Money Mastery with Aspire

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.

During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

This episode provides a clear and concise guide to understanding the key differences between fixed and variable annuities. We'll explore the pros and cons of each, helping you determine which type best aligns with your financial goals and risk tolerance. From guaranteed returns to market-based growth, this is your go-to resource for making an informed decision about these popular retirement products.

This episode explores the crucial role of tax planning in building long-term wealth. We'll uncover strategies for optimizing your investment portfolio, from utilizing tax-advantaged accounts to mastering techniques like tax-loss harvesting. Learn how to make smart financial decisions that minimize your tax burden and ultimately help you keep more of your hard-earned money.

In this episode we delve into the crucial topic of legacy planning, going beyond the simple will to explore comprehensive strategies for securing your family's future. Join us as we discuss trusts, charitable giving, and how to effectively pass on not just your assets, but also your values and wisdom to the next generation.