Retirement Plan Playbook

Retirement Plan Playbook

By Matthew Theal, Brent Pasqua, Joshua WinterswykBusinessNewsInvestingBusiness News
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Retirement Plan Playbook episodes

  • 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 and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    35 min
  • 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 the best decision. Brent, Matthew, and Josh discuss various strategies you can implement in your plan so you can make the most out of a down market.

    FlavCity Youtube Channel: https://www.youtube.com/channel/UCnq1w-56tAvMdDup-CL6Vtg

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    37 min
  • 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 effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long-term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well.

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    31 min
  • 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 Joshua talk about how small business owners can gain some relief from this new bill.

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    18 min
  • 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 specifically and the potential benefits you can receive.

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    23 min
  • 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 to minimize the downside and actionable tips for retirees.

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    29 min
  • 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, saving for retirement, buying a home and changing a career.

    Important Links:

    Website: https://rpawealth.com/

    Call: 909-296-7977

    30 min

About Retirement Plan Playbook

From the publisher's feed

Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk,…

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