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.com

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 &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit <a href="https://ashtonwealth.com/">AshtonWealth.com</a>

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 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

Your Family And Your Retirement

The conversation revolves around the idea of living vicariously through clients' experiences and the unexpected aspects of being a financial planner. The main themes include retirement, travel, and dealing with death. The hosts discuss the joy of hearing clients' stories about vacations and the desire to experience those adventures. They also touch on the surprising side effect of being a financial planner, which is talking about death and end-of-life planning. The conversation highlights the importance of experience and how it shapes one's perspective on life and work.

A Financial Planner Looks at Retirement through a Different Lens

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.com

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 &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit <a href="https://ashtonwealth.com/">AshtonWealth.com</a>

Summary  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. It is important for investors to protect their capital during downturns and consider alternative strategies. This conversation explores the idea of revisiting investment strategies and seeking a second opinion from financial advisors. The hosts discuss the definition of a recession and how individuals can navigate personal economic challenges. They also highlight potential triggers for an economic downturn, such as market decline, inflation, and political factors.

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

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.com

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 &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit <a href="https://ashtonwealth.com/">AshtonWealth.com</a>

discusses two main themes: the impact of taking a job while receiving Social Security benefits and the challenges and considerations of grandparents providing daycare for their grandchildren. The conversation 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. It also emphasizes the importance of setting healthy expectations and boundaries when providing childcare for grandchildren and offers advice on financial planning for grandparents in this situation.

Penalties you could face with Social Security

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.com

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 &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit <a href="https://ashtonwealth.com/">AshtonWealth.com</a>

The conversation covers the topics of customer service, budgeting, retirement planning, risk assessment, and portfolio analysis. It 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.

A Financial Planner Looks at Retirement through a Different Lens

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Your Family And Your Retirement

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