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] 

Things are changing very quickly in the stock market.

So what can you do to enhance your portfolio’s performance in such an unpredictable time?

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recent news about housing market interest rates, the consumer price index, and the longer than average downturned stock market.

Matthew, Brent, and Joshua discuss:

• Updates about the consumer price index and what it means for you

Resources:

• Retirement Plan Playbook: The Top Five Issues To Consider During A Financial Market Correction (Ep.75)

Connect with RPA Wealth Management: 

• [email protected] 

How can you prepare yourself and your family for a financial market correction?

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the top five issues to consider during a financial market correction. They will also share some strategies to help you out when it happens.

Matthew, Brent, and Joshua discuss:

• The take on the new law that has been signed in California that could increase wages for fast food workers to $22 an hour starting in 2023

Resources:

• Retirement Plan Playbook: Helping Aging Parents With Finances (Ep.74)

Connect with RPA Wealth Management: 

• [email protected]