Retirement Plan Playbook

Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders! 

In this gripping podcast episode, financial experts Matthew Theal, Brent Pasqua, and Joshua Winterswyk dive deep into the world of bond ladders, revealing everything you need to know to make an informed decision for your retirement plan. 

In this episode:

• Discover the power of bond ladders in safeguarding your finances

Resources:

• Retirement Plan Playbook: Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. #85)

Connect with RPA Wealth Management: 

• [email protected] 

Tax season is just around the corner, and it can be stressful for many. 

As tax season rapidly approaches, the mere thought of it may trigger anxiety for many.

But fear not, because, in this highly informative episode, you'll hear from tax expert Amber M. Storms, EA, alongside financial advisors Matthew Theal, Brent Pasqua, and Joshua Winterswy. They’ll equip you with the essential knowledge and valuable strategies to successfully maneuver through this tax season. Get ready to learn about crucial dates and deadlines, potential pitfalls to avoid, and savvy deductions that can significantly lower your tax bill. Don't miss out on this empowering episode to take control of your taxes and feel confident about your financial future. 

In this episode: 

• Discover the latest due dates for filing your tax return and stay ahead of the game

Resources:

• Collaborative Tax Partners 

Connect with Amber:

• LinkedIn: Amber Moore EA
  

Connect with RPA Wealth Management: 

• [email protected] 

About Amber: Amber M. Storms, EA, has been providing tax preparation, advocacy, and planning for 11 years. As an Enrolled Agent, she has the highest credential awarded by the IRS, can practice in any state, and can represent any taxpayer before the IRS.

Amber understands that taxes can be overwhelming, and her goal is to help clients navigate the process by breaking down complex subjects into plain language. She sees each taxpayer’s situation as unique and is intent on finding a personalized solution for each client.

Amber is a member of the California Society of Enrolled Agents, Inland Empire Chapter. She has volunteered for the VA Loma Linda and California Emergency Nurses Association.

Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days.

And now, we want to help you plan your dream getaway.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a luxury travel agent at SmartFlyer about her insights on how to make the most of your golden years by planning the ultimate vacation. She also shares some traveling tips for enjoying your vacation.

Kaitlan discusses:

• How to discover where you want to take your next vacation

Resources:

• Retirement Plan Playbook: Financial Predictions For 2023 (Ep.83)

Connect With RPA Wealth Management: 

• [email protected] 

Connect With Kaitlan Whitteberry:

• +1 (972) 977-5059

About Our Guest: 

Kaitlan Whitteberry, founder of WHIT TRAVEL Co., has been exploring the globe since she was a young child, and her love for the wondrous corners of this world has only grown stronger with time.

After a summer abroad, and ticking country number 30 off her list, she knew she wanted to share her knowledge with others as passionate about the world as she is.

She is dedicated to creating bespoke travel experiences for each of her clients, and focuses on crafting trips which highlight the features that make each destination sing.

The team at WHIT TRAVEL believes that the world is meant to be explored, and we want to help you get there. Whether there is surfing on a sunny beach in Bali or strolling through a souk market in Morocco. We live for the love of travel.

A new year, and a new financial outlook!

Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.

Matthew, Brent, and Joshua discuss:

• The recently passed Secure Act 2.0 is and how it can affect your retirement plans

Resources:

• Retirement Plan Playbook: A Recap of 2022 (Ep.82)

Connect with RPA Wealth Management: 

• [email protected] 

2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts.

In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this information to help you better understand what you can expect in the new year.

Matthew, Brent, and Joshua discuss:

• Stats about this year’s Black Friday sales and what it can tell you about the economy

Resources:

• Retirement Plan Playbook: Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)

Connect With RPA Wealth Management: 

• [email protected] 

You’ve found it. Everything you need to know about real estate investing, all in one place.

In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a delaware statutory trust is, and so much more!

Jay discusses:

• What a 1031 exchange is in the real estate industry and how they work

Resources:

• Retirement Plan Playbook: 7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

Connect With RPA Wealth Management: 

• [email protected] 

Connect With Jay Frank:

• LinkedIn: Jay Frank

About Our Guest: 

Jay Frank is the president of Cantor Fitzgerald Asset Management and Chief Operating Officer of Cantor Fitzgerald Investment Management. Jay has spent the last 16 years focused on the real estate assets and alternative investment industries.

He works closely with financial advisors on the implementation of sophisticated real estate solutions, including 1031 exchanges and tax deferred exchanges. 

With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.

Matthew, Brent, and Joshua discuss:

• Why is current spending contributing to an increase in household debt

Connect With RPA Wealth Management: 

• [email protected] 

There is a lot going on in the stock market and investing industry right now.

That’s why we are your go-to resource when it comes to the hot take headlines in the investing world.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some of the most relevant headlines you should know as you head into the holiday season and as you monitor your portfolio.

Matthew, Brent, and Joshua discuss:

• The unusual coincidence of how the Philadelphia Phillies baseball team seems to affect the stock market

Connect with RPA Wealth Management: 

• [email protected] 

Unfortunately, the chances of you needing medical attention increase as the years progress.

So what can you do to prepare for this?

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Laurie Boatman, a licensed, trained and certified independent insurance agent to discuss the topic of Medicare. She will help you better understand the Medicare enrollment process whether you are approaching the retirement age or preparing for medical expenses that may come up.

Laurie discusses:

• Defines what Medicare is and why it was introduced

Resources:

• Retirement Plan Playbook: The Third Quarter Review of 2022 (Ep.77)

Connect with RPA Wealth Management: 

• [email protected] 

Connect with Laurie Boatman:

• 949-735-4486

About Our Guest: 

As a licensed, trained, and certified agent with major insurance companies, Laurie helps make the transition to Medicare easy to navigate and understand!

Laurie provides the knowledge so you can make the best choice for you and your situation. Trying to decide between Medicare only, a Medicare Advantage plan, or a Medicare/Medigap Supplemental plan. What about Prescription Drug plans?

What starts out as stressful, and confusing, becomes clear and simple! Laurie is here to help answer your questions and walk you through the process. It is of great value to seek help from an agent who specializes in Medicare that will guide you, whether you are just turning 65 or after. 

As we’ve said before, everyone is feeling the effects of inflation.

But who is inflation affecting the most?

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some key updates about recent increases in Social Security and Medicare and some statistics about how the stock market did in the second quarter of 2022.

Matthew, Brent, and Joshua discuss:

• How inflation is affecting people similar to their client demographic

Resources:

• Retirement Plan Playbook: Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)

Connect with RPA Wealth Management: 

• [email protected]