Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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...
Thursday 23 April 2020 : There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these...
Thursday 09 April 2020 : Last time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and...
Thursday 09 April 2020 : Today is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals...
Thursday 26 March 2020 : Listen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal...
Thursday 12 March 2020 : Join Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use...
Wednesday 26 February 2020 : Brent, Matthew & Joshua discuss the stock market decline, the risks of the Coronavirus and stocks that are moving up because of the...
Thursday 06 February 2020 : We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant...
Friday 24 January 2020 : Join financial advisors Brent, Matthew and Joshua as they reflect on their personal financial plans. Topics Discussed: starting a business,...
Thursday 09 January 2020 : The new year brings new changes to retirement and tax laws with the passing of the SECURE Act. This week we will discuss the main points of...
Thursday 19 December 2019 : Today we discuss what you wish your parents taught you about personal finances. We go back to some of the basic aspects of finances such as...
Thursday 05 December 2019 : On today's show we answer email questions that have been submitted to us from our listeners.Important...
Thursday 21 November 2019 : As the end of the year is coming to a close, it is important to reflect on what we accomplished and what has room for improvement. Today's...
Thursday 07 November 2019 : DIY projects have become a popular topic with all of the home renovation shows on television, but have you ever wondered how you might be...
Thursday 17 October 2019 : There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim...
Thursday 03 October 2019 : Being a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you...
Thursday 19 September 2019 : There is no doubt that California is one of the most expensive states to live in. Between the cost of living, traffic, and recent tax law...
Thursday 05 September 2019 : Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today...
Thursday 15 August 2019 : One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this...
Thursday 01 August 2019 : As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement...
Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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...
Ep 24: The Long-Term Impact of COVID-19
There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these...
Ep 23: CARES Act Part 2 - Business Owners
Last time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and...
Ep 22: CARES Act Part 1 - Individuals
Today is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals...
Ep 21: Retirement Planning Strategies In A Recession
Listen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal...
Ep 20:What To Do When The Stock Market Declines
Join Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use...
Ep 19: The Impact Of The Coronavirus On The Stock Market
Brent, Matthew & Joshua discuss the stock market decline, the risks of the Coronavirus and stocks that are moving up because of the...
Ep 18: Kobe Bryant & Financial Planning
We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant...
Ep 17: A Decade Of Financial Planning
Join financial advisors Brent, Matthew and Joshua as they reflect on their personal financial plans. Topics Discussed: starting a business,...
Ep 16: How The SECURE Act Will Impact Your Retirement In 2020
The new year brings new changes to retirement and tax laws with the passing of the SECURE Act. This week we will discuss the main points of...
Ep 15: Financial Planning 101
Today we discuss what you wish your parents taught you about personal finances. We go back to some of the basic aspects of finances such as...
Ep 14: The Mailbag Show
On today's show we answer email questions that have been submitted to us from our listeners.Important...
Ep 13: 8 Financial To-Do's Before The End Of The Year
As the end of the year is coming to a close, it is important to reflect on what we accomplished and what has room for improvement. Today's...
Ep 12: DIY Retirement Plan
DIY projects have become a popular topic with all of the home renovation shows on television, but have you ever wondered how you might be...
Ep 11: The Truth About Annuities
There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim...
Ep 10: Why Business Owners Need To Get A Business Valuation
Being a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you...
Ep #9: Should You Move Out Of California When You Retire?
There is no doubt that California is one of the most expensive states to live in. Between the cost of living, traffic, and recent tax law...
Ep #8: 5 Keys To Being A Successful Investor
Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today...
Ep #7: 401(k) Or IRA - Which Is Better?
One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this...
Ep #6: Important Retirement Ages
As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement...
