Retirement Plan Playbook
Welcome to the Retirement Plan Playbook with Brent Pasqua, Matthew Theal, and Joshua Winterswyk from RPA Wealth Management. In this podcast we cover current events, retirement planning strategies, and provide you with the tools to help you build a successful retirement playbook, in any political or financial landscape. Join Brent, Matthew and Joshua as they navigate the issues that can make the later stages of your retirement plan challenging and help you create the best Retirement Plan Playbook.
Episodes
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 coming months and years.
Matthew, Joshua, a...
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:
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:
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 their clients and achieve their goals...
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 economy and entering into your retirement...
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 historical data.
Important Links:
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
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