Retirement Plan Playbook

Quarter three just wrapped up and the numbers are in. Brent, Matthew, and Joshua discuss reasons for the slight pullback and some newsworthy items to be aware of as we head into the last quarter of the year.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. Brent, Matthew, and Joshua will discuss the key items that are in this proposal and who will be impacted by these possible changes.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for your investments are and how knowing this information can help you make more specific customizations in your plan.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Your lifestyle and financial situation can be drastically impacted by what state you reside in during retirement. Brent, Matthew, and Joshua will compare and contrast the tax laws of California with the laws of states that many people choose to move to after they retire, and will help you financially prepare for moving out-of-state.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

On today's show, Brent, Matthew and Joshua will review highlights from the second quarter, some factors that might affect the market down the road, and how these numbers correlate to the current health of the U.S. economy.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. This factor varies from person to person, so it's vital to get your risk tolerance and capacity customized to your wants and needs and not just thrown into a one-size-fits all plan. Brent., Matthew, and Joshua talk about the considerations they go through when determining someone's risk tolerance and how this may change as you get closer to retirement.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

It's the 50th episode of the podcast! In honor of this milestone, Brent, Matthew, and Joshua reflect on some of the financial knowledge and lessons they have gained along the way.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many options there are. We hope to provide some clarity to this situation on today's show. Brent, Matthew, and Joshua discuss some proactive ways to invest a lump sum of money, and why age is such a big factor in this decision.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it's important that we take a step back and look at what's actually going on. Brent, Matthew, and Joshua will discuss the current inflation environment and if this issue should be a top concern right now.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent, Matthew, and Joshua offer their opinions on this tweet and discuss how an advisor can add value to your situation.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977