Ashton & Associates

06/03/2026

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.

🎧 Listen to Your Family and Your Retirement on your favorite podcast platform!

06/01/2026

As retirement gets closer, the focus starts to shift from how much you’ve saved to how that money will support you over time. Income planning plays an important role in that transition.

📞 Have questions? Give us a call at (435) 688-9500 or visit ashtonwealth.com to learn more.

05/29/2026

Retirement planning can feel complicated—but it doesn’t have to be. This recent AP News article highlights key personal finance considerations many people face as they look toward retirement.
👉 Read more here:

For investors hurtling toward retirement, sitting tight with stocks has been the path of least resistance in recent years.

05/28/2026

Our full interview with Donald Trump Jr. is here! He opens up about life under constant pressure, family loyalty, and why stepping off the sidelines isn’t an option.

Watch the full interview on our YouTube channel 👉 https://www.youtube.com/watch?v=O6_WiFiO5HM

05/25/2026

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

05/24/2026

Meet The Team! 👋

A graduate of Brigham Young University, Kim has been integral in creating the systems and procedures that Ashton & Associates clients have come to count on. She oversees back-office functions and works closely with Mandy to make sure our clients’ needs are taken care of. She enjoys working with her husband, Abe, and her greatest accomplishment is their beautiful family of six children.

Visit ashtonwealth.com to meet the rest of the team!

05/23/2026

I sit down with Dave Coker, CEO of Fisher House Foundation to talk about how keeping families together plays a critical role in the healing process for injured service members. He explains why Fisher House focuses on being the best steward of resources while providing stability, community, and hope during life’s hardest moments.

Watch the full interview on YouTube 👉 https://youtu.be/kX2aUAR3Y2U

05/22/2026

Thinking about Social Security?

Be careful with online calculators — they don’t tell the whole story. This clip breaks down what they miss and why context matters.

05/21/2026

What if retirement isn’t delayed—but arrives before you’re ready to handle the transition? In this episode, Abe 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.

🎧 Listen to Your Family And Your Retirement on your favorite podcast platform!

05/18/2026

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?

For many, retirement can span 20–30 years — sometimes longer. That means it’s not just about reaching retirement, but planning for the decades that come after. Thinking ahead about longevity, income needs, and flexibility can help set more realistic expectations for what retirement looks like long‑term.