our loved ones. While it can be a useful tool centralizing all of your family's important information in the event they need to speak for you or without you, it can sometimes seem overwhelming in the same token. At Aspen Wealth, we are here to coach you through the process and help you overcome the hurdles associated with estate planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In times of stress, loss, or chaos, having an estate plan prepared can make a world of difference for our loved ones. While it can be a useful tool centralizing all of your family's important information in the event they need to speak for you or without you, it can sometimes seem overwhelming in the same token. At Aspen Wealth, we are here to coach you through the process and help you overcome the hurdles associated with estate planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In times of stress, loss, or chaos, having an estate plan prepared can make a world of difference for our loved ones. While it can be a useful tool centralizing all of your family's important information in the event they need to speak for you or without you, it can sometimes seem overwhelming in the same token. At Aspen Wealth, we are here to coach you through the process and help you overcome the hurdles associated with estate planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In times of stress, loss, or chaos, having an estate plan prepared can make a world of difference for our loved ones. While it can be a useful tool centralizing all of your family's important information in the event they need to speak for you or without you, it can sometimes seem overwhelming in the same token. At Aspen Wealth, we are here to coach you through the process and help you overcome the hurdles associated with estate planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
In times of stress, loss, or chaos, having an estate plan prepared can make a world of difference for our loved ones. While it can be a useful tool centralizing all of your family's important information in the event they need to speak for you or without you, it can sometimes seem overwhelming in the same token. At Aspen Wealth, we are here to coach you through the process and help you overcome the hurdles associated with estate planning.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
See acast.com/privacy for privacy and opt-out information.
If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."
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If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.
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Loss aversion and regret aversion biases cause investors to make emotional decisions due to their fear of making the wrong decision. Quick note: We said "part 4" here but this is actually part 5 of 5. If you missed any of our past episodes in the Investor Biases series, you can hear them in your favorite podcast app, just click here and choose your player.
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Another common bias that investors may experience is recency bias. Recency bias occurs when investors remember and emphasize more recent events than those in the past. Follow us on Twitter @aspenwealthmgmt.
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Hindsight bias and the illusion of control bias both influence investors' beliefs that markets are predictable, when in reality, they are not. Follow us on Twitter @aspenwealthmgmt.
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Confirmation bias occurs when investors have an opinion about something and does two things: first, they only look for information that supports their opinion, and second, distorts information that contradicts their opinion into something that supports their views. Follow us on Twitter @aspenwealthmgmt.
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In the traditional finance world, it is assumed that every investor is objective and makes rational decisions, thus making the markets efficient. As history shows, that is typically not the case! Follow us on Twitter @aspenwealthmgmt.
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Welcome to Purposeful Planning with Aspen Wealth Management
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