Retirement Plan Playbook

Analyzing The Current State Of The Stock Market (Ep.69)

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: 

  • Their thoughts on the new LIV golf tournament (rival to the PGA tour)
  • The effects of the rising consumer price index and the staggering increase of inflation
  • Their opinions of what this inflation will cause in the United States
  • The upside on the downturned stock market and what it means for the future of your investments
  • And more

 

Resources:

 

Connect With RPA Wealth Management: 

Our Onboarding Process at RPA Wealth Management (Ep.68)

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:

  • How they apply a seven step financial planning process
  • The structure of each meeting with you
  • The first questions they will ask you and how your responses determine a financial plan
  • How they communicate with you
  • And more

Resources:

 

Connect With RPA Wealth Management:

 

What To Expect When Working with RPA Wealth Management (Ep.67)

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: 

  • An overview of services their company has to offer you
  • The importance of laying out your goals before creating a financial plan
  • Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
  • What you need to bring to your first financial planning session
  • And more

Connect With RPA Wealth Management:

Creating Client Confidence and Connection (Ep.66)

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.

Matthew, Brent, and Joshua discuss: 

  • How they got started in financial planning and what brought them together
  • What separates their practice from other financial firms
  • How they spend their time with friends and family outside of work
  • And more

Connect With RPA Wealth Management:

The Looming Recession’s Impact on Retirees (Ep.65)

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. 

 

Matthew, Brent, and Joshua discuss:

  • The definition of a recession and what it potentially indicates for cost of living and the stocks
  • Why people think we are heading into a recession and the different causes
  • How to take advantage of a recession to make better retirement decisions
  • And more

 

Connect With RPA Wealth Management:

Ep 64: Will The Russia & Ukraine Conflict Crash The Market?

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:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 63: Protect Your Retirement From Inflation

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

Ep 62: 2022 Preview

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

Ep 61: 2021 Wrap Up

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

Ep 60: Year End Financial Planning Strategies

The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make. Brent, Matthew, and Joshua will talk about some end of the year strategies you can implement, so you can kick off 2022 with a solid financial situation.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 59: Creating A Balance Sheet

One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you through on how to create a balance sheet, the different elements you should include, and how you can utilize this tool to make better financial decisions.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 58: Amber Storms Interview

We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential that is awarded by the IRS. She is passionate about helping her clients navigate through the complex and ever-changing tax landscape. Brent, Matthew, and Joshua discuss common mistakes Amber sees in her practice, collaborative tax planning, and some considerations to keep in mind as we approach the end of the year.

Amber's Links:

Website: https://www.collaborativetaxpartners.com/

Email: amber@ctptax.com

Call: 877-634-3377

RPA's Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 57: Cash Management For Inflation

We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Brent, Matthew, and Joshua talk about some of the factors that have contributed to the rise of inflation and some of their favorite cash management strategies to protect against this risk.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 be aware of as we head into the last quarter of the year.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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, and Joshua will discuss the key items that are in this proposal and who will be impacted by these possible changes.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for your investments are and how knowing this information can help you make more specific customizations in your plan.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 compare and contrast the tax laws of California with the laws of states that many people choose to move to after they retire, and will help you financially prepare for moving out-of-state.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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, and how these numbers correlate to the current health of the U.S. economy.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 it's vital to get your risk tolerance and capacity customized to your wants and needs and not just thrown into a one-size-fits all plan. Brent., Matthew, and Joshua talk about the considerations they go through when determining someone's risk tolerance and how this may change as you get closer to retirement.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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 they have gained along the way.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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