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:   Updat...

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...

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,...

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 o...

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 a...

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 eve...

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 comi...

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 tourn...

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...

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: ...

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 th...

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 econ...

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 hist...

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. Im...

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 considerati...

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

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 informa...

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: 909-296-7...

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