Your Family And Your Retirement

Don't let a market decline affect your retirement

April 16, 2024 08:00 - 3 minutes - 3.65 MB

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 se...

Should retirees use fixed income programs?

April 09, 2024 08:00 - 4 minutes - 3.83 MB

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, tha...

Is downsizing for retirement in this housing market worth it?

April 02, 2024 08:00 - 3 minutes - 3.12 MB

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 the...

Abe Ashton challenges country music star Dillon Carmichael to come up with new lyrics

March 26, 2024 08:00 - 4 minutes - 4.34 MB

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 t...

Don't let helping others hurt your retirement plan

March 12, 2024 08:00 - 6 minutes - 5.77 MB

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 achiev...

You can still have fun in retirement if inflation remains high

March 05, 2024 09:00 - 4 minutes - 3.88 MB

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 retir...

Factors to consider with long term care in retirement

February 27, 2024 09:00 - 5 minutes - 5.11 MB

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 ...

What to do when a financial advisor says, "Hang in there"

February 20, 2024 09:00 - 4 minutes - 4.39 MB

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....

Setting up fixed income to handle expenses in retirement

February 13, 2024 09:00 - 6 minutes - 5.99 MB

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 he...

How to keep your emotions in check when it comes to finances

February 06, 2024 09:00 - 4 minutes - 4.08 MB

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...

Why aren't we enjoying the 'empty nest'?

January 30, 2024 09:00 - 4 minutes - 3.88 MB

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 work...

Helping clients understand their retirement plan

January 23, 2024 09:00 - 4 minutes - 4.21 MB

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 hel...

Long term care could ruin your retirement

January 16, 2024 09:00 - 6 minutes - 6.06 MB

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 th...

Handling concerns with Social Security

January 09, 2024 09:00 - 5 minutes - 4.64 MB

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 h...

Transitioning from the working world into retirement

January 02, 2024 09:00 - 5 minutes - 5.26 MB

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 ...

Lowering your RMD taxes in retirement

December 26, 2023 09:00 - 3 minutes - 3.31 MB

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 ...

Luck vs. Risk in retirement

December 19, 2023 09:00 - 5 minutes - 4.86 MB

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 ...

How do you make your money last while spending down?

December 12, 2023 09:00 - 4 minutes - 4.08 MB

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 ...

How to narrow down your options for retirement

December 05, 2023 09:00 - 4 minutes - 3.9 MB

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 th...

You have options for long term care in retirement

November 21, 2023 09:00 - 5 minutes - 5.1 MB

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,...

Does your 401k have too much risk?

November 14, 2023 09:00 - 3 minutes - 3.66 MB

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 ...

Avoiding mistakes in retirement

November 07, 2023 09:00 - 7 minutes - 6.86 MB

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...

Is the market slowing down?

October 31, 2023 08:00 - 4 minutes - 3.99 MB

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 achi...

What advice would Abe give his younger self?

October 17, 2023 08:00 - 4 minutes - 4.39 MB

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 See omnystudio.com/listener for privacy information.

Is an annuity right for you?

October 10, 2023 08:00 - 3 minutes - 3.66 MB

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 See omnystudio.com/listener for privacy information.

Talking Economics with Yale Professors Roger Ibbotson and William Goetzmann

October 03, 2023 08:00 - 9 minutes - 9.08 MB

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 See omnystudio.com/listener for privacy information.

Obtaining long term care without hurting your retirement

September 26, 2023 08:00 - 6 minutes - 6.14 MB

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.

How the next generation should handle inheritance

September 19, 2023 08:00 - 5 minutes - 4.77 MB

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.

How to detect fees in your retirement plan

September 12, 2023 08:00 - 8 minutes - 7.6 MB

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 See omnystudio.com/listener for privacy information.

Being nervous going into retirement

June 26, 2023 09:00 - 5 minutes - 4.94 MB

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 See omnystudio.com/listener for privacy information.

Checking your retirement accounts too much can steal your happiness

June 19, 2023 09:00 - 5 minutes - 5.05 MB

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 See omnystudio.com/listener for privacy information.

Facing retirement alone

June 12, 2023 09:00 - 4 minutes - 3.72 MB

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 See omnystudio.com/listener for privacy information.

Aging with grace like Sylvester Stallone

June 05, 2023 09:00 - 6 minutes - 6.15 MB

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 See omnystudio.com/listener for privacy information.

Keeping up with changes that affect your retirement

May 29, 2023 09:00 - 5 minutes - 4.7 MB

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 See omnystudio.com/listener for privacy information.

Spend confidently in retirement

May 22, 2023 09:00 - 5 minutes - 5.28 MB

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 See omnystudio.com/listener for privacy information.

Bill Murray joins Ashton & Associates Darby Wagner

May 15, 2023 09:00 - 5 minutes - 5.01 MB

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 See omnystudio.com/listener for privacy information.

Bill Murray joins Ashton & Associates' Darby Wagner

May 15, 2023 09:00 - 5 minutes - 9.96 MB

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

What should we do if a sell-off happens?

May 08, 2023 16:00 - 5 minutes - 10.4 MB

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

What should we do if a sell-off happens?

May 08, 2023 16:00 - 5 minutes - 5.23 MB

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 See omnystudio.com/listener for privacy information.

Should we buy into the $400 rule?

May 01, 2023 09:00 - 5 minutes - 5.39 MB

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 See omnystudio.com/listener for privacy information.

Where do we get it wrong?

April 24, 2023 09:00 - 7 minutes - 6.86 MB

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 See omnystudio.com/listener for privacy information.

How did Abe get started as a financial advisor?

April 17, 2023 10:00 - 6 minutes - 5.89 MB

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 See omnystudio.com/listener for privacy information.

Gambling and Your Retirement Savings Don't Mix

April 10, 2023 10:00 - 5 minutes - 5.42 MB

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 See omnystudio.com/listener for privacy information.

Adjusting your portfolio during inflation

April 03, 2023 10:00 - 6 minutes - 6.05 MB

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 See omnystudio.com/listener for privacy information.

Adjusting for interest rate hikes

March 27, 2023 10:00 - 5 minutes - 5.26 MB

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 See omnystudio.com/listener for privacy information.

Emotions and Investing don't mix!

March 20, 2023 10:00 - 6 minutes - 6.43 MB

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 See omnystudio.com/listener for privacy information.

Do most still work in retirement?

March 13, 2023 10:00 - 7 minutes - 6.47 MB

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 See omnystudio.com/listener for privacy information.

How can we safeguard our retirement savings?

March 06, 2023 11:00 - 4 minutes - 4.59 MB

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 See omnystudio.com/listener for privacy information.

How long will you live?

February 27, 2023 11:00 - 5 minutes - 5.18 MB

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 See omnystudio.com/listener for privacy information.

Having both spouses involved is vital

February 20, 2023 11:00 - 7 minutes - 6.63 MB

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 See omnystudio.com/listener for privacy information.

Your Family And Your Retirement

Episodes