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Episode Show Notes
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?

Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?

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 25: Recession Strategies For Your Retirement Account

Ep 25: Recession Strategies For Your Retirement Account

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 24: The Long-Term Impact of COVID-19

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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?

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

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?

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

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

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

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

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

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

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

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. ...