Your Family And Your Retirement

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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 th…

Abe Ashton


    • May 27, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 8m AVG DURATION
    • 187 EPISODES


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    Latest episodes from Your Family And Your Retirement

    Annuities in Your 401K AND The Second Chapter of Your Career

    Play Episode Listen Later May 27, 2025 8:17


    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.

    Helping Clients Keep Emotions in Check

    Play Episode Listen Later May 20, 2025 6:53


    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.

    How to Transition into Retirement AND Big Purchase Concerns

    Play Episode Listen Later May 6, 2025 7:50


    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.comSee omnystudio.com/listener for privacy information.

    The Dangers of Using Social Media for Financial Advice

    Play Episode Listen Later Apr 22, 2025 6:44


    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.comSee omnystudio.com/listener for privacy information.

    Preparing for a Potential Recession

    Play Episode Listen Later Apr 15, 2025 6:02


    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.comSee omnystudio.com/listener for privacy information.

    Retirement Planning: The Key to Independence

    Play Episode Listen Later Apr 8, 2025 7:33


    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.comSee omnystudio.com/listener for privacy information.

    The State of the Stock Market

    Play Episode Listen Later Apr 1, 2025 8:17


    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.comSee omnystudio.com/listener for privacy information.

    Is There a Certain Amount You Need to Save to Retire?

    Play Episode Listen Later Mar 25, 2025 6:50


    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.comSee omnystudio.com/listener for privacy information.

    Retiring Without a Pension

    Play Episode Listen Later Mar 18, 2025 8:25


    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.comSee omnystudio.com/listener for privacy information.

    Does the 4% Rule Work in 2025?

    Play Episode Listen Later Mar 11, 2025 7:34


    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.comSee omnystudio.com/listener for privacy information.

    What Are Your Long-Term Care Options?

    Play Episode Listen Later Mar 4, 2025 7:02


    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.comSee omnystudio.com/listener for privacy information.

    Should We Worry About the Inverted Yield Curve?

    Play Episode Listen Later Feb 25, 2025 7:53


    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.comSee omnystudio.com/listener for privacy information.

    Avoid Issues with Inherited IRAs

    Play Episode Listen Later Feb 18, 2025 7:58


    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.comSee omnystudio.com/listener for privacy information.

    Collaborating On Your Retirement

    Play Episode Listen Later Feb 11, 2025 7:44


    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.comSee omnystudio.com/listener for privacy information.

    Keeping Emotions Out of the Financial Planning Process

    Play Episode Listen Later Feb 4, 2025 8:07


    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.comSee omnystudio.com/listener for privacy information.

    Why People Don't Ask for Financial Help

    Play Episode Listen Later Jan 28, 2025 6:55


    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.comSee omnystudio.com/listener for privacy information.

    Keeping Emotions and Finances Separate

    Play Episode Listen Later Jan 21, 2025 8:05


    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.comSee omnystudio.com/listener for privacy information.

    Be Careful Where You Get Retirement Advice

    Play Episode Listen Later Jan 14, 2025 7:23


    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.comSee omnystudio.com/listener for privacy information.

    When to Include Your Family in Retirement Planning

    Play Episode Listen Later Jan 7, 2025 6:07


    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.comSee omnystudio.com/listener for privacy information.

    Getting A Strategy for Spending in Retirement

    Play Episode Listen Later Dec 31, 2024 7:04


    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.comSee omnystudio.com/listener for privacy information.

    Should You Use Retirement Savings for Debt

    Play Episode Listen Later Dec 24, 2024 7:08


    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.comSee omnystudio.com/listener for privacy information.

    When Should You Start Planning for Retirement?

    Play Episode Listen Later Dec 17, 2024 7:42


    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.comSee omnystudio.com/listener for privacy information.

    How to Transition into Retirement after a Lifelong Career

    Play Episode Listen Later Dec 10, 2024 7:50


    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.comSee omnystudio.com/listener for privacy information.

    Why People Get Lost in Retirement

    Play Episode Listen Later Dec 3, 2024 7:42


    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.comSee omnystudio.com/listener for privacy information.

    What Happens If the Social Security Ages Change

    Play Episode Listen Later Nov 26, 2024 7:09


    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.comSee omnystudio.com/listener for privacy information.

    Could We See Another Dot-Com Bubble?

    Play Episode Listen Later Nov 19, 2024 6:24


    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.comSee omnystudio.com/listener for privacy information.

    Creating a Structured Approach can Lead to Financial Freedom

    Play Episode Listen Later Nov 12, 2024 8:31


    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.comSee omnystudio.com/listener for privacy information.

    How Trust Plays a Big Part of Financial Planning

    Play Episode Listen Later Nov 5, 2024 7:19


    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.comSee omnystudio.com/listener for privacy information.

    401(k)s and IRAs: Changes are Coming in 2025

    Play Episode Listen Later Oct 29, 2024 6:57


    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.comSee omnystudio.com/listener for privacy information.

    How The Fed Rate Cuts Affect You and Your Retirement

    Play Episode Listen Later Oct 22, 2024 6:36


    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.comSee omnystudio.com/listener for privacy information.

    The Art of Client Engagement

    Play Episode Listen Later Oct 8, 2024 6:05


    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.comSee omnystudio.com/listener for privacy information.

    The Looming Social Security Crisis

    Play Episode Listen Later Oct 1, 2024 7:23


    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.comSee omnystudio.com/listener for privacy information.

    Abe Ashton sits down with Gary LeVox of Rascal Flatts

    Play Episode Listen Later Sep 24, 2024 6:42


    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.comSee omnystudio.com/listener for privacy information.

    Navigating 401k and IRA Decisions

    Play Episode Listen Later Sep 17, 2024 7:41


    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.comSee omnystudio.com/listener for privacy information.

    Locking in High Yields on Fixed Income Investments

    Play Episode Listen Later Sep 10, 2024 7:24


    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.comSee omnystudio.com/listener for privacy information.

    Preparing for Social Security Changes

    Play Episode Listen Later Sep 3, 2024 7:26


    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.comSee omnystudio.com/listener for privacy information.

    Navigating Long-Term Care in Retirement

    Play Episode Listen Later Aug 27, 2024 7:21


    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.comSee omnystudio.com/listener for privacy information.

    Navigating Emotions and Financial Freedom

    Play Episode Listen Later Aug 20, 2024 14:54


    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.comSee omnystudio.com/listener for privacy information.

    The Importance of Reassessing Financial Plans

    Play Episode Listen Later Aug 13, 2024 6:34


    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.comSee omnystudio.com/listener for privacy information.

    Phased Retirement: A Busy and Engaging Time

    Play Episode Listen Later Aug 6, 2024 9:02


    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.comSee omnystudio.com/listener for privacy information.

    The Pros and Cons of Annuities

    Play Episode Listen Later Jul 30, 2024 6:32


    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.comSee omnystudio.com/listener for privacy information.

    The Potential Benefits of Secure Act 2.0

    Play Episode Listen Later Jul 23, 2024 7:28


    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.comSee omnystudio.com/listener for privacy information.

    Balancing Market Risk and Other Retirement Risks

    Play Episode Listen Later Jul 16, 2024 8:13


    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.comSee omnystudio.com/listener for privacy information.

    Understanding the Different Levels of Elder Care

    Play Episode Listen Later Jul 9, 2024 8:21


    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. See omnystudio.com/listener for privacy information.

    Navigating Inflation in Retirement

    Play Episode Listen Later Jul 2, 2024 7:19


    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.comSee omnystudio.com/listener for privacy information.

    Creating a Unique Retirement Plan

    Play Episode Listen Later Jun 25, 2024 6:22


    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.comSee omnystudio.com/listener for privacy information.

    What to do When Your Advisor says "Hang in there, it'll come back"

    Play Episode Listen Later Jun 18, 2024 6:36


    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.comSee omnystudio.com/listener for privacy information.

    Penalties you could face with Social Security

    Play Episode Listen Later Jun 11, 2024 6:19


    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.comSee omnystudio.com/listener for privacy information.

    The Importance of Budgeting in Financial Planning

    Play Episode Listen Later Jun 4, 2024 5:16


    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.comSee omnystudio.com/listener for privacy information.

    A Financial Planner Looks at Retirement through a Different Lens

    Play Episode Listen Later Jun 4, 2024 3:43


    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.comSee omnystudio.com/listener for privacy information.

    Don't let inflation deflate your retirement fun

    Play Episode Listen Later May 21, 2024 4:08


    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.comSee omnystudio.com/listener for privacy information.

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