Aspen Wealth Management

06/23/2026

Not everyone wants to go from full-time work to full stop.

Phased retirement is a growing path, and it comes with real financial decisions around healthcare, Social Security timing, and income sequencing that can make a big difference in the long run. In our latest episode of Purposeful Planning, Fore, CFP®, walks through how to think about it all.

Listen and read more here: https://www.aspenwealthmgmt.com/resource-center/retirement/phased-retirement-planning-strategy

06/22/2026

Retirement looks different for everyone. For some, it means making work optional in the next few years. For others, it means building enough confidence in their financial plan to stop worrying about the future and start enjoying the present. At Aspen Wealth Management, we work with you to clarify what retirement means to you and put a plan in place to help you get there. From Social Security strategies and pension elections to cash flow forecasting and required minimum distributions, we help clients navigate the details that matter most once the paycheck stops. If you are approaching retirement and want to feel more prepared for what comes next, we are here to help you navigate the transition with confidence. https://www.aspenwealthmgmt.com/retirement-planning

06/17/2026

Investing without a plan is a little like building a house without a blueprint. At Aspen Wealth Management, we do not recommend an investment strategy until we have a thorough understanding of your goals, timeline, and risk tolerance. Our approach is disciplined and research-driven, focused on building well-diversified portfolios designed to support you over the long term. We do not collect commissions or sell products. As a fee-only fiduciary firm, we are committed to helping clients pursue the outcomes that matter most to them. If you have questions about whether your current investment strategy is aligned with where you want to go, we would welcome the conversation. https://www.aspenwealthmgmt.com/investment-management

06/16/2026

People are living longer than ever. In fact, research indicates that many of us will live 30 years or more in retirement. Senior Wealth Advisor Helen Stephens discusses how to anticipate and plan with confidence for a longer retirement.

Learn how to protect yourself from the risk of outliving your money through sustainable income, insurance, and contingency planning.

06/15/2026

There are many ways to measure what $670 million in AUM represents. For Helen Stephens, the number that means the most is the people standing next to her. In her recent appearance on the Financial Advisor Success podcast with Michael Kitces, she was asked what surprised her most about building this firm. Her answer had nothing to do with growth targets or marketing wins. It was about the talented individuals who found her, chose to build something alongside her, and who she now trusts to carry the firm forward long after she steps back.

Hear the full conversation: https://www.kitces.com/blog/helen-stephens-aspen-wealth-management-seo-strategy-search-engine-optimization-aeo-google-prospects-marketing/

06/11/2026

Most of us make certain money choices without really considering our motivation. Financial Planner Candace Scholz explores the psychology of spending to provide tips on making more purposeful, mindful financial decisions.

Learn how the psychology of spending influences your habits and investment choices; explore strategies to make more confident financial decisions.

06/10/2026

Meet Jim Davis, CFP®, Senior Wealth Advisor and CMO at Aspen Wealth Management.

With 11 years of experience spanning a national brokerage firm, a multi-family office, and a fee-based RIA, Jim brings a depth of perspective to his work in tax-efficient retirement income and estate planning. He is driven by helping clients understand their relationship with money and how to use their time, wealth, and talents to create meaningful experiences for themselves and their families.

Jim also gives back through his work with Junior Achievement and the Northwest ISD Education Foundation. We are grateful to have him on our team.

Jim Davis, is a CERTIFIED FINANCIAL PLANNER® and Senior Wealth Advisor at Aspen Wealth Management here in Fort Worth, TX.

06/09/2026

Financial legacy planning for next-generation wealth requires careful planning and attention to educating those who will be the future leaders and stewards. Senior Wealth Advisor Jim Davis offers guidance on ensuring the financial literacy for your children.

How to teach financial literacy and instill responsibility in the next generation to prepare children for wealth inheritance and ensure a financial legacy.

06/08/2026

Should you downsize, relocate, or stay right where you are in retirement? It’s one of the biggest financial and personal decisions you’ll face.

From unlocking home equity to understanding the full tax picture of a potential new state, our latest episode of Purposeful Planning walks through what to consider before making a move. Listen and explore more here: https://www.aspenwealthmgmt.com/resource-center/retirement/downsizing-or-relocating-retirement

06/03/2026

If you’re a corporate executive, your compensation package is doing a lot more than just paying your salary.

Stock options, RSUs, deferred comp, and equity can create real wealth—but only if you manage them intentionally. In our latest episode of Purposeful Planning, we break down the moving pieces and how to bring it all together.

Listen and read more here: https://www.aspenwealthmgmt.com/resource-center/investment/executive-compensation-planning-maximizing-your-equity-benefits