Episodi

  • Tax Planning is a Year Long Process
    May 10 2024

    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.

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    18 min
  • Are You Going To Work Forever?
    May 3 2024

    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.

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    19 min
  • Is the Stigma Around Annuities Warranted?
    Apr 26 2024

    Or is it outdated?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.

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    20 min
  • How Much Should You Withdraw Monthly In Retirement?
    Apr 19 2024

    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.

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    11 min
  • How Will the Election Impact the Markets?
    Apr 12 2024

    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.

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    11 min
  • 401(k) vs IRA: Which One is Better?
    Apr 5 2024

    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.

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    19 min
  • How to plan for nursing home costs and legacy planning at the same time
    Mar 29 2024

    Not all financial professionals are created equal, and none of them are right for everyone. Ralph, Tim and Scott discuss how the initial meetings with Welcome Home Financial Partners go, and what people should be looking for to make sure they're the right fit. Also: what is a SPIA?

    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.

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    22 min
  • When Can You Retire?
    Mar 22 2024

    It's the question everyone entertains at some point in their career. The guys discuss how to find the answer, and what to do when the answer is "not yet," 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.

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    19 min