Ep 56: Q3- Review
Quarter three just wrapped up and the numbers are in. Brent, Matthew, and Joshua discuss reasons for the slight pullback and some newsworthy items to ...
Retirement Plan Playbook
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About
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and Certified Financial Planners 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 55: Biden‘s Tax Proposal
Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. Brent, Matthew, an...
Ep 54: Review Your Investments
We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take...
Ep 53: State Tax Strategies
Your lifestyle and financial situation can be drastically impacted by what state you reside in during retirement. Brent, Matthew, and Joshua will comp...
Ep 52: Second Quarter Review
On today's show, Brent, Matthew and Joshua will review highlights from the second quarter, some factors that might affect the market down the road, an...
Ep 51: Understanding Your Risk Tolerance
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. This factor varies from person to person, so i...
Ep 50: Financial Lessons Learned
It's the 50th episode of the podcast! In honor of this milestone, Brent, Matthew, and Joshua reflect on some of the financial knowledge and lessons th...
Ep 49: How To Invest $1,000,000
If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many ...
Ep 48: Inflation and Your Retirement Plan
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to...
Ep 47: How To Know When To Hire A Financial Advisor
Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent, Matthew, and Jos...