Retirement Plan Playbook

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.

Matthew, Brent, and Joshua discuss: 

• How they got started in financial planning and what brought them together

Connect With RPA Wealth Management:

• [email protected] 

Whether you are talking about inflated prices of grocery lists or the struggling stock market, the conversation of an approaching recession is all around us.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk of RPA Wealth Management, discuss common questions and concerns when potentially approaching a recession. Together they break down the nerves of working in an unhealthy economy and entering into your retirement. 

Matthew, Brent, and Joshua discuss:

• The definition of a recession and what it potentially indicates for cost of living and the stocks

Connect With RPA Wealth Management:

• [email protected] 

The conflict between Russia and Ukraine has invoked fear in investors because some believe that this event will cause a crash in the American stock market. Is there truth to this sentiment? Or will the market gloss over this news item in a couple weeks? Brent, Matthew, and Joshua will take a look at how the stock market has performed in previous wartimes and draw some conclusions based on the historical data.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Inflation has been a hot topic since last year and rates are still rising. It's important that you find a way to hedge against this risk, so your retirement does not suffer. Brent, Matthew, and Joshua discuss some different ways you can protect your portfolio from inflation.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

With 2021 in the rearview mirror, Brent, Matthew, and Joshua look ahead to what the rest of 2022 may have in store for us.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Brent, Matthew, and Joshua say goodbye to 2021 on this episode by highlighting their favorite moments of the year, what shocked them the most, and what they are looking forward to in the new year.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make. Brent, Matthew, and Joshua will talk about some end of the year strategies you can implement, so you can kick off 2022 with a solid financial situation.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you through on how to create a balance sheet, the different elements you should include, and how you can utilize this tool to make better financial decisions.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential that is awarded by the IRS. She is passionate about helping her clients navigate through the complex and ever-changing tax landscape. Brent, Matthew, and Joshua discuss common mistakes Amber sees in her practice, collaborative tax planning, and some considerations to keep in mind as we approach the end of the year.

Amber's Links:

Website: https://www.collaborativetaxpartners.com/

Email: [email protected]

Call: 877-634-3377

RPA's Links:

Website: https://rpawealth.com/

Call: 909-296-7977

We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Brent, Matthew, and Joshua talk about some of the factors that have contributed to the rise of inflation and some of their favorite cash management strategies to protect against this risk.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977