Is early retirement a realistic dream or a fleeting fantasy? In this "Purposeful Planning" episode, we dissect the complexities of stepping away from the 9-5 earlier than expected. From managing debts and securing healthcare to ensuring you're financially and mentally prepared for life post-work, get insights that could pave your way to a fulfilling early retirement—presented by Aspen Wealth Management If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

In this edition of "Purposeful Planning," we explore the intricate balance of the "sandwich generation" - individuals caught between supporting both their children and aging parents. Delve into key tax provisions that can offer relief amidst the rising costs of dependent care. Whether you're a mid- to later-career professional or simply want to be prepared for the future, this episode offers vital insights. Join us to unravel the financial strategies that can make a difference. Presented by Aspen Wealth Management. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

Unveiling the landmark changes of SECURE 2.0 from December 2022, we delve into its impact on retirement plans and tax-favored savings, spotlighting the 529 education plan.   Tune in to explore how SECURE 2.0 has crafted fresh opportunities for college graduates transitioning to the workforce through the revamped 529 plans. Secure your knowledge for a brighter financial future! If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Purposeful Planning, we explore the financial pros and cons of owning a vacation home. Real estate offers diversification and potential for rental income, but market risk and carrying costs should be carefully considered. Have a listen to some of the important pros and cons.  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we delve into the crucial topic of transitioning into retirement and how it affects your insurance needs, with a focus on life and health coverage. Join us as we explore essential facts to help you navigate through the complexities and make informed decisions. Remember, knowledge is key, and by staying informed, you can confidently approach your insurance needs in this new chapter of your life. Don't miss out on this valuable episode of Purposeful Planning! If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

In this episode, in our latest episode of Purposeful Planning, we discuss some special financial considerations for those who are considering or already involved in creating a new blended family.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

Many philanthropically-minded families are uncertain about how to get started. We outline some initial steps you can take to get a philanthropic organization started on the right foot. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

Explore the value of overcoming recency bias and concentrating on the time-tested investment principle of saving before investing in this audio series.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."Sources: 1. https://buckinghamstrategicwealth.com/resources/investing/buckingham-weekly-perspectives-august-24-20222. https://www.wsj.com/articles/bank-collapse-crisis-timeline-724f6458 3. https://www.thebalance.com/what-is-the-greece-debt-crisis-3305525 4. https://www.biography.com/crime-figure/bernard-madoff 5. https://www.thebalance.com/what-was-the-dotcom-bubble-5209336 6. https://education.nationalgeographic.org/resource/Y2K-bug 7. https://www.wsj.com/articles/when-americans-took-to-the-streets-over-inflation-11623412801 8. https://www.federalreservehistory.org/essays/savings-and-loan-crisis 9. https://www.washingtonpost.com/history/2021/05/13/gas-shortages-1970s/ 10. https://www.wsj.com/articles/35-ways-to-jump-start-your-emergency-savings-11590537591The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

Explore the value of overcoming recency bias and concentrating on the time-tested investment principle of saving before investing in this audio series.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."Sources: 1. https://buckinghamstrategicwealth.com/resources/investing/buckingham-weekly-perspectives-august-24-20222. https://www.wsj.com/articles/bank-collapse-crisis-timeline-724f6458 3. https://www.thebalance.com/what-is-the-greece-debt-crisis-3305525 4. https://www.biography.com/crime-figure/bernard-madoff 5. https://www.thebalance.com/what-was-the-dotcom-bubble-5209336 6. https://education.nationalgeographic.org/resource/Y2K-bug 7. https://www.wsj.com/articles/when-americans-took-to-the-streets-over-inflation-11623412801 8. https://www.federalreservehistory.org/essays/savings-and-loan-crisis 9. https://www.washingtonpost.com/history/2021/05/13/gas-shortages-1970s/ 10. https://www.wsj.com/articles/35-ways-to-jump-start-your-emergency-savings-11590537591The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

Explore the complexities of sequence risk in our audio series, which delves into the unpredictable factors that can impact your retirement planning. Learn how to mitigate sequence risk and build a strong portfolio.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.