19 episodes

Aspire 2 Retire is powered by Welcome Home Financial Partners. We work alongside our clients to achieve confidence in your financial future, providing a hands-on approach to income analysis and assessment. Join us as we cover the topics we know you care about most when it comes to securing your financial future.

Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.

Aspire 2 Retire Welcome Home Financial Partners

    • Business
    • 5.0 • 2 Ratings

Aspire 2 Retire is powered by Welcome Home Financial Partners. We work alongside our clients to achieve confidence in your financial future, providing a hands-on approach to income analysis and assessment. Join us as we cover the topics we know you care about most when it comes to securing your financial future.

Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.

    Tax Planning is a Year Long Process

    Tax Planning is a Year Long Process

    It isn't just about what you owe/get back on April 15th.  There are things you can and should be doing throughout the year to minimize what you owe Uncle Sam... Not just for the next year, but all the years to come (especially in retirement).  The guys tell you what you need to know on this episode of Aspire 2 Retire.

    Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.
    See omnystudio.com/listener for privacy information.

    • 18 min
    Are You Going To Work Forever?

    Are You Going To Work Forever?

    Whether out of choice or necessity, the notion that you're going to work forever is a dangerous one.  Especially when you consider that that decision is often taken out of our hands.  Ralph, Tim and Scott discuss how to prepare for that retirement (even if you don't think it's attainable) on this episode.

    Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.
    See omnystudio.com/listener for privacy information.

    • 19 min
    Is the Stigma Around Annuities Warranted?

    Is the Stigma Around Annuities Warranted?

    Or is it outdated? 

    Short answer: yes

    Long (but not too long answer): the guys discuss it on this episode of Aspire 2 Retire

    Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.
    See omnystudio.com/listener for privacy information.

    • 19 min
    How Much Should You Withdraw Monthly In Retirement?

    How Much Should You Withdraw Monthly In Retirement?

    Two media personalities recently weighed in on how much you can safely withdraw from your retirement accounts each month.  How accurate are they, and how much credit should you give to advice like this?  Ralph, Tim and Scott break it down on this episode of Aspire 2 Retire.

    Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.
    See omnystudio.com/listener for privacy information.

    • 11 min
    How Will the Election Impact the Markets?

    How Will the Election Impact the Markets?

    Will the upcoming election create uncertainty in the markets, or will the fact that it's incumbent versus former incumbent calm the nervous investor?  The guys offer their insight on this episode of Aspire 2 Retire.

    Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.
    See omnystudio.com/listener for privacy information.

    • 11 min
    401(k) vs IRA: Which One is Better?

    401(k) vs IRA: Which One is Better?

    As the number of 401(k) millionaires is on the rise again, the question remains: is that the best place for an investor to put their money?  The guys way in on this episode of Aspire 2 Retire.

    Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.
    See omnystudio.com/listener for privacy information.

    • 18 min

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