Matthew Theal - Podcast Details

Shows

Retirement Plan Playbook Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners, and investors. Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever. 📊 Here’s what we cover: 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out 👴 A new $12,000 ded...

2025-07-2441 min

Retirement Plan Playbook Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)Despite geopolitical tension, a trade war scare, and inflation noise, the market is holding steady—and the tax landscape just shifted big time. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk unpack the surprising strength in markets, the economic signals investors should pay attention to, and how the newly passed “Big Beautiful Bill” could reshape retirement and tax planning. 🎯 In this episode: 📰 Middle East conflict & World War III fears – What’s priced in and what’s not 💥 Tariffs fade, markets rebound – Why staying invested is paying off again 📉 Inflat...

2025-06-1934 min

Retirement Plan Playbook Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, patience, and AI-powered earnings helped investors come out ahead. 📈 Here’s what we cover: 📰 The 90-day tariff pause that sparked a 12% S&P rally 🧠 Why panic-selling during volatility destroys long-term wealth 🌍 International and emerging market stocks—are they...

2025-05-0835 min

Retirement Plan Playbook Tariff Tantrum – What It Means for Your Money (Ep. 121)Tariffs are back—and they're not subtle. In this emergency episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the sudden and aggressive return of U.S. tariffs, the economic chaos they’ve already triggered, and how investors should respond. From market drops to rising prices, supply chain shakeups, and a looming recession, the guys unpack it all—with sharp insight, strong opinions, and real strategies for staying on track. 📉 Here’s what we get into: 🚨 Trump’s tariff shock: What was announced and why it blindsided markets

2025-04-0734 min

Retirement Plan Playbook Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk cover the spring 2025 financial landscape—from filing taxes to hot market trends like gold, Chinese stocks, and AI IPOs. Whether you’re wrapping up your return or wondering where to invest next, this episode offers clarity in a time of questions. 📊 Here’s what we cover: 🧾 Tax season tips – What you can still do before the deadline 📈 High interest savings & unexpected tax bills – Why you might owe this year 🔒 Proactive tax planning for 2025 – Reduce next year’s bill by starting now 🪙...

2025-03-2735 min

Retirement Plan Playbook Stock Market Drops—Should You Be Worried? (ep.119)In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk tackle the latest market pullback and what it means for investors. Is this a normal correction, or are we headed for something bigger? More importantly—what should you do (or NOT do) right now? 🔍 Here’s what we cover: 📉 Why the market is down & what’s fueling volatility 🧠 Investor psychology – How emotions impact your financial future 🔥 Is this a buying opportunity or time to pull back? 📊 Historical trends – How does this market drop compare to past corrections? 🏡 Housing market debate – Will interest rate cuts push home p...

2025-03-1335 min

Retirement Plan Playbook The Nervous Economy – What’s Driving Market Uncertainty in 2025? (Ep.118)In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk break down the biggest financial concerns shaping 2025. With economic shifts, political changes, and market volatility, investors are growing increasingly nervous—so what does it all mean for your portfolio and retirement plan? 🔍 Here’s what we cover: 📉 Stock market turbulence – Why are markets reacting so sharply to new policies? 💰 Government spending cuts & layoffs – How is Washington impacting job security? 🔎 Social Security fraud uncovered – A shocking look at where taxpayer dollars are going 🏦 Recession fears & interest rate cuts – Is the Federal Reserve about to pivot? 🤖 AI’s role in the e...

2025-02-2734 min

Retirement Plan Playbook Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (Ep. 117)In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk explore whether 2025 is shaping up to be one of the best years to retire. With strong market performance, rising Social Security benefits, and the continued evolution of AI, this year presents unique opportunities—and challenges—for those considering retirement. What we cover in this episode: 🔥 Market momentum & economic stability – Is now the right time to retire? 💰 The impact of inflation & government spending cuts – How does it affect retirement income? 🏡 Housing & mortgage trends – Should you sell or stay put? 🧠 AI & workplace shifts – Will AI change the job m...

2025-02-1346 min

Retirement Plan Playbook 2025 Market Preview – Fires, Inflation, and AI’s Role in the Economy (Ep. 116)In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk dive into what 2025 has in store for the economy, markets, and retirement planning. From navigating California’s devastating wildfires to discussing inflationary trends and the impact of AI on technology and investments, this conversation is packed with timely insights and actionable advice. Here’s what we cover: The aftermath of California wildfires: Community impact and recovery challenges Inflation concerns, interest rates, and their effect on retirement planning 2025 market outlook: Why experts are optimistic despite volatility AI as a driver for innovation and...

2025-01-3045 min

Retirement Plan Playbook End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)In this final episode of 2024, Brent Pasqua and Matthew Theal take a reflective dive into the major events and financial highlights of the year. From top year-end planning strategies to the evolution of AI and its impact on finance, this episode is packed with actionable advice and thought-provoking discussions. They also share personal anecdotes, client success stories, and exciting plans for 2025. Tune in for insights that will help you close out the year strong and set the stage for success in the year ahead! Timestamps: [00:00:00] Welcome and End-of-Year Announcements [00:02:00] The Claremont Wine Walk: A Community Engagement...

2024-12-1945 min

Retirement Plan Playbook The Stock Market, Bitcoin, and Retirement Planning (Ep.114)In this episode of The Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth take you on a comprehensive journey through the world of financial planning, the current stock market landscape, and the evolving role of Bitcoin as an investment asset. Key topics include: Stock Market Trends: Insights into the S&P 500’s performance and strategies for managing portfolio gains as the year wraps up. Bitcoin’s Bull Run: A detailed discussion about Bitcoin’s historic rise, its growing institutional backing, and how it could fit into your investment strategy. Rental Properties vs. Bo...

2024-11-2141 min

Retirement Plan Playbook The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)In this episode, Brent, Matthew, and Joshua dive into the 2024 election results and discuss how the political changes may impact financial markets, investment strategies, and retirement planning. From analyzing tax implications to exploring market shifts, they offer insights to help listeners make sense of the evolving financial landscape. [00:01:00] Introduction to the Election and Market Sentiment The team discusses initial reactions to the election results. Observations on the impact of leadership changes on investor confidence. [00:04:30] Polling Surprises and Election Trends A look at surprising poll results and prediction markets. Analysis of how the election outcomes...

2024-11-0831 min

Retirement Plan Playbook Gifting and Inheritance Strategies for Families (Ep.112)In this episode, the hosts dive deep into the importance of gifting and inheritance strategies. They explore how families can effectively transfer wealth, minimize tax burdens, and create meaningful impact through well-timed gifts. They also discuss the psychological and emotional aspects of giving and how to approach conversations around wealth transfer with loved ones. Key Topics Covered: World Series Discussion The hosts kick off the show with a light discussion about the Dodgers’ return to the World Series and how baseball brings joy and nostalgia. Negativity and Financial Media Br...

2024-10-2452 min

Retirement Plan Playbook 2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111)Hosts Brent, Matthew, and Josh introduce the show, focusing on investment strategies, retirement planning, and current events. They discuss the importance of adaptability in volatile times, especially during political and economic uncertainty. [00:01:00] - Social Media and Distractions - The team discusses the distractions of social media platforms like Facebook, Instagram, and TikTok, highlighting how modern social media can clutter your life and be a source of misinformation. [00:03:30] - Political Events and Market Volatility - Discussion about the recent dock strike, unrest in the Middle East, and how these geopolitical events spooked t...

2024-10-1047 min

Retirement Plan Playbook Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110)Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference, the largest gathering of financial advisors and FinTech leaders. Hosted by seasoned financial planners Brent Pasqua, Matthew Theal, and Joshua Winterswyk, this episode delivers key insights on the latest advancements in AI, wealth management technologies, and strategies for staying ahead in a rapidly changing world. [00:00] - Introduction: Hosts Brent, Matthew, and Joshua introduce the episode and discuss the Future Proof Conference. [00:01:30] - Overview of the Future Proof Conference: Importance of the event and its focus...

2024-09-2647 min

Retirement Plan Playbook Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates. The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations. 00:37 Hawaii Vacation Recap 05:25 Unexpected Apple Charges 13:28 Kamala Harris's Capital Gains Proposal 20:58 Seasonal Trends in the Stock Market 25:22 Federal Reserve Rate Cuts 27:53 Financial Planning Breakfast Event 30:02 NFL Season Predictions 31:13 Evermont Recommends Connect...

2024-09-1236 min

Retirement Plan Playbook Understanding the Stock Market Drop (Ep. 108)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk delve into the complexities of the current stock market drop and its implications for the rest of the year. They analyze the recent market volatility, discussing the significant events such as an assassination attempt on Donald Trump, Biden's drop from the race, and the Japanese market crash. The trio offers comprehensive insights into how these factors contribute to market fluctuations and provide strategies on handling investments during such turbulent times. Additionally, the episode touches on global market interconnections, upcoming...

2024-08-1534 min

Retirement Plan Playbook Teaching Kids About Money (Ep.107)In this episode of the Retirement Plan Playbook, financial planners Matthew Theal and Joshua Winterswyk from Evermont Wealth discuss the importance of teaching children about money. They provide practical tips for instilling financial literacy at different ages—from toddlers to adult children. The episode also touches on current market events, including the implications of a recent software crash by CrowdStrike and rising past due credit card balances. The hosts emphasize the importance of building emergency funds, understanding credit, and starting retirement savings early. Additionally, they recommend watching the Olympics Gold Zone and a tr...

2024-08-0140 min

Retirement Plan Playbook Creating a Personal Investment Philosophy (Ep. 106)In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy. They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies. The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike. They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments. 00:22 Summer Plans and Personal Updates 01:43...

2024-07-1832 min

Retirement Plan Playbook What’s Your Number? Do I Have Enough to Retire? (Ep. 105)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua and Matthew Theal of Evermont Wealth delve into comprehensive retirement planning and investment strategies. The discussion addresses crucial questions about how much money is needed to retire comfortably. They analyze market trends, such as the performance of major stock indices, the impact of emerging technologies like AI, and the fluctuations of stocks like Nvidia, Apple, and Tesla. The team also explores essential factors affecting retirement savings, including retirement age, lifestyle choices, health considerations, and income sources. They offer tools and strategies like...

2024-07-0440 min

Retirement Plan Playbook Tax-Efficient Bucket and Distribution Planning (Ep. 104)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies. They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets. They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features 00:00 Introduction 02:02 The Importance of Updating Beneficiaries 03:28 CPI Updates and Federal Reserve Insights 08:44...

2024-06-2042 min

Retirement Plan Playbook Inflation Survival Guide: Smart Money Saving Strategies (Ep.103)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk from Evermont Wealth dive into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation. They also provide insights into the current stock market, including Nvidia's 10-for-1 stock split and the SEC's shift to a T+1 settlement cycle. Additionally, the hosts share personal anecdotes on reducing expenses and discuss the significance of consumer sentiment polls in shaping economic viewpoints. The episode aims to equip listeners with practical financial advice for navigating economic complexities and optimizing...

2024-06-0643 min

Retirement Plan Playbook Retirement Planning 101: The Basics You Need to Know (Ep. 102)The 'Retirement Plan Playbook' podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, provides a deep dive into investment strategies, retirement planning, and current events to help listeners build a robust retirement playbook. In this episode, they focus on the basics of retirement planning, including 401k contributions, the impact of inflation, and understanding Social Security benefits. They also discuss the significance of adjusting investment strategies over time and the importance of consulting with a certified financial planner for a customized retirement plan. Additionally, they touch on Netflix securing NFL rights, strategies...

2024-05-2338 min

Retirement Plan Playbook The 3 Phases of Retirement Planning (Ep.101)Hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, the Retirement Plan Playbook podcast delves into investment strategies, retirement planning, and current events to help listeners develop a comprehensive retirement plan. The episode opens with personal anecdotes from the hosts, before moving on to discuss the three phases of retirement planning in detail, including the preparation, transition, and enjoyment phases. Additionally, the episode covers hot topics such as Dave and Buster's introducing digital betting, the Federal Reserve's decision to keep interest rates unchanged, and controversial aspects of Biden's capital gains tax proposal.

2024-05-0945 min

Retirement Plan Playbook Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone. Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during the pandemic and subsequent resumption due to client demand. They reminisce about past episodes, highlighting topics like social security, bond ladders, and selling businesses. The episode then shifts focus to the first quarter of 2024, exploring major financial themes such as inflation, interest rates, stock market performance, and geopolitical tensions. The hosts examine h...

2024-04-2544 min

Retirement Plan Playbook Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement. The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of Donald Trump's, “Truth Social” SPAC offering under the ticker symbol DJT. The core of the show is an extensive look at the considerations, costs, and planning strategies around long-term care, emphasizing the importance of early and informed planning to secure a comfortable and...

2024-04-1143 min

Retirement Plan Playbook Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversations about March Madness, and then transition into hot take headlines including potential TikTok bans and an antitrust suit against Apple. The core of the episode is dedicated to unraveling the intricacies of Roth and Traditional IRAs, discussing their benefits, limitations, and suitability for different financial scenarios. The hosts also touch upon spousal contributions, the backdoor Roth IRA strategy, and present the new provision allowing 529 plans...

2024-03-2835 min

Retirement Plan Playbook Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth discuss investment strategies, retirement planning, and current events. The conversation kicks off with an analysis of the cryptocurrency market's recent bullish trends, particularly highlighting Bitcoin's surge following ETF announcements. The team explores inflation's impact, potential Federal Reserve actions, and the broader implications for investors. The episode transitions to discuss the cancellation of Apple's ambitious Project Titan car initiative, focusing on the implications for AI development and the challenges of automobile manufacturing. The hosts also...

2024-03-1444 min

Retirement Plan Playbook Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any political or economic climate. This episode discusses the stock market, interest rates, inflation in relation to the Federal Reserve's decisions, and the influence of tech companies Nvidia and Super Microcomputer on the stock market. They also touch upon a major acquisition by Capital One and delve into the complexities of making deductible IRA contributions.

2024-02-2931 min

Retirement Plan Playbook Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the concept of sequence risk in retirement planning. Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money from their retirement funds. They examine how strategies like portfolio diversification, maintaining a bigger cash reserve, and hiring a financial planner can mitigate sequence risk. Nevertheless, they caution against relying on annuities, as they often yield poor returns. 00:02 Introduction to the Retirement Plan Playbook 02:21...

2024-02-1547 min

Retirement Plan Playbook Exploring the 4% Withdrawal Rule (Ep.94)On this episode of The Retirement Plan Playbook, hosts, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, discuss the 4% withdrawal rule, a guideline that helps to craft a sustainable retirement plan. The rule suggests that retirees can withdraw 4% of their portfolio every year during retirement, adjusting for inflation subsequently, and the portfolio should, theoretically, last for 30 years. However, the participants emphasize the complexity of the rule and the dynamic nature of the planning based on lifestyle, market conditions, taxes, and unforeseen needs. They also debate the rule’s limitations and potential misapplications, presenting a case fo...

2024-02-0141 min

Retirement Plan Playbook Rebranding, Market Updates and 2024 Predictions (Ep.93)In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future. The podcast also recaps market trends from 2023. An optimistic year that defied bearish predictions, major indexes like the S&P 500 and the Nasdaq saw returns of over 24 and 43% respectively. Despite challenges like increased layoffs in a variety of sectors and potential inflation, the overarching strategy remains passive investing. In terms of what could stall the ongoing...

2024-01-1844 min

Retirement Plan Playbook Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)In this episode, we provide a comprehensive review of the financial market's performance over the past quarter. We begin with a discussion on: The significant drop in inflation rates, a key indicator of economic health. The Biden administration's decision to resume federal student loan payments, a move that impacts millions of borrowers. Nvidia's impressive entry into the $1 trillion market valuation club, a testament to the growing influence of AI. Fidelity's filing for a spot bitcoin ETF, a move that could potentially revolutionize cryptocurrency investment. Apple's launch of the Vision Pro mixed reality headset, a product that c...

2023-07-2046 min

Retirement Plan Playbook The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)Are you tired of earning 0% interest on your cash? Do you want to know how to make your money work for you and earn up to 5.00% APY on the cash in your bank account? In this episode, we will discuss the best ways to earn interest on your cash, even if it's earning 0%. We will cover everything from high-yield savings accounts to CDs to money market funds. So whether you have a little bit of cash or a lot, we have something for you. Matthew, Brent, and Joshua discuss: Matthew's new child! The Debt Cei...

2023-05-2547 min

Retirement Plan Playbook Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it. In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals. The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first pla...

2023-05-0544 min

Retirement Plan Playbook Should You Be Buying A House Right Now? (Ep. 89)The state of the housing market continues to evolve, but one question Americans keep asking themselves remains constant: Should I be selling or buying a home right now? In this episode, RPA Wealth delves into the state of the housing market in California and how interest rates are affecting it. The episode begins with an overview of the current state of the housing market and a discussion about what is contributing to the high demand for housing. Matthew, Brent, and Joshua discuss: How to find out if right now is a good time to...

2023-04-1338 min

Retirement Plan Playbook Our Take On The Silicon Valley Bank Issue (Ep. 88)The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin! Needless to say, there’s a lot going on in the financial world right now, and RPA Wealth is ready to dive right into it. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss some of the hottest headlines in the financial industry by sharing their insights, making educated predictions, and so much more! Matthew, Brent, and Joshua discuss: Some important updates about the Silicon Valley ba...

2023-03-2334 min

Retirement Plan Playbook Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement? In this episode, Marissa Almendarez is on the show to discuss the different ways you can start implementing physical activity into your day, whether you are in your 20s, 50s, and even 80s! Marissa discusses: How to find your motivation when working out Her journey of becoming a personal trainer and finding her passion for healthy living How you can start your fitness journey today Some easy, implementable nutrition tips you can start...

2023-03-1636 min

Retirement Plan Playbook Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)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 Gain an insider's perspective on the current state of the American economy Learn how to incorporate bond ladders into your retirement plan for long-term su...

2023-03-0336 min

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

2023-02-1640 min

Retirement Plan Playbook Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)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:

2023-02-0236 min

Retirement Plan Playbook Financial Predictions For 2023 (Ep.83)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 The end of China’s “Zero Covid Mandate” and how this...

2023-01-1243 min

Retirement Plan Playbook A Recap of 2022 (Ep.82)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 What inflation could look like on the horizon of 2023 Why the recent Covid-19 lockdowns in China are affecting inter...

2022-12-2234 min

Retirement Plan Playbook Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)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 How he can help real estate investors grow and enhance their business strategy What a Del...

2022-12-0841 min

Retirement Plan Playbook 7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)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 How US tr...

2022-11-2544 min

Retirement Plan Playbook Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)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 Why tec...

2022-11-1034 min

Retirement Plan Playbook Choosing A Medicare Plan With Laurie Boatman (Ep.78)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 int...

2022-10-2737 min

Retirement Plan Playbook The Third Quarter Review of 2022 (Ep.77)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 Updates about Social Security and Medicare increases How the stock market has done in the second quart...

2022-10-2035 min

Retirement Plan Playbook Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)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 The shifting interest rates in the housing market and the reality for wa...

2022-09-2934 min

Retirement Plan Playbook The Top Five Issues To Consider During A Financial Market Correction (Ep.75)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 What a financial correction could mean for you if you are...

2022-09-1537 min

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

2022-09-0138 min

Retirement Plan Playbook Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)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 How she manages over...

2022-08-1834 min

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

2022-08-0436 min

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

2022-07-2834 min

Retirement Plan Playbook Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)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 What the future of cryptocur...

2022-07-1339 min

Retirement Plan Playbook Analyzing The Current State Of The Stock Market (Ep.69)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) The effects of the rising consumer price index and the staggering increase of inflation Their opinions of what this inf...

2022-06-1630 min

Retirement Plan Playbook Our Onboarding Process at RPA Wealth Management (Ep.68)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 The structure of each meeting with you The first questions they will ask you and how your responses determine a financial plan How they communicate wi...

2022-06-0227 min

Retirement Plan Playbook What To Expect When Working with RPA Wealth Management (Ep.67)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 The importance of laying out your goals before creating a financial plan Why their clients don...

2022-05-1925 min

Retirement Plan Playbook Creating Client Confidence and Connection (Ep.66)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 What separates their practice from o...

2022-05-1231 min

Retirement Plan Playbook The Looming Recession’s Impact on Retirees (Ep.65)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 Why people thi...

2022-04-2832 min

Retirement Plan Playbook Ep 55: Biden‘s Tax ProposalJoe 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

2021-09-2328 min

Retirement Plan Playbook Ep 54: Review Your InvestmentsWe 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

2021-09-0930 min

Retirement Plan Playbook Ep 53: State Tax StrategiesYour 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

2021-08-1231 min

Retirement Plan Playbook Ep 52: Second Quarter ReviewOn 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

2021-07-2926 min

Retirement Plan Playbook Ep 51: Understanding Your Risk ToleranceOne 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

2021-07-1535 min

Retirement Plan Playbook Ep 50: Financial Lessons LearnedIt'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

2021-06-2437 min

Retirement Plan Playbook Ep 49: How To Invest $1,000,000If 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

2021-06-1036 min

Retirement Plan Playbook Ep 48: Inflation and Your Retirement PlanThe 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

2021-05-2726 min

Retirement Plan Playbook Ep 47: How to Know When to Hire a Financial AdvisorRenowned 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

2021-05-1346 min

Retirement Plan Playbook Ep 46: Personal Wealth DestroyersBuilding personal wealth can take a long time to do and making smart, financial choices can be difficult to carry out. On top of that, there are many products in the financial industry that can do more harm than good and can affect your personal wealth long term. Brent, Matthew, and Joshua discuss some potential wealth destroyers they have seen in their practice and offer a few strategies that might help you get out of these situations. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2021-04-2235 min

Retirement Plan Playbook Ep 45: Strategies to Reduce Your TaxesMany people are preparing their taxes right now, so we thought this would be a great opportunity to talk about some tax saving strategies you can possibly implement. On today's show, Brent, Matthew, and Joshua discuss the different ways you can be proactive in your tax planning and some of the lesser known strategies. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2021-04-0835 min

Retirement Plan Playbook Ep 44: Are Index Funds A Good Investment?One point that we reiterate on the podcast is the importance of being an informed investor and not a daytrader. One way to eliminate some of the guess work is by investing in an index fund. This investment tool is meant to mimic a financial market index such as the S&P 500. In other words, you will have a better idea on your expected rate of return and the amount of risk you are subjected to. Brent, Matthew, and Joshua talk about where you can get an index fund and why this investment is a great fit for many...

2021-03-2534 min

Retirement Plan Playbook Ep 43: What Is A Bitcoin?If you tune into any financial news, you have probably heard about cryptocurrencies, the most popular one being Bitcoin. Many people are interested in this novel investment because of how well it has been doing lately and they don't want to miss out. However, as with any popular topic, it can be difficult to filter through noisy opinions and find factual information. Brent, Matthew, and Joshua discuss what Bitcoin is, how it's being used, and why it's difficult to be regulated. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2021-03-1133 min

Retirement Plan Playbook Ep 42: Retiring In A Strong EconomyIf we take a look at the financial landscape right now, we see a thriving real estate market, a low interest rate environment, and a stock market that is continuing to rise. Though the pandemic caused major disruption in March of last year, the economy seems to be recovering well, which is an important thought to keep in mind if you plan on retiring soon. Brent, Matthew, and Joshua talk about the factors that have contributed to the economy's recovery, and some strategies you may be able to utilize under the current financial conditions. Important Links:

2021-02-2534 min

Retirement Plan Playbook Ep 41: Gamestop, Reddit, And Your RetirementYou probably heard all about Gamestop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Ted Cruz actually agreeing about something? Brent, Matthew, and Joshua break down this multifaceted story and cover some key lessons that we can take away from these recent events. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2021-02-1142 min

Retirement Plan Playbook Ep 40: 5 Reasons To Get A Business ValuationFor many business owners, their business is the largest asset that they own and it's common that they sell their company to fund retirement. But many entrepreneurs don't even know what their business is actually worth and are unable to put a solid plan together without that information. Brent, Matthew, and Joshua discuss how a business valuation creates a clear picture to see where you are now and what steps you may need to take to reach a successful retirement. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2021-01-2830 min

Retirement Plan Playbook Ep 39: Investment Lessons From 2020As we kick off 2021, Brent, Matthew, and Joshua take a look back on the previous year and discuss some key investment lessons that 2020 brought to their attention. The guys will discuss the importance of sticking to an investment philosophy, risk tolerance, being flexible with your investments, and much more. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2021-01-1430 min

Retirement Plan Playbook Ep 38: Retirement In 2021Planning for retirement can feel like a daunting task to complete. The financial landscape is constantly changing and learning how to navigate the problems that come up can be challenging. But starting the retirement plan might be easier than you think. Today Brent, Matthew, and Joshua discuss some initial questions you should be asking yourself if you plan to retire in the near future. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-11-2537 min

Retirement Plan Playbook Ep 37: Election Wrap UpOn Saturday it was announced that Joe Biden won the election and will be the 46th president of the United States. Brent, Matthew, and Joshua reflect on the market's reaction to this news, what might be down the road, and why their philosophy on retirement planning will not change even with a new president. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-11-1230 min

Retirement Plan Playbook Ep 36: Election FAQsThe presidential election is right around the corner and many clients have wondered if this event will have a significant impact on their portfolio. Brent, Matthew, and Joshua talk about why there is no need to emotionally react to the result of this election and the importance of long-term financial planning. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-10-2930 min

Retirement Plan Playbook Ep 35: The Different Types Of Financial AdvisorsWhen you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you. Important Links: Website: https://rpawealth.com/ Call: 909-296-7...

2020-10-0838 min

Retirement Plan Playbook Ep 34: Creating Your Estate PlanMany people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your assets passed down, who is able to make decisions for you if you become incapacitated, and much more. Brent, Matthew, and Joshua talk about the basic components of an estate plan and some tips for maintaining the plan once it's established. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-09-2440 min

Retirement Plan Playbook Ep 33: The Post Pandemic Housing MarketThe Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many areas of the financial world, but today we focus on how it will impact the housing market. Brent, Matthew, and Joshua will talk about the factors that have contributed to place us in a highly competitive seller's market. As well as some considerations for pre-retirees and retirees that want to move to a new location. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-09-0330 min

Retirement Plan Playbook Ep 32: Will The Stock Market Crash Before The Election?This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Brent, Matthew, and Joshua will dive into some data and take a look at how the stock market has performed under different presidents. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-08-2731 min

Retirement Plan Playbook Ep 31: Retirement Trends Over The Next 10 YearsRetirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on employer-sponsored plans. So how will the landscape for retirement continue to move and shift? Brent, Matthew, and Joshua talk about trends that they think we will start to see in this next decade. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-08-2035 min

Retirement Plan Playbook Ep 30: 8 Ways To Sell Your BusinessSelling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-07-3042 min

Retirement Plan Playbook Ep 29: Is It Time For A New Financial Advisor?It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-07-0234 min

Retirement Plan Playbook Ep 28: Exit PlanningThere is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Brent, Matthew, and Joshua talk about the important questions that need to be answered when putting together an exit plan and how to build an effective team that will help you through this process. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-06-1833 min

Retirement Plan Playbook Ep 27: Do You Need Bonds in Your Retirement Portfolio?Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew, and Joshua will discuss how bonds have been used in the past and compare it to the purpose that they serve in a retirement plan today. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-06-0430 min

Retirement Plan Playbook Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-05-2135 min

Retirement Plan Playbook Ep 25: Recession Strategies For Your Retirement AccountWhen the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be the best decision. Brent, Matthew, and Josh discuss various strategies you can implement in your plan so you can make the most out of a down market. FlavCity Youtube Channel: https://www.youtube.com/channel/UCnq1w-56tAvMdDup-CL6Vtg Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-05-0736 min

Retirement Plan Playbook Ep 24: The Long-Term Impact of COVID-19There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long-term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-04-2330 min

Retirement Plan Playbook Ep 23: CARES Act Part 2 - Business OwnersLast time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and Joshua talk about how small business owners can gain some relief from this new bill. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-04-0917 min

Retirement Plan Playbook Ep 22: CARES Act Part 1 - IndividualsToday is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals specifically and the potential benefits you can receive. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-04-0922 min

Retirement Plan Playbook Ep 21: Retirement Planning Strategies In A RecessionListen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal retirement and accomplish their goals. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-03-2635 min

Retirement Plan Playbook Ep 20:What To Do When The Stock Market DeclinesJoin Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use to minimize the downside and actionable tips for retirees. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-03-1228 min

Retirement Plan Playbook Ep 19: The Impact Of The Coronavirus On The Stock MarketBrent, Matthew & Joshua discuss the stock market decline, the risks of the Coronavirus and stocks that are moving up because of the threat. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-02-2623 min

Retirement Plan Playbook Ep 17: A Decade Of Financial PlanningJoin financial advisors Brent, Matthew and Joshua as they reflect on their personal financial plans. Topics Discussed: starting a business, saving for retirement, buying a home and changing a career. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

2020-01-2430 min

Retirement Plan Playbook Ep #1: Retirement Challenges Of Your GenerationIt's the inaugural episode of the Retirement Plan Playbook podcast. So to kick things off, we'll meet our hosts: Matthew Theal, Joshua Winterswyk, and Brent Pasqua. We'll talk a bit about how retirement planning has changed and how that affects your generation, and then we'll dive into some important items to factor in when building your retirement plan. Visit the RPA website for more: https://rpawealth.com/

2019-06-1730 min

Retirement Plan Playbook Coming Soon - RPA Wealth Management's New ShowTune in for a brand new show that's going to help you plan for retirement and your financial future. Join RPA Wealth Management President Brent Pasqua and Certified Financial Planners Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook. Visit the RPA website for more: https://rpawealth.com/

2019-06-1703 min