Best Abe Ashton Podcasts (2024)

1
Creating a Structured Approach can Lead to Financial Freedom 8:31

15h ago8:31

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 …

1
How Trust Plays a Big Part of Financial Planning 7:19

4h ago7:19

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 …

1
401(k)s and IRAs: Changes are Coming in 2025 6:57

6d ago6:57

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 Associate…

1
How The Fed Rate Cuts Affect You and Your Retirement 6:36

22d ago6:36

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…

1
The Art of Client Engagement 6:05

1M ago6:05

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 …

1
The Looming Social Security Crisis 7:23

1M ago7:23

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,…

1
Abe Ashton sits down with Gary LeVox of Rascal Flatts 6:42

2M ago6:42

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 Associa…

1
Navigating 401k and IRA Decisions 7:41

2M ago7:41

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…

1
Locking in High Yields on Fixed Income Investments 7:24

2M ago7:24

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 famil…

1
Preparing for Social Security Changes 7:26

2M ago7:26

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 …

1
Navigating Long-Term Care in Retirement 7:21

3M ago7:21

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 thousand…

1
Navigating Emotions and Financial Freedom 14:54

3M ago14:54

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 y…

1
The Importance of Reassessing Financial Plans 6:34

3M ago6:34

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 th…

1
Phased Retirement: A Busy and Engaging Time 9:02

3M ago9:02

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 …

1
The Pros and Cons of Annuities 6:32

4M ago6:32

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, A…

1
The Potential Benefits of Secure Act 2.0 7:28

4M ago7:28

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 y…

1
Balancing Market Risk and Other Retirement Risks 8:13

4M ago8:13

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 ac…

1
Understanding the Different Levels of Elder Care 8:21

4M ago8:21

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: scwealthadvi…

1
Navigating Inflation in Retirement 7:19

4M ago7:19

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 …

1
Creating a Unique Retirement Plan 6:22

5M ago6:22

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 …

1
What to do When Your Advisor says "Hang in there, it'll come back" 6:36

5M ago6:36

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 ex…

1
Penalties you could face with Social Security 6:19

5M ago6:19

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…

1
A Financial Planner Looks at Retirement through a Different Lens 3:43

5M ago3:43

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 Ashto…

1
The Importance of Budgeting in Financial Planning 5:16

5M ago5:16

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, Ab…

1
Don't let inflation deflate your retirement fun 4:08

6M ago4:08

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 thousan…

1
What retiree category do you fall into? 6:22

6M ago6:22

6:22

After years of experience helping people retire successfully, Abe Ashton explains there are a few different categories of people that need guidance. Which type are 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 ret…

1
What's the definition of income when it comes to retirement planning? 5:14

6M ago5:14

5:14

Your view of income completely changes when you leave the workforce. Abe Ashton explains how he helps his clients reframe their perspective on income when they reach their next chapter. 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 acros…

1
How should you pass down your financial legacy 3:20

7M ago3:20

3:20

How you want to pass down your legacy is up to you, and Abe Ashton explains how he helps his clients solidify their wishes at Ashton & Associates. 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. A…

1
Don't let a market decline affect your retirement 3:56

7M ago3:56

3:56

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 fa…

1
Should retirees use fixed income programs? 4:08

7M ago4:08

4:08

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…

1
Is downsizing for retirement in this housing market worth it? 3:22

8M ago3:22

3:22

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 acros…

1
Abe Ashton challenges country music star Dillon Carmichael to come up with new lyrics 4:41

8M ago4:41

4:41

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 websi…

1
Don't let helping others hurt your retirement plan 6:15

8M ago6:15

6:15

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 c…

1
You can still have fun in retirement if inflation remains high 4:11

8M ago4:11

4:11

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 retir…

1
Factors to consider with long term care in retirement 5:32

9M ago5:32

5:32

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…

1
What to do when a financial advisor says, "Hang in there" 4:45

9M ago4:45

4:45

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 …

1
Setting up fixed income to handle expenses in retirement 6:30

9M ago6:30

6:30

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, an…

1
How to keep your emotions in check when it comes to finances 4:24

9M ago4:24

4:24

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 pr…

1
Why aren't we enjoying the 'empty nest'? 4:12

10M ago4:12

4:12

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…

1
Helping clients understand their retirement plan 4:33

10M ago4:33

4:33

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…

1
Long term care could ruin your retirement 6:34

10M ago6:34

6:34

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 acro…

1
Handling concerns with Social Security 5:01

10M ago5:01

5:01

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, a…

1
Transitioning from the working world into retirement 5:41

11M ago5:41

5:41

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. Ab…

1
Lowering your RMD taxes in retirement 3:34

11M ago3:34

3:34

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. Ab…

1
Luck vs. Risk in retirement 5:16

11M ago5:16

5:16

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 …

1
How do you make your money last while spending down? 4:24

11M ago4:24

4:24

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…

1
How to narrow down your options for retirement 4:13

11M ago4:13

4:13

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 acro…

1
You have options for long term care in retirement 5:31

12M ago5:31

5:31

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, Ne…

1
Does your 401k have too much risk? 3:57

1y ago3:57

3:57

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…

1
Avoiding mistakes in retirement 7:27

1y ago7:27

7:27

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 co…

Podcasts Worth a Listen

Abe Ashton Podcasts

Podcasts Worth a Listen

Quick Reference Guide