Retirement Plan Playbook

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 a...

When 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:  ht...

There 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....

Last 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

Today 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

Listen 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

Join 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

Brent, 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  

We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant tragedy. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977  

Join 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

The new year brings new changes to retirement and tax laws with the passing of the SECURE Act. This week we will discuss the main points of interest of this bill and different planning strategies you need to know before you retire. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977

Today we discuss what you wish your parents taught you about personal finances. We go back to some of the basic aspects of finances such as debt and what a financial plan actually is. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977

On today's show we answer email questions that have been submitted to us from our listeners. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977

As the end of the year is coming to a close, it is important to reflect on what we accomplished and what has room for improvement. Today's show focuses on taking this idea and applying it to your financial plan. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977

DIY projects have become a popular topic with all of the home renovation shows on television, but have you ever wondered how you might be able to put together a retirement plan on your own? There are many steps and factors that need to be considered if you choose to go this route and we will explain all of them on today's show. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977

There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one. Important Links: Website:  https://rpawealth.com/ Call: 909-296-7977

Being a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you know how much your business is worth? Today's show focuses on why you may want to consider having a business valuation completed in order to have a plan set in place for some tricky situations. Important Links: Website:  https://rpawealth.com/business/ Call: ...

There is no doubt that California is one of the most expensive states to live in. Between the cost of living, traffic, and recent tax law change, many people are starting to wonder if they should move to a different state to enjoy their retirement in. Today's episode looks at the pros and cons to this situation and offers some suggestions that may be beneficial to you. WalletHub Article Blog Post...

Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today we will be discussing 5 important key points that can help you become a successful investor. Tune in to see if you are on the right path for success.

One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out.

As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let's discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future.

If you're looking for a place to start with savings, retirement planning, and budgeting, you might have encountered some of these rules of thumb? But do they actually hold any weight? We'll find out which are useful and which you should definitely take with a grain of salt.

Today we'll talk about some topics related to your money, finances, and retirement that should get way more attention and excitement. Let’s give these underdog concepts the love they deserve on this episode.

When it comes to planning for retirement, there are a lot of potential pitfalls, and oftentimes these mistakes are hard to recover from. So let's talk about the five key retirement planning mistakes that we see people making on a regular basis, and what you can do to avoid them in your own financial life. Visit the RPA website for more:  https://rpawealth.com/

There are a lot of myths and misconceptions about Social Security and how to collect it. So this week we'll cover some of the fundamental concepts on Social Security. We'll talk about how to find out what your benefit amount is, the pros and cons of collecting at different ages, and is Social Security taxable? Visit the RPA website for more:  https://rpawealth.com/