Retirement Plan Playbook

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 interest of this bill and different planning strategies you need to know before you retire.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 debt and what a financial plan actually is.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

On today's show we answer email questions that have been submitted to us from our listeners.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 show focuses on taking this idea and applying it to your financial plan.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 able to put together a retirement plan on your own? There are many steps and factors that need to be considered if you choose to go this route and we will explain all of them on today's show.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 know how much your business is worth? Today's show focuses on why you may want to consider having a business valuation completed in order to have a plan set in place for some tricky situations.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-7977

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 change, many people are starting to wonder if they should move to a different state to enjoy their retirement in. Today's episode looks at the pros and cons to this situation and offers some suggestions that may be beneficial to you.

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Burgers Never Say Die

Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today we will be discussing 5 important key points that can help you become a successful investor. Tune in to see if you are on the right path for success.

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 week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out.