Retirement Plan Playbook

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] 

How do we talk to our parents about their finances? 

Asking questions related to money can be difficult even if it's your own family, but it shouldn't be. At a certain point, we are most likely going to be in charge of our parents' money and making financial decisions for them. So, what do you think is the ideal age to start this conversation with your parents?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk explain the several things we should know about our parents' finances to help them in the future.

Matthew, Brent, and Joshua discuss:

• The meaning of a sandwich generation

Resources:

• Retirement Plan Playbook: Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)

Connect with Client: 

• [email protected] 

In recent years, the real estate market has been on fire, but now it seems to be cooling down.

Do you know why this is happening?

In this episode, founder and real estate agent of Coldwell Banker Blackstone Realty, Kelli Vanevenhoven, discusses the current state of the real estate market and what it means for you and your current financial situation.

Kelli discusses:

• Her educated opinion on where she thinks the real estate market is headed in the next few months

Resources:

• Retirement Plan Playbook: What It Means To Be A Fiduciary (Ep.72)

Connect with Client: 

• [email protected] 

Connect with Kelli Vanevenhoven:

• LinkedIn: Kelli Vanevenhoven

About our Guest: 

Kelli Vanevenhoven is the founder and real estate agent of Coldwell Banker Blackstone Realty who is extremely versed in the real estate market. Kelli is passionate about helping people reach their goals. Kelly has been serving in the Southern California marketplace for over two decades and has closed over 300 million in real estate transactions.

Kelli specializes in luxury homes, REO sales, relocation, first-time home buyers, and the training of new real estate professionals.

The word “fiduciary” gets tossed around a lot in the financial advising industry.

So what does it actually mean and what difference do they make in your financial planning process?

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors and what value a fiduciary fee only financial advisor can add to your financial planning process.

Matthew, Brent, and Joshua discuss: 

• What a fiduciary is and how they can help you in your financial journey

Resources:

• Retirement Plan Playbook: How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)

Connect With RPA Wealth Management: 

• [email protected] 

2022 has been far from a regular year, as have the past three years.

The war in Ukraine, the after effects of Covid-19 on the economy, and talks of a recession all makes 2022 a very unusual year. 

But how have these events affected you and your finances?

In this episode, Brent, Matthew, and Joshua discuss some of the most talked about events of 2022 and explain how they have impacted the everyday lives of Americans, just like you.

Brent, Matthew, and Joshua discuss: 

• Elon Musk vs. Twitter: Why he backed down from his ownership and why he is getting sued

Resources:

• Retirement Plan Playbook: Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)

Connect with RPA Wealth Management: 

• [email protected] 

A lot of people are panicking every time they check their portfolio these days. 

There is no need for this, in fact, you should just be riding the wave.

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk share their insight about the cryptocurrency meltdown, the housing market, and interest rates. They also discuss how their predictions about them can influence you in the coming months and years.

Matthew, Joshua, and Brent discuss: 

• The cryptocurrency meltdown––comparing crypto from 2020 to now

Resources:

• Retirement Plan Playbook: Analyzing The Current State Of The Stock Market (Ep.69)

Connect with RPA Wealth Management: 

• [email protected] 

Unless you have been living under a rock for the past few months, you have noticed the intense effects of inflation.

In this episode, Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the state of the stock market as of June 2022 and highlight what a downturned market has meant for investors throughout history.

Brent, Matt, and Joshua discuss: 

• Their thoughts on the new LIV golf tournament (rival to the PGA tour)

Resources:

• Retirement Plan Playbook: Our Onboarding Process at RPA Wealth Management (Ep.68)

Connect With RPA Wealth Management: 

• [email protected] 

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.

Matthew, Brent, and Joshua, discuss:

• How they apply a seven step financial planning process

Resources:

• Retirement Plan Playbook: What To Expect When Working with RPA Wealth Management (Ep.67)

Connect With RPA Wealth Management:

• [email protected] 

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs. 

Matthew, Brent, and Joshua discuss: 

• An overview of services their company has to offer you

Connect With RPA Wealth Management:

• [email protected]