Retirement Plan Playbook
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ 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.
Ep 34: Creating Your Estate Plan
Many 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.
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Episode Show Notes
Ep 34: Creating Your Estate Plan
The 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 ...
Ep 33: The Post-Pandemic Housing Market
The 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 ...
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 ...
Ep 31: Retirement Trends Over The Next 10 Years
Retirement 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 ...
Ep 30: 8 Ways To Sell Your Business
Selling 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 ...
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 ...
Ep 28: Exit Planning
There 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 ...
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. ...
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 ...
Ep 25: Recession Strategies For Your Retirement Account
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. ...
Ep 24: The Long-Term Impact of COVID-19
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 ...
Ep 23: CARES Act Part 2 – Business Owners
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. ...
Ep 22: CARES Act Part 1 – Individuals
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. ...
Ep 21: Retirement Planning Strategies In A Recession
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. ...
Ep 20: What to Do When the Stock Market Declines
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. ...
Ep 19: The Impact Of The Coronavirus On The Stock Market
Brent, Matthew & Joshua discuss the stock market decline, the risks of the coronavirus and stocks that are moving up because of the threat. ...
Ep 18: Kobe Bryant & Financial Planning
We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant tragedy. ...
Ep 17: A Decade Of Financial Planning
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. ...
Ep 16: How The SECURE Act Will Impact Your Retirement In 2020
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. ...
Ep 15: Financial Planning 101
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. ...
Ep 14: The Mailbag Show
On today\'s show we answer email questions that have been submitted to us from our listeners. ...
Ep 13: 8 Financial To-Do’s Before the End of the Year
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. ...
Ep 12: DIY Retirement Plan
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 ...
Ep 11: The Truth About Annuities
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. ...
Ep 10: Why Business Owners Need To Get A Business Valuation
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 ...
Ep #9: Should You Move Out Of California When You Retire?
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. ...
Ep #8: 5 Keys To Being A Successful Investor
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. ...
Ep #7: 401(k) Or IRA – Which Is Better?
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? ...
Ep #6: Important Retirement Ages
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 ...
Ep #5: Love or Hate—Personal Finance Rules of Thumb
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. ...
Ep #4: Underdog Concepts
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. ...
Ep #3: 5 Mistakes That Could Sink Your Retirement
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 ...
Ep #2: Social Security Basics
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 ...
Ep #1: Retirement Challenges Of Your Generation
It\'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 today\'s retirement challenges impact your generation. And then ...
Coming Soon – RPA Wealth Management’s New Podcast
Tune in for a brand new podcast 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. ...