Matthew Theal, Brent Pasqua, Joshua Winterswyk
Thursday 16 June 2022 : Unless you have been living under a rock for the past few months, you have noticed the intense effects of inflation. In this episode, Brent...
Thursday 02 June 2022 : If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of...
Thursday 19 May 2022 : No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different. What are your...
Thursday 12 May 2022 : No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for...
Thursday 24 February 2022 : The conflict between Russia and Ukraine has invoked fear in investors because some believe that this event will cause a crash in the...
Thursday 10 February 2022 : Inflation has been a hot topic since last year and rates are still rising. It's important that you find a way to hedge against this risk, so...
Thursday 27 January 2022 : With 2021 in the rearview mirror, Brent, Matthew, and Joshua look ahead to what the rest of 2022 may have in store for us. Important...
Tuesday 21 December 2021 : Brent, Matthew, and Joshua say goodbye to 2021 on this episode by highlighting their favorite moments of the year, what shocked them the...
Tuesday 23 November 2021 : One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you...
Thursday 11 November 2021 : We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential...
Thursday 28 October 2021 : We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Brent,...
Wednesday 13 October 2021 : Quarter three just wrapped up and the numbers are in. Brent, Matthew, and Joshua discuss reasons for the slight pullback and some newsworthy...
Thursday 09 September 2021 : We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But...
Thursday 12 August 2021 : Your lifestyle and financial situation can be drastically impacted by what state you reside in during retirement. Brent, Matthew, and Joshua...
Thursday 29 July 2021 : On today's show, Brent, Matthew and Joshua will review highlights from the second quarter, some factors that might affect the market down...
Thursday 15 July 2021 : One of the most important factors in a financial plan is the amount of risk you have in your portfolio. This factor varies from person to...
Thursday 10 June 2021 : If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of...
Thursday 27 May 2021 : The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to...
Thursday 13 May 2021 : Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent,...
Thursday 22 April 2021 : Building personal wealth can take a long time to do and making smart, financial choices can be difficult to carry out. On top of that, there...
Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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