Aspasia Wealth Management

Aspasia Wealth Management We provide comprehensive and holistic wealth management solutions and financial planning for our clients nationwide.

Our mission is to build lasting relationships with our clients to help them accomplish all of their personal and financial goals.

Most people are introduced to managing money through a flood of account names. 401(k). IRA. 403(b). 457. Roth. Tradition...
05/21/2026

Most people are introduced to managing money through a flood of account names. 401(k). IRA. 403(b). 457. Roth. Traditional. SEP. Beneficiary IRA.

It can feel like a lot to keep track of, and there's real nuance between them — enough that a financial professional can spend years getting fluent in the distinctions.

But for the practical decisions most people are making, those accounts sort into just two categories: retirement and non-retirement. The material difference between them comes down to how they're taxed.

That's the structure worth understanding first. The specific account names matter — but they matter more once you can see what they have in common.

Curtis breaks down the tools-and-toolboxes framework in Part 3 of the Financial Tools series. Link in comments 👇

Quick one for you:When you hear the word "investing" — what's the first thing that comes to mind?Stocks? Real estate? Yo...
05/15/2026

Quick one for you:
When you hear the word "investing" — what's the first thing that comes to mind?

Stocks? Real estate? Your 401(k)? Something else entirely?

Curious what shows up first.

"Diversification" sounds like a finance word.All it really means is: don't put everything in one place.A mutual fund or ...
05/13/2026

"Diversification" sounds like a finance word.
All it really means is: don't put everything in one place.

A mutual fund or ETF pools hundreds of different stocks, bonds, and cash-like investments together. If one company in there has a bad year, you're not wiped out. You own ninety-nine others.

That's it. That's the whole concept.

In Curtis's new video, he breaks down all three financial "tools" — cash, bonds, and stocks — and how mutual funds and ETFs package them up for the rest of us.

👉 [https://youtu.be/hiHwBxLZmL0]

A lot of financial goals start as ideas. “Retire at 65.” “Travel more.”Nothing wrong with those—but they’re incomplete. ...
04/24/2026

A lot of financial goals start as ideas.

“Retire at 65.”
“Travel more.”

Nothing wrong with those—but they’re incomplete. Because a real financial goal needs structure. It needs a how much and a when. Without that, it’s almost impossible to build a plan that actually connects to your life.

So instead, the work becomes about getting specific:

- What does retirement actually look like?
- When does work stop being something you have to do?
- What does “travel” mean?
- Once a year? Twice? Where? How?

Because the moment you answer those questions, something shifts. It stops being abstract. It becomes something you can see. Something you can build toward.

And more importantly—something you can make decisions around with clarity.



“Retire at 65.”“Travel more.”Both good ideas.But they’re not goals...yet.A real financial goal needs two things:👉 how mu...
04/22/2026

“Retire at 65.”
“Travel more.”

Both good ideas.

But they’re not goals...yet.

A real financial goal needs two things:
👉 how much
👉 when

Without that, it’s almost impossible to build a plan that actually works.

This is the part most people skip—
and it’s why they end up doing a lot of the “right” things…
without making real progress.

This is exactly what we're working through in this week’s video⬇️

Most people say their financial goals are:Save more.Invest more.But those aren’t goals.They’re actions.A goal is the out...
04/17/2026

Most people say their financial goals are:

Save more.
Invest more.

But those aren’t goals.
They’re actions.

A goal is the outcome.
The action is just how you get there.

If you don’t know the outcome,
you can do everything “right”
and still end up somewhere you don’t want.

That disconnect is more common than people think.

Most people were taught that debt is bad.That advice is costing them.The clients who build wealth fastest aren't the one...
03/27/2026

Most people were taught that debt is bad.

That advice is costing them.

The clients who build wealth fastest aren't the ones who avoid debt — they're the ones who know how to evaluate it. There's a difference between debt that works for you and debt that works against you. Most people were never taught how to tell them apart.

Curtis put together a short video this week walking through the four-question framework for evaluating any debt objectively. Six minutes. The examples might change how you're looking at something you're already carrying.
Link in the comments. ⬇️

Ever been told to "pay yourself first"?It's one of those pieces of advice that sounds really wise—until you actually try...
03/19/2026

Ever been told to "pay yourself first"?

It's one of those pieces of advice that sounds really wise—until you actually try to apply it.

Savings into what? A 401k? A high-yield account? And for what?

Here's what Curtis sees: people who've been diligently "paying themselves first" for years—doing exactly what they're supposed to do—and they still feel uncertain.

There's a reason for that.

In this week's video, he breaks down what the advice actually means and what most people get wrong about it.

It feels like we're constantly told: just max your 401k, buy a house, save more—and all your wishes will come true.But t...
03/10/2026

It feels like we're constantly told: just max your 401k, buy a house, save more—and all your wishes will come true.

But those tools were designed in the 1950s and 70s for a world that doesn't exist anymore.

If all your money is locked up until you're 59½, you can't start a business at 45. You can't take a sabbatical at 50. You can't adapt when life changes.

Curtis's new video breaks down why the old rules create wealth without flexibility—and what to do instead.

Making more money than you ever have?Still feel behind?You're not alone. And it's not because you're doing something wro...
03/04/2026

Making more money than you ever have?

Still feel behind?

You're not alone. And it's not because you're doing something wrong.

More income doesn't automatically fix the overwhelm. It just adds more to manage without a system.

The shift happens when you can see what you're actually working with—what comes in, what goes out, and what you control.

That's where calm comes from. Not from earning more.

Curtis explains it in under two minutes (link in comments).

When will you actually have enough?It's a question most people answer with a feeling: "I'll know when I get there."But t...
03/03/2026

When will you actually have enough?

It's a question most people answer with a feeling: "I'll know when I get there."

But that's why the goalpost keeps moving.

Enough isn't something you feel your way to.
It's a sequence: Stabilize → Sync → Shift

Swipe through to see what each step looks like ➡️

Want to know your starting number? Calculate your Big 3 baseline here: aspasiawealth.com/discover-your-big-3

Address

6830 Southwest Atlanta Street Suite 102
Tigard, OR
97223

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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