Your Family And Your Retirement: Recent Episodes
Abe Ashton
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
What keeps retirees up at night isn’t always the market—it’s the fear of the unknown. In this episode, Ethan Glasgow discusses the two biggest retirement concerns he hears most often: being unprepared for life’s surprises and worrying about income lasting through retirement. He explains why having a written plan can help reduce uncertainty, how healthcare and long-term care costs fit into the conversation, and why retirement should be viewed as a transition rather than a destination. The discussion also covers budgeting, lifestyle planning, and practical ways to prepare for the road ahead before retirement arrives.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What happens if the hottest stocks in your portfolio suddenly cool off? In this episode, Ethan Glasgow discusses the growing excitement around the “Fab 10” tech companies and why retirees should be cautious about becoming too concentrated in a single sector. He explains the importance of having a Plan B, diversifying across different asset classes, and balancing growth opportunities with strategies designed to reduce risk. The conversation also explores lessons from past market cycles and why regularly reviewing your portfolio can help uncover exposure you may not realize you have
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Your vision for retirement can fall apart quickly if you don’t understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can catch retirees off guard—and why easing into retirement often works better than making big, all‑at‑once moves. It’s a candid look at turning retirement dreams into numbers you can plan around, not guesses you hope work out.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
A retirement plan shouldn’t feel harder to understand than the product it’s meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explores healthcare costs, Medicare realities, retiring before 65, and why every plan should clearly answer three questions: risk, reward, and cost. Abe also discusses why understanding your own plan matters more than blindly trusting advisors—and how simplicity can lead to better decision‑making over time.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
With the celebration of Independence Day, we brought back Abe's conversation with Donald Trump Jr. from Mar-a-Lago. Listen to this exclusive interview now!
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Before you help fund someone else’s future, are you sure your own retirement is on solid ground? In this episode, the conversation explores new “Trump accounts” for children and the broader question of when it makes sense to prioritize family gifting versus personal financial security. The discussion also dives into the mindset shift from saving to spending in retirement, why having a clear income strategy matters, and how a defined plan can help people feel more prepared for life after work.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Social Security was never meant to do all the heavy lifting in retirement—but many people still treat it that way. In this episode, the conversation explores how relying on a single income source can leave gaps and why additional strategies may be needed to supplement retirement income. The discussion highlights approaches designed to create consistent income streams, address longevity concerns, and help reduce uncertainty around market fluctuations. It’s a look at how combining multiple income sources can shape a more complete retirement picture and support long-term financial confidence.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how Social Security, pensions, and IRAs can impact your bottom line, and which strategies can help you keep more of your hard-earned money. Whether you’re five years from retirement or already planning your next chapter, this conversation will help you understand the real cost of retirement and how to prepare for it.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Retirement tax surprises can show up when you least expect them—long after you think you’ve already paid your dues. In this episode, the conversation uncovers common tax traps retirees face, including Social Security taxation, required minimum distributions, and capital gains surprises. It highlights why forward tax planning plays a critical role in retirement strategy—not just annual filing. The discussion also explores how lifestyle decisions, estate planning, and preparation can shape long-term financial outcomes, helping listeners better understand how to avoid costly surprises and stay aligned with their retirement goals.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What if retirement isn’t delayed—but arrives before you’re ready to handle the transition? In this episode, Abe Ashton explores how unexpected timing and emotions can shape retirement decisions, from continuing to work out of habit to struggling with the shift from saving to spending. The conversation highlights why personalized planning matters more than generic advice, how confidence comes from understanding your numbers, and why financial choices—like eliminating debt—can impact both cash flow and mindset. Abe also explains how thoughtful preparation helps retirees adapt to change and make informed decisions as they move into the next phase of life.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton gets the chance to sit down for a one-on-one interview with Donald Trump Jr. Listen to this exclusive interview now!
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Strong market gains don’t eliminate risk—especially when you’re living off your savings. In this episode, Stuart Seegmiller discusses why near‑retirees need to think differently about investing as income replaces accumulation. The conversation explores sequence‑of‑returns risk, balancing growth with protection, and why reacting to headlines can be costly later on. Stuart also explains why many retirees feel “rich on paper but cash‑poor,” how tax‑deferred accounts can create future challenges, and why building flexibility into a retirement plan helps you make decisions with intention instead of emotion.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Retiring without knowing what you’re retiring to can be just as risky as not being financially ready. In this episode, Stuart Seegmiller explores why many people delay retirement for emotional reasons—and how “test‑driving” retirement can lead to better decisions and greater fulfillment. The conversation covers easing into retirement, planning major experiences early, relocating thoughtfully, and avoiding common pitfalls when passing assets like a home to the next generation. It’s a practical look at turning retirement into a meaningful next chapter, not a sudden stop.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What happens when your retirement dreams collide with risky decisions inspired by social media? This episode dives into the challenges of making bold financial moves, the value of trusted advice, and how a portfolio x-ray can reveal hidden strengths and weaknesses in your retirement plan. Join Ethan for real stories, practical insights, and a candid look at balancing ambition with caution.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Your vision for retirement can fall apart quickly if you don’t understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can catch retirees off guard—and why easing into retirement often works better than making big, all‑at‑once moves. It’s a candid look at turning retirement dreams into numbers you can plan around, not guesses you hope work out.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What happens when inheritance collides with family tension? Abe Ashton dives into the delicate question of keeping your wealth safe from unwanted hands—like a son-in-law you’d rather not include. Through real-life scenarios and clear strategies, Abe explores how trusts and estate planning can protect your assets while letting you enjoy them during your lifetime. If you’re facing tricky family dynamics or simply planning ahead, this episode breaks down the essentials without the legal jargon.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Trying to hit home runs with your retirement money is often how people strike out. In this episode, Stuart Seegmiller explains why steady “singles and doubles” matter more than chasing the next big win when planning for retirement. Using a baseball analogy, the conversation explores how fear, greed, market hype, and headline noise can derail long‑term plans. Stuart also discusses common financial strikeouts—overreacting to trends, swinging for the fences with risk, and letting news cycles drive decisions—and why consistency, discipline, and balance play a bigger role over a 20‑ or 30‑year retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
A retirement plan shouldn’t feel harder to understand than the product it’s meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explores healthcare costs, Medicare realities, retiring before 65, and why every plan should clearly answer three questions: risk, reward, and cost. Abe also discusses why understanding your own plan matters more than blindly trusting advisors—and how simplicity can lead to better decision‑making over time.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are you worried your retirement savings won’t last? Ethan Glasgow explains why nearly half of retirees share this fear and how income annuities can be a possible solution. He breaks down the myths, explains the difference between annuities and traditional savings, and reveals how structured payouts can help you budget confidently.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are Gen X'ers truly ready for retirement, or is anxiety about savings and the future holding them back? Ethan Glasgow dives into the real fears facing Gen X as retirement approaches, including the uncertainties about saving enough, outliving income, and market volatility. He shares practical strategies for late-stage planning, including Roth conversions and budgeting tips, and explains why it’s never too late to start. Whether you’re five or ten years away, discover actionable steps to make retirement planning less overwhelming and more achievable.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how Social Security, pensions, and IRAs can impact your bottom line, and which strategies can help you keep more of your hard-earned money. Whether you’re five years from retirement or already planning your next chapter, this conversation will help you understand the real cost of retirement and how to prepare for it.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are you racing the clock on holiday shopping and your year-end financial checklist? Discover why procrastination could cost you more than just last-minute stress. This episode dives into critical financial moves to make before December 31st, from required minimum distributions to maximizing retirement contributions and charitable giving. Plus, we break down the AI stock market frenzy: is it a bubble about to burst, and how should you balance risk in your portfolio?
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Think you need a million dollars to get financial advice? Think again. In this episode, Abe Ashton tackles the myths that keep people from seeking help—fear of judgment, high costs, and the belief that advisors only serve the wealthy. Discover why every dollar you’ve earned matters and how dignity and trust should define retirement planning.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What happens when inheritance collides with family tension? Abe Ashton dives into the delicate question of keeping your wealth safe from unwanted hands—like a son-in-law you’d rather not include. Through real-life scenarios and clear strategies, Abe explores how trusts and estate planning can protect your assets while letting you enjoy them during your lifetime. If you’re facing tricky family dynamics or simply planning ahead, this episode breaks down the essentials without the legal jargon.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Ethan Glasgow explores how to stay calm when markets get turbulent and why emotional discipline is key to long-term success. He shares practical strategies for retirement planning, tackling inflation risks, Social Security concerns, and the fear of outliving your savings. Discover why trusting the process and working with a financial professional can help you navigate uncertainty with confidence.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Ethan Glasgow dives into why emotional control is critical during market volatility and shares actionable strategies for building a secure retirement plan. From mitigating inflation risks to understanding Social Security, he addresses common fears about outliving your savings. Discover why trusting the financial planning process and working with a professional can help you navigate uncertainty with confidence.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What happens when your retirement dreams collide with risky decisions inspired by social media? This episode dives into the challenges of making bold financial moves, the value of trusted advice, and how a portfolio x-ray can reveal hidden strengths and weaknesses in your retirement plan. Join Ethan for real stories, practical insights, and a candid look at balancing ambition with caution.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are you missing out on higher returns by playing it safe with your retirement cash? This episode explores how shifting interest rates impact money market funds and why structured investments could offer better yields. Ethan breaks down strategies for protecting your principal, maximizing returns, and re-entering the market with confidence. Plus, learn what a portfolio x-ray can reveal about your financial future—all in a practical, jargon-free conversation
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Is your financial advisor helping you win—or are they just riding the bench? In this episode, Ethan reveals the warning signs that your advisor may need to be put “on the hot seat,” and shares practical tips for keeping your retirement plan on track. Discover how regular check-ins, transparent communication, and genuine coaching can make all the difference for your family’s financial future.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are Roth conversions really the golden ticket for your retirement—or could they push you into a costly tax trap? In this episode, Abe Ashton and Ethan break down the complexities of Roth conversions, reveal why the “big, beautiful bill” isn’t a one-size-fits-all solution, and explore new portfolio strategies like the 50-30-20 mix. Plus, learn who should—and shouldn’t—consider private equity in their 401(k).
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What does a 10-year-old millionaire, a modest warehouse worker, and a high-earning car enthusiast have in common? Their retirement futures depend more on habits than income. In this episode, Abe Ashton explores how smart decisions, not just big paychecks, shape lasting financial security. Real stories reveal why living below your means and planning early can make all the difference for your family and your retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What if the secret to lasting wealth isn’t flashy cars or big houses, but quiet, consistent choices anyone can make? In this episode, Abe Ashton reveals how “stealthy wealthy” families build financial security through smart tax strategies, incremental investments, and the power of time. Discover real stories and practical shifts you can start today—no magic tickets, just proven habits for a stronger retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are you ready to spend confidently in retirement, or does fear keep you holding back? In this episode, Abe Ashton and his team tackle the emotional hurdles retirees face when shifting from saving to spending. Discover why protecting your nest egg matters more than chasing big returns, and how a solid plan can help you enjoy your hard-earned money without guilt or worry. Real stories, expert insights, and practical strategies for a secure retirement
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Are you saving for retirement but afraid to spend when the time comes? Discover why sticking to a plan beats chasing headlines, how retirees can enjoy their savings without fear, and the secrets stealthy millionaires use to build wealth quietly. Abe Ashton breaks down spending strategies, market risks, and practical tips for living your best retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What do baseball trades and retirement planning have in common? More than you think. In this episode, Abe Ashton draws parallels between mid-season roster changes and mid-year financial checkups, urging listeners to reevaluate their retirement strategies. From portfolio reviews to finding purpose post-career, Abe and his team explore how structure and intention can transform the retirement experience—especially for men who may feel adrift. Plus, hear insights inspired by NFL legend Larry Fitzgerald’s candid take on life after football.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What do 80s music and retirement planning have in common? More than you think. In this episode, Abe Ashton shares a cautionary tale about chasing shiny investment trends—like silver and crypto—and the costly consequences of ignoring sound financial advice. Drawing parallels between health and wealth, Abe emphasizes the importance of understanding your retirement strategy and taking ownership of your financial future. Whether it’s a nostalgic tune or a risky investment, some things are better with a second opinion.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What if the secret to a fulfilling retirement isn’t a million-dollar portfolio, but a bowling ball and a guitar? Meet Rich Colorado, an 87-year-old retiree whose simple lifestyle and low-risk investment strategy challenge conventional financial wisdom. Abe Ashton and his team explore how fixed-rate CDs, modest returns, and a “boring” plan might be all you need to retire happily—without the stress. Tune in for a refreshing take on retirement that prioritizes peace of mind over high stakes.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
What happens when inheritance meets family drama? In this episode, Abe Ashton tackles a common but thorny issue: how to protect your legacy from unwanted hands—like a disliked son-in-law. With real-life examples and expert insights, Abe explains how trusts and estate planning can safeguard your assets while still allowing you to enjoy your wealth during your lifetime. Whether you're navigating complex family dynamics or simply planning ahead, this episode offers practical guidance without the legal jargon.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Think you need a million dollars to get financial advice? Think again. In this episode, Abe and Ethan break down misconceptions about retirement planning, interest rates, and the real value of working with a financial advisor—no matter your account size. From locking in high CD and annuity rates to overcoming fears of judgment and cost, Abe and Ethan share insights that empower everyday people to take control of their financial future with confidence and dignity.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this conversation, Abe and Ethan discuss the latest updates in retirement planning, focusing on tax changes and their implications for Roth conversions. They explore the performance of major tech stocks, known as the Magnificent Seven, and the potential risks associated with a tech-heavy portfolio. The discussion also highlights the importance of evolving retirement strategies to avoid common pitfalls, using historical business blunders as a cautionary tale.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this podcast, Abe discusses modern retirement solutions, emphasizing the importance of planning and staying engaged during retirement. Insights from former NFL quarterback Warren Moon highlight the value of exploring different activities and income streams before fully retiring. The discussion also covers the evolving nature of retirement, with many individuals opting for part-time work or side hustles. Additionally, the conversation addresses key retirement risks and the necessity of having stable income sources to ensure a secure and fulfilling retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this conversation, Abe discusses the multifaceted aspects of retirement planning, emphasizing the importance of not only financial stability but also personal fulfillment in retirement. He shares insights on how to approach retirement income, the implications of continuing to work, and the significance of making informed purchasing decisions during retirement. The discussion highlights the need for retirees to consider their lifestyle choices and hobbies, as well as the potential pitfalls of major purchases.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this conversation, Ethan and Stuart discuss Tom Cruise's enduring passion for filmmaking and how it relates to retirement planning. They explore the importance of designing retirement plans that allow clients to continue working on their own terms, emphasizing transparency and client involvement in the planning process. The discussion also highlights the decline of traditional pensions and offers insights into creating personal pensions to ensure financial security in retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this episode, the importance of preparing for financial uncertainties in retirement, likening it to weatherproofing against storms. They explore the influence of social media on investment decisions, cautioning against following financial influencers without proper guidance. The conversation also touches on the psychological effects of spending habits, particularly in relation to the 'Target effect', and emphasizes the need for strategic tax planning in retirement, including the benefits of Roth IRAs.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this conversation, investment advisor Ethan Glasgow discusses the critical aspects of retirement planning, focusing on risk tolerance, the necessity of a spending plan, and tax strategies for retirees. He emphasizes the importance of understanding one's financial situation and making informed decisions to ensure a comfortable retirement. The discussion also touches on the implications of relocating for tax benefits and how proper planning can mitigate tax burdens without needing to move.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this conversation, Ethan Glasgow discusses innovative retirement solutions, particularly focusing on BlackRock's new approach to 401k plans that incorporate annuities. He explores the implications of this strategy for future retirees, emphasizing the importance of understanding different types of annuities and their associated fees. The discussion then shifts to the emotional aspects of retirement, highlighting the significance of planning for a fulfilling second chapter in life after work. Ethan shares a success story of a client who transitioned into a new business venture, illustrating the importance of personalized retirement planning that aligns with individual goals and aspirations.
See omnystudio.com/listener for privacy information.
In this episode, Ethan Glasgow discusses the importance of maintaining emotional control during market volatility and offers insights into effective retirement planning strategies. He emphasizes the need to mitigate risks associated with inflation and social security, while also addressing the fears many Americans have about running out of money in retirement. The conversation highlights the significance of trusting the financial planning process and seeking professional guidance to navigate uncertain times.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this conversation, Abe Ashton discusses the essential aspects of retirement planning, emphasizing the importance of understanding one's income needs, exploring hobbies and interests post-retirement, and making informed decisions about big purchases. He shares insights from client interactions, highlighting the need for proactive planning and the potential for retirees to enjoy their financial freedom without the burden of work.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the impact of social media on financial advice, emphasizing the importance of vetting information before acting on it. He highlights the potential dangers of following trends seen online, particularly in relation to personal finance.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses strategies for navigating economic uncertainty, particularly in light of a potential recession. He emphasizes the importance of building cash reserves, managing debt, and maintaining a calm approach to financial decisions.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Retirement planning is crucial for those without children to support them in old age. Nearly 25% of older Americans never had children and must rely on government programs or personal savings. The importance of creating a plan that includes long-term care, skilled care, and memory care is highlighted. For professional athletes, self-funded pensions using annuities offer a guaranteed income source. Similarly, individuals can create personal pensions by using annuities to ensure a stable income stream throughout retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
In this episode of 'Your Family and Your Retirement', Abe Ashton and Ethan Glasgow discuss the current state of the stock market, the implications of tariffs on the economy, and the importance of conservative investment strategies in retirement planning. They emphasize the need for clients to stay informed and proactive in their financial planning, especially during times of market volatility.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the realities of retirement savings, emphasizing that many retirees do not need to reach a million dollars to secure their retirement. He talks about the importance of being debt-free moving into retirement if possible and having a well thought out plan.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the evolution of retirement planning, highlighting the shift from traditional pensions to 401ks and the growing concerns about their adequacy in the face of inflation.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe delves into the evolving landscape of retirement planning, focusing on the 4% rule and its recent adjustment to 3.7% as suggested by Morningstar.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton emphasizes the importance of planning for long-term care, especially as more individuals will require it in the future. He encourages proactive planning before personal experiences necessitate it.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explains the Inverted Yield Curve and what it means regarding your retirement future.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton gets into the recent changes in rules regarding inherited IRAs, specifically the new requirement for beneficiaries to take yearly required minimum distributions (RMDs) or face penalties. He highlights the complexities of retirement planning, emphasizing the importance of understanding financial needs and expectations in retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton breaks down the critical roles of financial advisors, attorneys, and accountants in retirement planning. He emphasizes the importance of a collaborative approach to ensure effective estate planning and financial management.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explores the nature of economic recessions, the emotional responses of investors during market downturns, and the importance of strategic investment planning.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explains the tendency of individuals to procrastinate in seeking financial advice and the value of attending workshops to gain knowledge and insights.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses how different life stages affect investment strategies and the necessity of managing emotions during turbulent times.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the impact of social media on financial advice, emphasizing the importance of vetting information before acting on it.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explores the dynamics of wealth transfer from baby boomers to their heirs, the reluctance of parents to involve their children in financial planning, and the importance of adapting financial strategies in response to changing market conditions.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton gets into the intricacies of retirement planning and emphasizes the importance of having a solid income strategy, highlighting the need for conservative withdrawal rates and proactive planning.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the impact of inflation on holiday spending, highlighting how many Americans are resorting to credit cards to cover expenses. He emphasizes the importance of addressing underlying financial habits rather than just the symptoms of debt.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the complexities of retirement planning, emphasizing the importance of starting early and the emotional factors that influence financial decisions. He highlights the confusion caused by varying advice and the necessity of having a solid plan in place, regardless of age.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton covers the essential aspects of retirement planning, emphasizing the importance of understanding what one will do post-retirement, the financial implications of retirement income, and making informed decisions regarding big purchases.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the confusion surrounding retirement advice, the importance of rebalancing investments, and the rising costs of everyday meals, emphasizing the need for financial awareness and strategic planning.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton delves into the potential changes in Social Security, particularly the proposal to raise the full retirement age and its implications for retirement planning. He emphasizes the need for self-reliance in retirement, urging individuals to develop personal financial strategies that do not solely depend on Social Security benefits.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton draws parallels between today's market and the dot-com bubble, emphasizing the importance of understanding market cycles and personal financial planning, especially for those nearing retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explains the transition from traditional pensions to 401(k) plans, emphasizing the importance of creating personal pensions for retirement. Abe shares the story of a client navigating retirement planning while managing significant debt, illustrating how a structured approach can lead to financial freedom in retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the importance of building trust with clients and how his team builds retirement plans to help them plan for the future.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton focuses on the upcoming changes in IRA and 401k contributions for 2025, emphasizing the importance of year-end financial planning. It also highlights the significance of understanding fees associated with financial management and the necessity of evaluating their value against the services provided.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explains the implications of the Federal Reserve's interest rate cuts on the stock market and the economy, emphasizing the need for a cautious approach. He also delves into the multifaceted role of financial advisors, particularly in retirement planning, highlighting the importance of a cohesive strategy that integrates various financial services.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses how proactive communication can prevent customer dissatisfaction and the importance of timely information, especially regarding financial matters like required minimum distributions (RMDs) for retirees.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the pressing issues surrounding Social Security and its impending crisis, highlighting the lack of awareness among the public and the political inaction on necessary reforms.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton sits down with Gary LeVox of Rascal Flatts to discuss his transition from mainstream music to gospel, reflecting on the importance of faith in his life and music. Gary shares insights on the challenges of expressing faith in today's world and the significance of touching people's hearts through music.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton explores the options retirees have regarding their 401k plans, the implications of rolling over to an IRA, and the influence of social media on financial advice.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the potential impact of the Federal Reserve lowering interest rates on fixed income investments. He explores the idea of locking in high yields on fixed income investments before rates decrease.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses how Social Security is facing a solvency crisis within the next 10 years, and one option to fix it could be to raise the full retirement age. Congress is considering raising it to age 70. However, studies show that raising the age alone will not be enough to shore up the Social Security Trust Fund.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton covers how long-term care insurance for retirees is expensive, and those who need it may be better off planning for a Medicaid spend down. Other options include hybrid products and annuities with built-in benefits.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the importance of managing emotions and having a long-term investment strategy when it comes to retirement savings. He emphasizes the need to be conservative in investment strategies as retirement approaches and to avoid constantly checking account balances.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses considering one's stage of life and risk tolerance and highlights the need for individuals to reassess their financial plans and work with professionals to ensure their goals align with their current situation.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Retirement planning is evolving, with more people opting for a phased approach rather than a sudden retirement. Abe Ashton explains how planning for retirement involves considering income streams, such as pensions and investments, and having a pool of resources for unexpected expenses and extras.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Annuities are a topic of debate, with both pros and cons. The main concern is the high fees and lack of access to principal in an emergency. However, Abe Ashton explains that not all annuities are created equal and that it's important to understand the different types of annuities before making a judgment.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Abe Ashton discusses the potential benefits of the Secure Act 2.0, which would increase the age for required minimum distributions (RMDs) from retirement accounts to 75. The main focus is on the advantages of delaying taxable income and allowing for more time to compound growth.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the importance of not focusing solely on market risk in retirement planning and highlights the need to consider other risks such as expensive healthcare and longevity.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton discusses the different levels of elder care and the statistics surrounding the likelihood of needing long-term care. He explains alternative options for covering long-term care costs, such as Medicaid spend down plans and combination products.
For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com
Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.
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Abe Ashton explains the impact of inflation on retirees and those nearing retirement. He emphasizes the importance of having a plan and considering income sources like social security and pensions that account for cost-of-living adjustments.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Abe Ashton explains the important aspects of retirement like not losing money, reducing taxes, and achieving the best rate of return.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Abe Ashton talks about how Wall Street analysts and stockbrokers often advise investors to hang in there and ride out market downturns. However, this advice may not be comforting for retirees who are pulling money from accounts that are losing value.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton highlights the limits and penalties for earning income while receiving Social Security benefits and explains how individuals can turn off their benefits temporarily if they exceed the income limits.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Abe Ashton covers customer service, budgeting, retirement planning, risk assessment, and portfolio analysis. He explores the parallels between Chick-fil-A's customer service approach and financial advisory services, emphasizing the importance of understanding client needs and providing tailored solutions.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Abe Ashton talks about the idea of living vicariously through clients' experiences and the joy of hearing their stories about vacations and the desire to experience those adventures. He also explains the unique perspective he has on retirement and emphasizes legacy planning for your family as well.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Inflation is clearly an issue we're going to be dealing with heading into retirement. Abe Ashton explains how he helps his clients plan for changes while maintaining their lifestyle and checking off their goals for retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
After years of experience helping people retire successfully, Abe Ashton explains there are a few different categories of people that need guidance. Which type are you?
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Your view of income completely changes when you leave the workforce. Abe Ashton explains how he helps his clients reframe their perspective on income when they reach their next chapter.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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How you want to pass down your legacy is up to you, and Abe Ashton explains how he helps his clients solidify their wishes at Ashton & Associates.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Nobody wants to make a big mistake in retirement, and dealing with a market correction could hurt your portfolio. Abe Ashton explains how he helps his clients move away from the market as they get closer to retirement.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a visit AshtonWealth.com
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Once you leave the workforce, it can be an adjustment not to see that paycheck every few weeks. Abe Ashton explains how you could get into a fixed income program in retirement if it works for you.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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We know the housing market is a bit difficult right now. Abe Ashton explains how he's helping clients weigh out the idea of downsizing in retirement while interest rates are still high.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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Abe Ashton recently had the chance to sit down with Country Music Star Dillon Carmichael. They talked about Dillon's recent success, what advice he would have given his younger self, and Abe challenge Dillon to come up with new lyrics to his song on the spot.
Get more info on Dillon Carmichael and his latest single, "Drinkin' Problems" on his website: DillonCarmichael.com.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Should you help your children out with a loan? Abe Ashton offers up the guidance he gives his clients when it comes to helping others while possibly hurting your retirement plan.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Inflation has been taking a big bite out of our retirement savings. Abe Ashton explains how you can still make room for fun while keeping your retirement plan intact.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Long term care is one of those topics we tend to avoid when planning our retirement. Abe Ashton explains how he helps his clients find the best strategy for themselves and some new options that are coming out.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
If you've heard, "Hang in there" before, you know it can be nerve wracking. Abe Ashton explains what you should do in this situation.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
You have guaranteed expenses in retirement, so why not make sure you have fixed income to take care of them? Abe Ashton explains how he helps his clients handle this in their retirement plans.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Money is emotional. That's why it's so important to get guidance from Abe Ashton when it comes to making financial decisions.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Some people find they aren't exactly enjoying their empty nest, but why is that? Abe Ashton explains what he has seen within his years of experience.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
There are so many pieces that go into a retirement plan and it can be confusing. Abe Ashton explains how he talks with clients to make sure they understand how things will work in the future.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
If you end up needing long term care, how can you get it without wrecking your retirement? Abe Ashton explains other strategies you could use to make things work for you and your family.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
There are a lot of questions when it comes to Social Security and if changes are coming. Abe Ashton talks about how he's helping his clients be proactive for what could be coming down the line.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Making the change from an everyday job, to retiring is a big adjustment. Abe Ashton breaks down how he help his clients work through the process.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Tax planning can be the gamechanger in retirement. Abe Ashton explains how he helps his clients get as tax efficient as possible with their RMDs.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
You don't want to rely on luck in retirement. You want to have a solid plan. Abe Ashton breaks down how 'luck' could be another word for 'risk' and how to set yourself up for success.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
A lot of people fear running out of money in retirement. That brings up the question of calculating how to make your retirement savings last while spending down. Abe Ashton explains how he helps his clients work the problem.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
There are so many choices when it comes to retirement. How can someone possibly figure out what's right for them? Abe Ashton explains how he helps his clients sift through their options.
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Long Term Care insurance can be very expensive, but companies are coming up with new strategies to help you in retirement. Abe Ashton explains your options and how to figure out what is right for you.
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Most people think their 401k is set in stone and don't go back to make changes where needed. Abe Ashton explains how he helps his clients de-risk their retirement accounts.
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
There's so much we need to know when going into retirement we're bound to make mistakes. Abe breaks down the areas where a lot of people get it wrong and how to fix this mix up.
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
With the market feeling volatile, it's important to know where your retirement plan stands. Abe Ashton explains where he believes we could be going, and how to navigate that time.
As the founder of Ashton And Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
After years of helping clients retire successfully at Ashton & Associates, there have to be a few strategies and lessons Abe Ashton has learned along the way. On this episode, Abe explains what he would have advised his younger self when dealing with finances.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
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It can be difficult to tell if an annuity is right for you and your retirement. Abe Ashton has years of experience helping clients figure out what could help them be the most successful in retirement and has a few ideas to get you started.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
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Join Abe Ashton as he sits down with Yale Professors Roger Ibbotson and William Goetzmann on all things related to our economy. Plus, get their thoughts on how it will affect your retirement in the future.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
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Long term care can be a pricey piece of retirement. However, Abe Ashton has a few ideas on how to make it work for you and your family.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
Giving your loved ones an inheritance is such a generous thing to do, but you want to make sure it's taken care of properly. Abe Ashton has ways to make sure the transition is as seemless as possible.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
If you're not careful, sneaky hidden fees can take a bite out of your retirement plan. Abe Ashton has ways for you identify and optimize those fees.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
It's understandable that some retirees might be nervous when they close up their careers. Abe Ashton has a few ways to calm those nervers and embrace your new normal.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
It's understandable that some people may want to check their retirement accounts more when things are volatile. However, Abe explains how that can steal some of your happiness on a day to day basis and what you should do instead.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
What if you have to face retirement alone? What if you're female and facing retirement without a spouse? How can you make sure that your retirement plan is in place? Abe explains how he makes it possible to thrive in retirement solo.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
Sylvester Stallone is still going strong at age 76 and just wrapped up season one of Tulsa King. Abe Ashton compares Sly to clients of his own who also like to nurture their immaturity.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
How can we keep up with policies and changes that affect our retirement? Abe Ashton explains how he keeps an eye on it for you and how recent changes could be punishing those with good credit.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
Some people can be nervous to spend in retirement without a plan in place. Abe Ashton explains how he empowers his clients to spend smart with a plan.
To get more information on Ashton & Associates, or to schedule a consultation call visit AshtonWealth.com
Darby Wagner had the opportunity to sit down with Bill Murray and his brothers at the Caddyshack Golf Tournament.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
If a sell-off occurs, what do we do? Abe has a few ways to tackle the issue.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Will you spend $400 each month in retirement above and beyond what you’ll think you’ll spend? Abe Ashton gives his thoughts on the $400 rule.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
There's so much we need to know when going into retirement we're bound to make mistakes. Abe breaks down the areas where a lot of people get it wrong and how to fix this mix up.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Everyone has a 'why' behind what they're doing. Abe Ashton shares why he failed at a previous occupation and how it lead him to help clients retire every single day.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Charles Barkley loves to gamble and has the funds to do it, but when it comes to your life savings Abe says to keep it separate.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Should you adjust your portfolio for inflation? Abe breaks down the 'shoulds' and 'should nots' while things are costing you more.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
If interest rates continue, what do we do? Abe explains whether you should or shouldn't make adjustments to your retirement plan.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
When is the best time to start putting your retirement plan together? Abe breaks that down and also explains why emotions need to stay away from investments.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Could working in retirement affect your retirement plan? Abe breaks down the factors you should take into consideration. Plus, what can we learn from Tom Brady's retirement?
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
How can we safeguard our retirement savings with rumbles of a recession going on. Abe has a few ideas and strategies to be proactive.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Retirement planning would be a lot easier if we knew how long we were going to live. Abe breaks down the what he does to help clients implement a retirement plan that won't run short.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Abe explains why both spouses really need to be involved in the retirement planning process. Plus, could AI take over a financial advisor's role?
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
A new stat came out saying that 90% of financial advisors quit within 3 years so why has Abe withstood the test of time? Abe breaks it down and explains how his experience benefits his clients.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Inflation has been taking a bite out of your grocery budget for a while, but what about your retirement plan? Abe breaks down what we can do to be proactive and deal with higher expenses.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
How do you feel about leaving an inheritance for your kids? Marie Osmond has had an incredibly successful career, but refuses to pass down her earnings. Abe weighs out the pros and cons of passing down your legacy.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
If you have something you love to collect, should you consider it a great investment? Abe has a few pros and cons on the collectible asset class.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Sometimes we see things that promise us a lot. How should we know when to believe it or when to walk away? Abe helps us determine where to lean.
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If you're considering early retirement, what challenges should you watch out for? Abe has a few things to keep in mind.
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There are a lot of ins and outs when it comes to gifting money to your loved ones. Abe Ashton offers up ways to do so and things to think about before you gift your savings.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
There's talk of extending the RMD age to 75. Abe Ashton breaks down why he might be onboard with that concept and how it could benefit future retirees.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
With rising interest rates, are we still positioned properly for retirement? It depends! Abe Ashton breaks down different strategies we should be looking at during this time.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Some retirees are nervous they won't be able to replace 100% of their paycheck. Abe breaks down this fear and strategies to battle that reality.
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Customer service can be extremely frustrating, but Abe Ashton has a program in place to make sure his clients stay connected.
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When it comes to your retirement, it not only affects you, but everyone you care about as well. Abe breaks down why it's so important to make sure everyone joins in on meeting with an advisor.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
In the next few weeks, a lot of retirees age 72 and up will get reminders to take their required minimum distributions, but are you using the best strategy for yourself? Abe breaks down how taking your RMDs quarterly or monthly could be beneficial.
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Are annuities good or bad? It's depends! Abe weights out the good and the bad.
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Abe breaks down the patterns of the market this time of year and talks about strategies to navigate this time.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Are we economically out of the woods? Abe shares his thoughts and offers up some strategies you could look into.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Are we economically out of the woods? Abe shares his thoughts and offers up some strategies you could look into.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Before you retire, Abe explains why it might be a great idea to test drive the new lifestyle and warns of 5 risks in retirement we don't focus on enough.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Before you retire, Abe explains why it might be a great idea to test drive the new lifestyle and warns of 5 risks in retirement we don't focus on enough.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Abe Ashton discusses why you need checks and balances in retirement and also proposes the idea of retiring part-time if you're not ready to call it a career quite yet.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Are we in a recession or not? It's up for debate right now and Abe breaks down what that means and what we should be doing to prepare!
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Do you want to pass down your legacy to your loved ones? Should you? Abe breaks down all the pros and cons of estate planning and making sure your wishes are granted.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
If you're worried about inflation, Abe explains how you should really examine your spending habit before focusing on a number to save for retirement. Plus, what is that 'one more thing' Ashton & Associates can do for you?
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Abe talks about preparing for a win in retirement by having a strategy rather than worrying about what 'could' happen. Plus, what expense to most retirees forget about?
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
Abe talks about preparing for a win in retirement by having a strategy rather than worrying about what 'could' happen. Plus, what expense to most retirees forget about?
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
If prices stay up for a while, retirees are going to need more income. Is now the right rime to take on more risk? Abe breaks down what you should and shouldn't be worried about.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
It's tax season and how creative are you getting with your write-offs? On this episode, Nick gives examples of how you can get creative with filing your taxes and what you can write off that you probably didn't know. Also, is the annuity a good replacement for bonds? Find out more here.
With inflation rising these days, how should retirees handle this, especially with their portfolio? Abe explains this with one simple statement. Also, are you aware of what fees you're paying in your 401k? Well, you're not alone.
It's pretty common to have a fear of missing out on things in life. But financially, missing out of free money is common as well, especially if you haven't enrolled in your company's 401k. On this episode, Abe talks about why you should not miss out on this one.
With the market currently on a downturn what are the talking heads saying about the future of the market? With the varying opinions from different sources, what should you do and who should you trust? What should your approach be? Hang in there and ride it out? On this episode Abe talks about strategies on how you should be approaching the market's instability this year.
In this episode, Abe explains the fascination with the new money called "Cryptocurrency." Should you invest in this? It sounds enticing to do so. But what about if you're in, or nearing retirement? Beware of the volatility.
When you're invested in the stock market, you always need to be aware of a market correction. Some are predicting a 10-20 percent future correction. Are you prepared? Abe tells of how you should prepare for this with the "Rule of 100." This leads to how inflation affects your portfolio and what happens when you come in for an appointment.
With the market at all-time highs, should we be comfortable with our portfolios? You should be prepared for the next "event" like we had back in 2008. But what is that event? Also Abe talks about politics in your portfolio and how the Biden's tax plan will affect you.
Ever checked your cable or phone bills? Probably not. Maybe you should. You may not be seeing those hidden fees. Might be the same as your retirement plan. Also, would you consider a pension buyout? Abe explains your options if your company offers you this.
How much to you think you need to be "Financially Happy" in retirement. The average person says $1.1 million. Is that going to be enough when you retire? Abe talks about ways for you to become financially happy and help devise a plan for you to do so.
President Biden is proposing a capital gains tax for those who make a million dollars and more. On this episode Abe explains how this will affect your tax planning in the future and offers his opinion.
Eric had the chance to speak with acting/comedy legends The Murray Brothers, including Bill and Bryan Doyle. In this interview, they talk about finance and driving though Southern Utah. Enjoy.
Should you have your kids involved with your financial plans? It can be good and bad. Abe explains how important it is to have the kids on board with what's going on in their parent's retirement, but also has an interesting strategy on how to deal with those kids who are constantly holding out their hands for money.
So, now you're retired. Your paycheck won't be coming in anymore. What do you do? How do you get paid? Abe explains how this is possible. He will tell a story about a client that he did that for and explain the strategies he used.
Abe and Eric had the chance to sit down and talk with Tim Allen and Richard Karn, formerly of the popular 90's show "Home Improvement." And yes, finance did come up in conversation amongst other topics.
When you were in high school, did you ever forget the combination to your locker? Well, that’s kinda what this first story is about – except that the consequences are much more serious: The New York Times says people who own the digital currency Bitcoin have either forgotten, or lost, the passwords to $140 billion worth of the crypto-currency! I think about stories like this whenever I see someone using one of those robo-advisors to manage their money. Do those people have any way of getting that money back?
Since the beginning of the pandemic, many people have decided to delay their retirement for one reason or another. Abe and Eric explain why that shouldn't be the case and that with a proper plan in place, that shouldn't be necessary.
What if something unexpected happens to you and you need assistance, weather that being round the clock help or go into a long-term facility. Are you prepared for this? Abe explains how to be prepared and see if your retirement plan is effective in helping you though those rough times.
On this new podcast, why is broccoli the annuity or retirement. And it's not a bad thing, even if you don't like broccoli. Also, how do you replace your paycheck once you retire. Abe and Eric will explain strategies so that you don't have to worry about money and maintaining your pre work lifestyle to your current one.
So now that we have a new administration in the Oval Office, what can we expect with our finances? Will we see major changes in our portfolios? Will it be good or bad? Also Abe and Eric will talk about what are common questions and concerns of their clients. You will be surprised at what the number one influence of their fears are.
In this time of instability and unrest, what are people thinking about with their finances. More specifically, clients of Ashton And Associates. Abe and Eric discuss financial strategies for this unusual time and how to be prepared.
What should you be putting serious thought into when you turn 50? Of course, your retirement. Abe discusses how you should plan for your future and what strategies you should be using. And what about getting a financial advisor if you don’t have one yet? Abe will tell you what you need to be thinking about.
After discussing simple things that make us happy, we spotlight a vitally important topic that doesn’t typically make us happy… but can when empowered with the right information: Taxes and your investment portfolio. A lot has changed since Reagan’s tax cuts in 1986 lowered the top income tax rate from 50% to 28%. Over time congress has increased our top rate to 37%. Bearing in mind that more increases are heading our way for various reasons, Abe breaks down the steps you can take today to be more tax efficient and informed about your money for retirement. This episode is helpful for both DIY investors and those that have a financial advisor.
COVID-19 has hurt the economy, and it’s causing some to be “nudged” toward an earlier retirement than planned. Whether you’re offered an early buy out package, been furloughed, laid off or are contemplating leaving your career early by choice… You REALLY only want to know one thing: Can I pull it off? If you aren’t sure don’t worry, you aren’t alone. Listen as Abe explains what to consider and how he and his team helping people like you through this crazy time.
After having some fun comparing how generations approach texting differently, we get serious about how the outcome of the election might impact your bottom line. Abe breaks down the economic & tax plans of Trump and Biden and how they can impact your money. He also explains how those of us in middle class can uncover if we’re able to legally lower the taxes on our investment portfolio. Listen to find out how to prepare your portfolio for efficiency… no matter of who’s elected president November 3rd.
Obviously we all have opinions about how we’d prefer the election to end up on November 3rd. Many feel anxious about how those results could impact us on main street, wall street, with our taxes, but mainly our bottom line. Abe explains how his team is helping people make calm decisions during this intense time… and what you need to consider for you financial future regardless of Trump or Biden winning. Plus, find out how he’s reducing his own unease about the headlines.
The chaos this year has put some people in more than a bad mood (sometimes with a good reason), but Abe tells us how he recently dealt with one of those folks… one on one. Plus, taxes are obviously a HUGE discussion in the 2020 election, but we all know they have to go up at some point no matter who becomes president. Abe explains how to be as tax efficient as possible with your portfolio, even if you’re a DIY investor.
The saying“as California goes, so goes the nation"RAISES Abe’s blood pressure this week! Lawmakers in California are not only attempting to hike their income tax rates, they’re also pushing what would bea first-in-the-nation wealth tax! If California gets away with it, you can bet other states will at least attempt to do the same. We also reveal one of the silliest online purchases available in 2020, which prompts Abe to remind us to make sure we find true value with our investments and advisor!
What’s your number? How much money do you need to retire? - Those are questions we’ve all pondered. Abe relays a wonderful story about how he helped a couple (who both happen to be teachers), calculate how they can both retire comfortably after taxes with their pension and social security. We also discuss the saying: "As California goes, so goes the nation," and the concern that state lawmakers there are proposing a tax hike that would boost combined state & federal top tax rate to nearly 54%! This episode is all about how you can control your numbers… and not have them control you!
After asking Abe his advice for those who feel their job could be in danger over the next few months, he jumps on his soapbox and says what many of us are really thinking about COVID-19 and how the pandemic is impacting the upcoming election.
A bit of normalcy has returned in the world of sports with a brief baseball season. Bobby Bonilla hasn't played MLB in nearly 2 decades, but since 2011 the Mets have been paying him over $1 million a year and will until 2035… All because he opted to defer his contract buy out. Abe explains how we can create our own ongoing income plan with the money we’ve worked hard to save and invest. This is a vital conversation considering the U.S. economy contracted almost 33% between April and June, our worst drop on record! Find out how to make sure your personal economy is moving in the right direction, so that you can pay yourself when you stop working!
Healthcare costs are a BIG threat to your portfolio… especially if you aren’t prepared. You’ll hear a story about someone who fought COVID-19 (and thankfully recovered), and how fast and high his medical bills grew. Abe then breaks down the differences in Medicare and Medicaid, and answers the question many are wondering: Do I need long term care insurance?
After we fill you in on the latest pandemic shortage, we embrace a nostalgic flashback from one of the longest running soap operas. Abe then reveals some commonfinancial beliefs that HAVE NOT stood the test of time and how they could hinder your financial future….And how you can avoid them!
Recently Elon Musk’s SpaceX made history by launching NASA astronauts into space from American soil for the first time since 2011. After Abe completely nerds out over Elon Musk’s developments in technology and Starlink, we reflect on how NASA forced us to embrace change in the 60’s… And that we need to continue to embrace positive changes in how we invest.
In February we entered a recession for the first time since 2009… And economists report that in May we wrapped up the shortest recession in American history. Since we’re all wondering if this means the worst is over, Abe sorts through this financial news and sheds light on how you can approach any economic uncertainty you have with your money.
We’ve seen the heartbreaking videos, but in St. George, Utah we’re somewhat disconnected from the recent protests and riots over the death of George Floyd. On this episode, Abe explores what may feel like an uncomfortable conversation (yet important) about the unrest across our nation, and what we as individuals can do TODAY to decrease bias at home and across America… Including talking to our kids. Plus, we share some much-needed GOOD NEWS at the end of this episode!
On this episode we spotlight the “retirement cape” Abe figuratively wears (and secretly wants), and why getting a second opinion of what’s happening with your hard-earned money is worthwhile. Plus, some speculate that shaking hands with each other may go away because of the coronavirus. Since baby boomers have always respected a good, firm handshake… Abe explains the interesting way he’s greeting friends and clients for now!
If you were planning to retire in the next couple of years – is that still going to be possible? Abe explains who may need to re-think their plans. Plus, a personal story about how hindsight is truly 2020 and hitting home in 2020 regarding health and being the caregiver of a loved one.
After spending time giving thanks for those that are more than essential to our country today… We embrace the 50th anniversary the Apollo 13 mission, and the first time we heard of one of the most famous quotes in history: “Houston we have a problem.” Just as the crew of the Apollo 13 mission did, Abe discusses why we need to be calm, responsive, and realistic yet optimistic as our lifestyle and economy continues to change due to the pandemic… And how you can financially stay on course!
Considering our deficit and the stimulus packages, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the “best time in history”to do a Roth conversion. Abe explains why this is not only TRUE, but how you can take advantage of this for your own retirement… and how simple it can be accomplished!
Considering our deficit and the stimulus packages, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the “best time in history”to do a Roth conversion. Abe explains why this is not only TRUE, but how you can take advantage of this for your own retirement… and how simple it can be accomplished!
Our latest episode is a POSITIVE message of hope that reminds us how lucky we are here in southern Utah! After we check in with friends around the country to find out the interesting ways they’re spending their time while quarantined… Abe discusses the GOOD NEWS about the stimulus package and the new options you have for your retirement accounts during 2020.
Embrace this break from the headlines as we share good news about how people are finding the positive during this time! Plus, Abe explains the GOOD NEWS about how the stimulus package impacts you… And if you don’t need the money right now, find out the new options that are only available during 2020 for your retirement accounts.
When there’s volatility in the stock market, it’s normal for to feel a bit uneasy… But that doesn’t mean you should react instantly based on that emotion. Abe explains how those of us over age of 55 should be looking at the current market… and more importantly, controlling the future of our personal economy.
Since we aren’t CPA’s (and find other topics more enjoyable), most of us don’t have much of knowledge about tax laws… Especially because they seem to change so often! In simple language, Abe explains how taxes impact the future of your investments, and how the SECURE ACT effects not only your retirement money… But perhaps your kids too!
Most of us are loyal to a few name brands instead of opting for the less expensive generic options. It could be cereal, ketchup or even a specific brand of shoes… On this episode, Abe tackles a much pricier anddangerous dilemma: Can generic rule-of-thumb advice damage your financial future?
A while back, Abe had a chance to sit down with country music superstar and actor Tim McGraw. They to chatted about family life… especially being dads of daughters! Tim also explains how he and Faith work hard to keep their girls grounded while having such famous parents.
Martina McBride rose to stardom in the late '90s, and on this episode Abe sits down with her in Nashville to discuss how that success has never stopped. Martina explains that accomplishments come from being surrounded by great people, including family! And since she has 3 daughters that are older than Abe’s girls, he asks her advice for raising teenage daughters.
Reba McEntire has spent more than half of her life taking country music by storm, and she’s learned some valuable lessons along the way. On this episode Abe sits down down with Reba to talk about life as a successful business woman, how she incorporates quality time with her family while on the road, and her positive advice for those that are near or in retirement. You’ll never believe her simple secret as to how she keeps her energy up to continue her hard work and touring after all these years!
Since there’s a new scam making the rounds, Abe offers actionable advice to help protect your financial life. Plus, he relays a personal story of how he almost fell victim to a very convincing scam himself… One that anyone could fall for.
If you’ve ever watched Fox News, you’re familiar with veteran political journalist and commentator Tucker Carlson. Obviously, many of the political differences in our country involve economic issues. Recently we sat down with Tucker and asked him about his own views on financial planning and debt. Abe uses this opportunity to weigh the pros and cons of the number one debt question: Should we pay off all debt before retiring?
Having LARGE amounts of money in retirement accounts doesn’t necessarily mean you’re going to have enough to retire comfortably. While comparing an experience he had with a CEO to that of a school teacher, Abe explains how not preparing for taxes and maintaining a high-end lifestyle in retirement could mean that a wealthy saver runs out money faster than the middle class.
Many of us are obsessed with social media and waste countless hours scrolling and liking things that don’t matter. Lately the news media is absolutely obsessed with the idea that another recession may be on the way. Abe explains what all of this chatter truly means for your money, and what you really need to be watching out for concerning your portfolio and the future of your retirement.
Billionaire Bill Gates isn’t in touch with what everyday items cost, because he frankly doesn’t have to be… But you aren’t Bill Gates! On this episode, Abe explains why he and his team are ultra-focused on what day to day items will cost his clients now and in the future of their retirement.
We all find our calling in unique ways. On this episode we find out how Abe decide to focus on helping seniors and retirees find the right financial solutions, and why he feels he has “the best job in the world!”
The big question: When should you start collecting Social Security so that you maximize your income? Generally, the answer lies in what’s considered your “full retirement age,” but that isn’t always what’s best for everyone. Abe explains what factors to should consider in order to truly maximize your benefits… and embraces why “there’s no place like Southern Utah” to call home!
If you Google “how much do I need to retire,” you’ll receive a myriad of conflicting answers. In fact, CNN Money recently said the simple rule of 8 times our ending salary will provide a 25-year retirement. Abe strongly disagrees. Today he explains how if you’re over 55, why and how you need to defend your portfolio against obstacles such as: Disappearing pensions, inflation, taxes, market volatility and healthcare expenses that can all decrease your portfolio quickly.
September of 2008 was an especially scary time for investors. Thankfully 11 years later, our portfolios are doing pretty well! But could something like that ever happen again? Abe isn’t a doomsayer, but the answer is YES! The bigger question is… how will your portfolio handle the next crash? Today Abe explains why it’s vital to make sure your investments are properly diversified. Remember: “Those who do not learn history are doomed to repeat it.”
What makes you nervous or anxious? Maybe public speaking or heights? A recent survey finds that 60% of Americans feel anxious when they think about investing in the market… and they’re reluctant to invest because they worry about a potential crash. Abe explains how you can remedy some of your investment fears and tackle other common retirement concerns.
Find out what Abe and Warren Buffet have in common with this behind the scenes insight of the Ashton & Associates office and team. Plus, how NOT budgeting for future healthcare cost can wreck your retirement.
Abe spends some valuable time expressing gratitude for the men and women that currently serve our country, and those that have in the past. And since so many Americans save for retirement with 401(k), we’ll clarify why a 401(k) isn’t a retirement plan.
Many assume they’ll be in a lower tax-bracket during retirement. Abe explains why that isn’t necessarily true by clarifying how taxes impact your portfolio more than you realize.
An entertaining conversation about working in a field you have a true passion for. Plus, what Abe and George Clooney surprisingly have in common!
The ads you see and hear can make investing seem rather easy. Abe will dive into some of the key issues the commercials don’t always spotlight. Plus, a story that explains the emotional hurdle of transitioning from the working world to retiring.