Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
Retirement Plan Playbook
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 28 April 2022 : Whether you are talking about inflated prices of grocery lists or the struggling stock market, the conversation of an approaching recession...
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...
Thursday 09 December 2021 : The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make....
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 23 September 2021 : Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. Brent,...
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 24 June 2021 : It's the 50th episode of the podcast! In honor of this milestone, Brent, Matthew, and Joshua reflect on some of the financial knowledge and...
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...
Thursday 08 April 2021 : Many people are preparing their taxes right now, so we thought this would be a great opportunity to talk about some tax saving strategies...
Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
Analyzing The Current State Of The Stock Market (Ep.69)
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...
Our Onboarding Process at RPA Wealth Management (Ep.68)
If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of...
What To Expect When Working with RPA Wealth Management (Ep.67)
No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different. What are your...
Creating Client Confidence and Connection (Ep.66)
No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for...
The Looming Recession’s Impact on Retirees (Ep.65)
Whether you are talking about inflated prices of grocery lists or the struggling stock market, the conversation of an approaching recession...
Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
The conflict between Russia and Ukraine has invoked fear in investors because some believe that this event will cause a crash in the...
Ep 63: Protect Your Retirement From Inflation
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...
Ep 62: 2022 Preview
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...
Ep 61: 2021 Wrap Up
Brent, Matthew, and Joshua say goodbye to 2021 on this episode by highlighting their favorite moments of the year, what shocked them the...
Ep 60: Year End Financial Planning Strategies
The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make....
Ep 59: Creating A Balance Sheet
One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you...
Ep 58: Amber Storms Interview
We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential...
Ep 57: Cash Management For Inflation
We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Brent,...
Ep 56: Q3- Review
Quarter three just wrapped up and the numbers are in. Brent, Matthew, and Joshua discuss reasons for the slight pullback and some newsworthy...
Ep 55: Biden‘s Tax Proposal
Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. Brent,...
Ep 54: Review Your Investments
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...
Ep 53: State Tax Strategies
Your lifestyle and financial situation can be drastically impacted by what state you reside in during retirement. Brent, Matthew, and Joshua...
Ep 52: Second Quarter Review
On today's show, Brent, Matthew and Joshua will review highlights from the second quarter, some factors that might affect the market down...
Ep 51: Understanding Your Risk Tolerance
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...
Ep 50: Financial Lessons Learned
It's the 50th episode of the podcast! In honor of this milestone, Brent, Matthew, and Joshua reflect on some of the financial knowledge and...
Ep 49: How To Invest $1,000,000
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...
Ep 48: Inflation and Your Retirement Plan
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to...
Ep 47: How to Know When to Hire a Financial Advisor
Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent,...
Ep 46: Personal Wealth Destroyers
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...
Ep 45: Strategies to Reduce Your Taxes
Many people are preparing their taxes right now, so we thought this would be a great opportunity to talk about some tax saving strategies...
