Aspire 2 Retire
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 Fac…Social links:
The Essential Guide to Retirement Planning
On this episode of Aspire to Retire, the hosts discuss the implications of job changes, particularly in light of Amazon's return-to-office policy. They emphasize the importance of understanding one's financial situation before making emotional decisions about quitting a job. The conversation tran…
14:44Clean
Achieving Peace of Mind in Retirement
On this episode of Aspire to Retire, the guys discuss the parallels between the movie 'Moneyball' and retirement planning, emphasizing the importance of data-driven decision-making over emotional responses. They explore how emotions can negatively impact investment choices, particularly as individu…
15:04Clean
Navigating Market Volatility: A Financial Perspective
On this episode of Aspire to Retire, the guys discuss the current financial landscape, focusing on the recent interest rate cuts by the Federal Reserve and their implications for clients' retirement plans. They emphasize the importance of personalized financial strategies, the limitations of the tr…
14:22Clean
The Dangers of Financial Advice On Social Media
On this episode, the guys discuss the dangers of relying on financial advice from social media platforms like TikTok, highlighting the importance of vetting the qualifications and track record of those giving financial advice and caution against following advice blindly. Learn more about us onli…
14:50
Navigating Retirement : The Transition Phase
On this episode of Aspire to Retire, Ralph, Tim and Scott discuss the transition into retirement and the importance of enjoying the fruits of one's labor. The conversation also covers the risks associated with unexpected life events, the necessity of emergency funds, and the implications of taxes a…
16:14
Retirement Accounts vs Retirement Plans
At some point, you need to turn the former into the latter. But how, and when? Ralph, Tim and Scott discuss the best way to go about handling 401(k)s once you leave that job/the workforce behind (spoiler: it depends on a lot of factors). Learn more about us online and check out our blog here. Yo…
14:05
What To Do Before (And After) Interest Rates Drop
With the Fed expected to lower interest rates in September, many are wondering if this will be the best (and possibly last) time to take advantage of the rates being offered on fixed commodities like CDs and annuities. The guys offer their insight on what should be done both before and after these…
15:01
How To Prepare For a Recession
After "retirement," it's the other "R" word, and something that we'll probably all encounter over the course of our retirements. But there are steps that can be taken to reduce the effect that a recession (whenever it happens) will have on our retirement. The guys discuss on this episode of Aspir…
15:15
Beyond Retirement - The Importance of Estate Planning
Very few people enjoy talking about the beyond portion of retirement- that is, what our legacy (financial or otherwise) will look like once we're no longer here. But as they say: an ounce of prevention is worth a pound of cure and, with proper planning, you can avoid having your estate be spent th…
12:04
How Important Are Multiple Income Streams?
And as importantly, how do you go about creating multiple streams in retirement? Ralph, Tim and Scott discuss different methods 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/…
11:54