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.

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 Winterswyk. 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 your tax bill. Don't miss out on this empowering episode to take control of your taxes and feel confident about your financial future.

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.

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.

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.

Unfortunately, the chances of you needing medical attention increase as the years progress. So what can you do to prepare for this?

As we’ve said before, everyone is feeling the effects of inflation. But who is inflation affecting the most?

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?

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.

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?

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.

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.

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.

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.

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.

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.

Brent, Matthew & Joshua discuss the stock market decline, the risks of the coronavirus and stocks that are moving up because of the threat.

We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant tragedy.

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.

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.