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

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 <a href="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

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 &...

Talking Economics with Yale Professors Roger Ibbotson and William Goetzmann

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.com

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

Summary  The conversation 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. It also addresses concerns about the future of Social Security and provides strategies for dealing with potential reductions in benefits. The main takeaways include the importance of staying calm during market declines, the need to plan for longevity risk, and the necessity of having alternative sources of income in retirement.

Balancing Market Risk and Other Retirement Risks

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. 

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: <a href="https://scwealthadvisors.com/">scwealthadvisors.com</a>
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.

Summary  The conversation covers the topic of long-term care and the factors to consider when deciding whether to purchase long-term care insurance. It discusses the different levels of elder care and the statistics surrounding the likelihood of needing long-term care. The conversation also explores alternative options for covering long-term care costs, such as Medicaid spend down plans and combination products. Additionally, the conversation touches on the importance of building trust with clients in the financial planning industry.

Understanding the Different Levels of Elder Care

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.com

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

Summary  The conversation discusses the impact of inflation on retirees and those nearing retirement. It emphasizes the importance of having a plan and considering income sources like social security and pensions that account for cost of living adjustments. The conversation also highlights the need to focus on spending habits rather than a specific lump sum number for retirement. It explores the concept of market risk and the importance of staying calm during market declines. The conversation concludes by discussing the need to consider healthcare costs and longevity risk in retirement planning.

Talking Economics with Yale Professors Roger Ibbotson and William Goetzmann

In 1 playlist(s)

Your Family And Your Retirement

Social links

Follow podcast

Recent clips