Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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...
Thursday 25 March 2021 : One point that we reiterate on the podcast is the importance of being an informed investor and not a daytrader. One way to eliminate some of...
Thursday 11 March 2021 : If you tune into any financial news, you have probably heard about cryptocurrencies, the most popular one being Bitcoin. Many people are...
Thursday 25 February 2021 : If we take a look at the financial landscape right now, we see a thriving real estate market, a low interest rate environment, and a stock...
Thursday 11 February 2021 : You probably heard all about Gamestop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of...
Thursday 28 January 2021 : For many business owners, their business is the largest asset that they own and it's common that they sell their company to fund retirement....
Thursday 14 January 2021 : As we kick off 2021, Brent, Matthew, and Joshua take a look back on the previous year and discuss some key investment lessons that 2020...
Wednesday 25 November 2020 : Planning for retirement can feel like a daunting task to complete. The financial landscape is constantly changing and learning how to...
Thursday 12 November 2020 : On Saturday it was announced that Joe Biden won the election and will be the 46th president of the United States. Brent, Matthew, and Joshua...
Thursday 29 October 2020 : The presidential election is right around the corner and many clients have wondered if this event will have a significant impact on their...
Thursday 08 October 2020 : When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as...
Thursday 24 September 2020 : Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your...
Thursday 03 September 2020 : The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many...
Thursday 27 August 2020 : This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one...
Thursday 20 August 2020 : Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on...
Thursday 30 July 2020 : Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's...
Thursday 02 July 2020 : It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call...
Thursday 18 June 2020 : There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to...
Thursday 04 June 2020 : Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew,...
Thursday 21 May 2020 : Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books...
Thursday 07 May 2020 : When the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be...
Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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...
Ep 44: Are Index Funds A Good Investment?
One point that we reiterate on the podcast is the importance of being an informed investor and not a daytrader. One way to eliminate some of...
Ep 43: What Is A Bitcoin?
If you tune into any financial news, you have probably heard about cryptocurrencies, the most popular one being Bitcoin. Many people are...
Ep 42: Retiring In A Strong Economy
If we take a look at the financial landscape right now, we see a thriving real estate market, a low interest rate environment, and a stock...
Ep 41: Gamestop, Reddit, And Your Retirement
You probably heard all about Gamestop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of...
Ep 40: 5 Reasons To Get A Business Valuation
For many business owners, their business is the largest asset that they own and it's common that they sell their company to fund retirement....
Ep 39: Investment Lessons From 2020
As we kick off 2021, Brent, Matthew, and Joshua take a look back on the previous year and discuss some key investment lessons that 2020...
Ep 38: Retirement In 2021
Planning for retirement can feel like a daunting task to complete. The financial landscape is constantly changing and learning how to...
Ep 37: Election Wrap Up
On Saturday it was announced that Joe Biden won the election and will be the 46th president of the United States. Brent, Matthew, and Joshua...
Ep 36: Election FAQs
The presidential election is right around the corner and many clients have wondered if this event will have a significant impact on their...
Ep 35: The Different Types Of Financial Advisors
When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as...
Ep 34: Creating Your Estate Plan
Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your...
Ep 33: The Post Pandemic Housing Market
The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many...
Ep 32: Will The Stock Market Crash Before The Election?
This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one...
Ep 31: Retirement Trends Over The Next 10 Years
Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on...
Ep 30: 8 Ways To Sell Your Business
Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's...
Ep 29: Is It Time For A New Financial Advisor?
It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call...
Ep 28: Exit Planning
There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to...
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew,...
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books...
Ep 25: Recession Strategies For Your Retirement Account
When the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be...
