Your Family And Your Retirement

What if the inheritance you’re counting on never arrives? In this episode, Ethan discusses why retirement plans should be built around your own resources, not future expectations. He explores the importance of proactive tax planning, how family conversations about estate planning can prevent confusion, and why retirees should feel comfortable enjoying the money they worked hard to earn. The conversation also covers sudden win...

What if becoming a 401(k) millionaire is only half the retirement planning story? In this episode, Stuart Seegmiller explains why market volatility can be a valuable reminder to review your portfolio, especially as retirement approaches. He discusses the difference between growing wealth and protecting it, why investment strategies may need to change over time, and how taxes can impact what your retirement savings are really worth....

What if some of the best retirement lessons come from people who are still working? In this episode, Stuart Seegmiller discusses the habits retirees can carry forward from their working years, including budgeting, continuous learning, maintaining multiple income sources, and keeping an emergency fund. He also explores why staying engaged with your finances can help reduce stress and improve decision-making in retirement. Plus, the ...

What keeps retirees up at night isn’t always the market—it’s the fear of the unknown. In this episode, Ethan Glasgow discusses the two biggest retirement concerns he hears most often: being unprepared for life’s surprises and worrying about income lasting through retirement. He explains why having a written plan can help reduce uncertainty, how healthcare and long-term care costs fit into the conversation, a...

What happens if the hottest stocks in your portfolio suddenly cool off? In this episode, Ethan Glasgow discusses the growing excitement around the “Fab 10” tech companies and why retirees should be cautious about becoming too concentrated in a single sector. He explains the importance of having a Plan B, diversifying across different asset classes, and balancing growth opportunities with strategies designed to reduce ri...

Your vision for retirement can fall apart quickly if you don’t understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can catch retirees off guard&mda...

A retirement plan shouldn’t feel harder to understand than the product it’s meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explores healthcare costs, Medicare realities, retiring before 65, and why every plan should clearly answer three questions: risk, ...

With the celebration of Independence Day, we brought back Abe's conversation with Donald Trump Jr. from Mar-a-Lago. Listen to this exclusive interview now!

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 s...

Before you help fund someone else’s future, are you sure your own retirement is on solid ground? In this episode, the conversation explores new “Trump accounts” for children and the broader question of when it makes sense to prioritize family gifting versus personal financial security. The discussion also dives into the mindset shift from saving to spending in retirement, why having a clear income strategy matters...

Social Security was never meant to do all the heavy lifting in retirement—but many people still treat it that way. In this episode, the conversation explores how relying on a single income source can leave gaps and why additional strategies may be needed to supplement retirement income. The discussion highlights approaches designed to create consistent income streams, address longevity concerns, and help reduce uncertainty ar...

Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how Social Security, pensions, and IRAs can impact your bottom line, and which strategies can help you keep more of your hard-earned money. Wh...

Retirement tax surprises can show up when you least expect them—long after you think you’ve already paid your dues. In this episode, the conversation uncovers common tax traps retirees face, including Social Security taxation, required minimum distributions, and capital gains surprises. It highlights why forward tax planning plays a critical role in retirement strategy—not just annual filing. The discussion also e...

What if retirement isn’t delayed—but arrives before you’re ready to handle the transition? In this episode, Abe Ashton explores how unexpected timing and emotions can shape retirement decisions, from continuing to work out of habit to struggling with the shift from saving to spending. The conversation highlights why personalized planning matters more than generic advice, how confidence comes from understanding you...

Abe Ashton gets the chance to sit down for a one-on-one interview with Donald Trump Jr. Listen to this exclusive interview now!

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...

Strong market gains don’t eliminate risk—especially when you’re living off your savings. In this episode, Stuart Seegmiller discusses why near‑retirees need to think differently about investing as income replaces accumulation. The conversation explores sequence‑of‑returns risk, balancing growth with protection, and why reacting to headlines can be costly later on. Stuart also explains why many retirees feel &ldquo...

Retiring without knowing what you’re retiring to can be just as risky as not being financially ready. In this episode, Stuart Seegmiller explores why many people delay retirement for emotional reasons—and how “test‑driving” retirement can lead to better decisions and greater fulfillment. The conversation covers easing into retirement, planning major experiences early, relocating thoughtfully, and avoiding co...

What happens when your retirement dreams collide with risky decisions inspired by social media? This episode dives into the challenges of making bold financial moves, the value of trusted advice, and how a portfolio x-ray can reveal hidden strengths and weaknesses in your retirement plan. Join Ethan for real stories, practical insights, and a candid look at balancing ambition with caution.

As the founder of Ashton and Associates, A...

Your vision for retirement can fall apart quickly if you don’t understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can catch retirees off guard&mda...

What happens when inheritance collides with family tension? Abe Ashton dives into the delicate question of keeping your wealth safe from unwanted hands—like a son-in-law you’d rather not include. Through real-life scenarios and clear strategies, Abe explores how trusts and estate planning can protect your assets while letting you enjoy them during your lifetime. If you’re facing tricky family dynamics or simply pl...