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Aspire 2 Retire - Podcast

Aspire 2 Retire

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.

How To Business Education Investing
Update frequency
every 7 days
Average duration
20 minutes
Episodes
84
Years Active
2024 - 2025
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How To Avoid the Retirement Slump

How To Avoid the Retirement Slump

AKA, the end of the retirement honeymoon phase.  Ralph, Tim and Scott discuss this, as well as how to know when it's right to get back into the market, on this episode of Aspire 2 Retire.

Learn more …

00:15:14  |   Fri 14 Jun 2024
How Much Cash Is Too Much?

How Much Cash Is Too Much?

It's not a trick question- there's such a thing as having too much money accessible in cash reserves.  Ralph, Tim and Scott discuss why, and how much that might be on this episode of Aspire 2 Retire.

00:12:10  |   Fri 07 Jun 2024
What Is Retirement Confidence?

What Is Retirement Confidence?

And why do so many people lack it? The guys at Welcome Home Financial Partners discuss how to improve your retirement outlook on this episode of Aspire 2 Retire.

Learn more about us online and check …

00:15:15  |   Fri 31 May 2024
What Should the First Meeting With a Financial Professional Look Like?

What Should the First Meeting With a Financial Professional Look Like?

Understandably that the first meeting with a financial professional can be stressful, given how taboo it is to discuss money with people you barely know.  Ralph, Tim and Scott address these concerns,…

00:14:10  |   Fri 24 May 2024
What Is the Magic Number In Retirement?

What Is the Magic Number In Retirement?

Turns out, it actually exists.  But it's probably not what you think it is.  Ralph, Tim and Scott discuss what number(s) you should be focusing on as you get ready for retirement.

Learn more about us…

00:13:00  |   Fri 17 May 2024
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 th…

00:18:17  |   Fri 10 May 2024
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 …

00:19:28  |   Fri 03 May 2024
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 follo…

00:19:30  |   Fri 26 Apr 2024
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 th…

00:11:23  |   Fri 19 Apr 2024
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 …

00:11:14  |   Fri 12 Apr 2024
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 …

00:18:31  |   Fri 05 Apr 2024
How to plan for nursing home costs and legacy planning at the same time

How to plan for nursing home costs and legacy planning at the same time

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 pe…

00:21:44  |   Fri 29 Mar 2024
When Can You Retire?

When Can You Retire?

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 m…

00:18:44  |   Fri 22 Mar 2024
A Food Fight Over Financial Planning?

A Food Fight Over Financial Planning?

Get ready for a food fight as Ralph, Tim and Scott (especially Scott) share some interesting food takes while also talking about how it all factors into your retirement.  Grab a fork and dig in to th…

00:19:20  |   Fri 15 Mar 2024
What Is a Soft Landing (And Will We See One)?

What Is a Soft Landing (And Will We See One)?

As the Fed continues to do what it can to manage inflation and interest rates to ensure a "soft landing" for the economy, the guys sit down and discuss what that actually means, and how the Fed's suc…

00:16:29  |   Fri 08 Mar 2024
How Much Do You Need To Have Saved For Retirement?

How Much Do You Need To Have Saved For Retirement?

This is obviously a very complex question, but Ralph, Tim and Scott discuss the things to factor in; from risk tolerance, tax strategy and even what state you plan on living in on this episode of Asp…

00:19:29  |   Fri 01 Mar 2024
Do You Believe In Magic (In Your Retirement)?

Do You Believe In Magic (In Your Retirement)?

Magic Johnson, that is.  Ralph, Tim and Scott talk about the importance of achieving what Magic has when it comes to retirement.  No...not a hall of fame NBA career, but diversified streams of income…

00:10:03  |   Fri 09 Feb 2024
Are We Poised For a Huge Market Pullback in 2024?

Are We Poised For a Huge Market Pullback in 2024?

That's what one economist is predicting, and he's probably not alone.  Ralph, Tim and Scott discuss this prediction, offer their own thoughts, and talk about what to do now if we are in  fact poised …

00:20:54  |   Fri 02 Feb 2024
How Hands On Do You Want to Be With Your Retirement Plan?

How Hands On Do You Want to Be With Your Retirement Plan?

Financial vehicles tied to interest rates are looking especially attractive lately. But with rates poised to drop at some point this year, where should people consider putting their savings, and for …

00:15:17  |   Fri 26 Jan 2024
Is the 60-40 Portfolio Back?

Is the 60-40 Portfolio Back?

Following a less than great (to put it mildly) 2022, the 60-40 portfolio mix (previously declared "dead") saw a 10% return in 2023.  So is it time to welcome the 60-40 portfolio back into your retire…

00:09:26  |   Fri 19 Jan 2024
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