Share

Purposeful Planning with Aspen Wealth Management

Learn, get inspired, and feel empowered about your financial life. Hear short tips about money management and true stories about the impact of financial planning on securing stability and financial freedom. At Aspen Weal
1/30/2023

What Is Fiduciary Investment Advice?, Part 2

Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth. For decades, the fiduciary standard has shaped this highest level of care for those of us committed to delivering it. However, it has probably become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not. Sources: 1. https://www.thinkadvisor.com/2019/03/18/sec-using-best-interest-as-a-marketing-slogan-phyllis-borzi/2. https://www.investmentnews.com/historical-timeline-of-fiduciary-duty-for-financial-advice-667553. https://www.sec.gov/regulation-best-interest4. https://www.thinkadvisor.com/2020/01/31/reg-bi-creates-fake-fiduciaries-jane-bryant-quinn/5. https://www.thinkadvisor.com/2020/07/29/dol-abandons-its-statutory-mission-to-protect-retirement-savers/6. https://www.kitces.com/blog/xy-planning-network-vs-sec-regulation-best-interest-separation-sales-financial-planning-advice-double-standard/ If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
1/23/2023

What Is Fiduciary Investment Advice?, Part 1

Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth. For decades, the fiduciary standard has shaped this highest level of care for those of us committed to delivering it. However, it has probably become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not. Sources: 1. https://www.thinkadvisor.com/2019/03/18/sec-using-best-interest-as-a-marketing-slogan-phyllis-borzi/2. https://www.investmentnews.com/historical-timeline-of-fiduciary-duty-for-financial-advice-667553. https://www.sec.gov/regulation-best-interest4. https://www.thinkadvisor.com/2020/01/31/reg-bi-creates-fake-fiduciaries-jane-bryant-quinn/5. https://www.thinkadvisor.com/2020/07/29/dol-abandons-its-statutory-mission-to-protect-retirement-savers/6. https://www.kitces.com/blog/xy-planning-network-vs-sec-regulation-best-interest-separation-sales-financial-planning-advice-double-standard/ If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
12/19/2022

Protecting What is Yours (After You Pass), Part 2

When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Having an up-to-date estate plan is one of the greatest gifts you can leave to your loved ones, saving them much added stress and turmoil at a time when they are grieving your loss.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.Sources: 1. https://www.caring.com/caregivers/estate-planning/wills-survey/2. https://www.estateexec.com/Docs/General_Statistics3. https://www.aarp.org/money/budgeting-saving/info-05-2013/5-things-to-know-about-being-an-executor.html 4. https://www.nolo.com/legal-encyclopedia/probate-faq.html 5. https://www.thinkadvisor.com/2021/04/21/8-trusts-that-can-help-reduce-estate-taxes/6. https://www.thebalance.com/what-does-it-mean-to-fund-a-trust-3505280 7. https://www.cnet.com/how-to/best-password-manager/
12/12/2022

Protecting What is Yours (After You Pass), Part 1

When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Having an up-to-date estate plan is one of the greatest gifts you can leave to your loved ones, saving them much added stress and turmoil at a time when they are grieving your loss.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.Sources: 1. https://www.caring.com/caregivers/estate-planning/wills-survey/2. https://www.estateexec.com/Docs/General_Statistics3. https://www.aarp.org/money/budgeting-saving/info-05-2013/5-things-to-know-about-being-an-executor.html 4. https://www.nolo.com/legal-encyclopedia/probate-faq.html 5. https://www.thinkadvisor.com/2021/04/21/8-trusts-that-can-help-reduce-estate-taxes/6. https://www.thebalance.com/what-does-it-mean-to-fund-a-trust-3505280 7. https://www.cnet.com/how-to/best-password-manager/