Podcasts by Your Family And Your Retirement

How do you make your money last while spending down? from 2023-12-12T09:00

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...

How to narrow down your options for retirement from 2023-12-05T09:00

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. 

You have options for long term care in retirement from 2023-11-21T09:00

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 fo...

Does your 401k have too much risk? from 2023-11-14T09:00

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 founde...

Avoiding mistakes in retirement from 2023-11-07T09:00

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 f...

Is the market slowing down? from 2023-10-31T08:00

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...

What advice would Abe give his younger self? from 2023-10-17T08:00

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 ...

Is an annuity right for you? from 2023-10-10T08:00

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 retir...

Talking Economics with Yale Professors Roger Ibbotson and William Goetzmann from 2023-10-03T08:00

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 ...

Obtaining long term care without hurting your retirement from 2023-09-26T08:00

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...

How the next generation should handle inheritance from 2023-09-19T08:00

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 pos...

How to detect fees in your retirement plan from 2023-09-12T08:00

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 & A...

Being nervous going into retirement from 2023-06-26T09:00

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 informa...

Checking your retirement accounts too much can steal your happiness from 2023-06-19T09:00

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 ba...

Facing retirement alone from 2023-06-12T09:00

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...

Aging with grace like Sylvester Stallone from 2023-06-05T09:00

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.

T...

Keeping up with changes that affect your retirement from 2023-05-29T09:00

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. <...

Spend confidently in retirement from 2023-05-22T09:00

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 & ...

Bill Murray joins Ashton&Associates Darby Wagner from 2023-05-15T09:00

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 consult...

What should we do if a sell-off happens? from 2023-05-08T16:00

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 Listen

Should we buy into the $400 rule? from 2023-05-01T09:00

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 in...

Where do we get it wrong? from 2023-04-24T09:00

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 m...

How did Abe get started as a financial advisor? from 2023-04-17T10:00

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 informat...

Gambling and Your Retirement Savings Don't Mix from 2023-04-10T10:00

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 sch...

Adjusting your portfolio during inflation from 2023-04-03T10:00

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 s...

Adjusting for interest rate hikes from 2023-03-27T10:00

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 sch...

Emotions and Investing don't mix! from 2023-03-20T10:00

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. 

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Do most still work in retirement? from 2023-03-13T10:00

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? 

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How can we safeguard our retirement savings? from 2023-03-06T11:00

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 t...

How long will you live? from 2023-02-27T11:00

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...

Having both spouses involved is vital from 2023-02-20T11:00

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 & Asso...

Most Financial Advisors quit within 3 years from 2023-02-13T11:00

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. ...

How inflation can hurt your retirement from 2023-02-06T11:00

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.

Marie Osmond won't leave inheritance for her kids from 2023-01-30T11:00

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 passi...

Are collectibles good investments? from 2023-01-23T11:00

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 & Asso...

Is it too good to be true? from 2023-01-16T11:00

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. 

To get more information on Ashton & Assoc...

Challenges to watch out for in early retirement from 2023-01-09T11:00

If you're considering early retirement, what challenges should you watch out for? Abe has a few things to keep in mind. 

To get more information on Ashton & Associates, or to schedule a c...

Gifting money to your children or grandchildren from 2022-12-19T11:00

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 ...

Extending the RMD age to 75 from 2022-12-12T11:00

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. 

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Positioning yourself appropriately with rising interest rates from 2022-11-21T11:00

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. 

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Can you replace 100% of your paycheck? from 2022-11-14T11:00

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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Service you should expect from a financial advisor from 2022-11-07T11:00

Customer service can be extremely frustrating, but Abe Ashton has a program in place to make sure his clients stay connected. 

To get more information on Ashton & Associates, or to schedu...

Everybody needs to be part of the plan from 2022-10-31T10:00

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. Listen

Are you using the best RMD strateghy? from 2022-10-24T10:00

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 taki...

Pros&Cons of Annuities from 2022-10-17T10:00

Are annuities good or bad? It's depends! Abe weights out the good and the bad. 

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit <...

Does fall mean the market declines? from 2022-10-10T10:00

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 consultati...

Are we economically out of the woods? from 2022-09-19T10:00

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 consulta...

Test drive your retirement! from 2022-09-12T10:00

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...

Retirement Checks and Balances from 2022-08-24T10:00

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 inform...

Recession or Not? from 2022-08-17T10:00

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 t...

What's the best way to pass down your legacy? from 2022-08-10T10:00

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 informa...

It's Not a Number - It's a Spending Habit! from 2022-08-03T10:00

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 &...

Prepare for the Win in Retirement from 2022-07-27T10:00

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 inform...

How to Handle Interest Rate Hikes from 2022-07-06T10:00

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 m...

Taxes and Bonds from 2022-02-21T08:00

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 yo...

Inflation and Hidden Fees In Your 401k from 2022-02-11T16:17:49

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 ...

Missing Out from 2022-01-28T15:23:48

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 ...

Outlook On The Market This Year from 2022-01-24T16:37:20

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...

Cryptocurrency from 2021-10-08T13:34:34

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 retir...

Beware Of A Market Correction from 2021-09-17T15:29:34

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 sho...

Market Highs from 2021-09-10T13:50:23

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 a...

Hidden Fees and Pension Buyouts from 2021-08-13T15:12:52

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 pensi...

Financially Happy from 2021-07-01T15:03

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 becom...

Biden's Capital Gains Taxes from 2021-06-11T14:57:07

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 ...

The Murray Brothers Interview from 2021-06-03T19:52:29

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....

Having Kids Involved In Parent's Financial Plans from 2021-05-21T13:48:23

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 retiremen...

How You Get Paid After Retirement from 2021-05-14T16:43:04

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...

Tim Allen and Richard Karn Interview from 2021-04-15T18:19:01

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 othe...

Losing Your Retirement Passwords Could Cost You BIG TIME! from 2021-04-05T16:00

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...

Delaying Your Retirement from 2021-04-02T18:58:25

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 pla...

Long Term Care from 2021-03-19T15:25:48

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 ...

Annuities&Replacing Your Paycheck In Retirement from 2021-02-18T19:55:52

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...

First 100 Days of New Administration - Client's Concerns from 2021-01-22T18:56:27

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 ...

Client's Concerns For The New Year from 2021-01-15T14:51:53

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 t...

How To Plan For Retirement When You Turn 50 from 2020-11-20T16:00:03

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 wh...

Mapping Out Happiness&Efficiency from 2020-10-22T18:54:54

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 informatio...

Is Retiring During A Pandemic Possible? from 2020-10-14T20:53:17

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 c...

Texting, Taxes&Taking Action from 2020-10-14T20:30:34

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 eco...

Alleviating The Anxiety of 2020 from 2020-10-02T18:47:51

Obviously we all have opinions about how we’d prefer the election to end up on November 3^rd. Many feel anxious about how those results could impact us on main street, wall street, wit...

Giving Grace&Governing Your Own Taxes from 2020-09-15T15:04:15

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...

Finding Value&Controlling Your Taxes from 2020-09-03T15:50:51

The saying “as California goes, so goes the nation" RAISES Abe’s blood pressure this week! Lawma...

How To Control Your Numbers from 2020-08-24T19:04:48

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 t...

COVID-19&The Election from 2020-08-19T20:00:01

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 C...

Baseball&Having Income In YOUR Lineup from 2020-08-03T20:55:32

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 m...