Retirement Plan Playbook

Ep 30: 8 Ways To Sell Your Business

Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

Ep 29: Is It Time For A New Financial Advisor?

It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

Ep 28: Exit Planning

There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Brent, Matthew, and Joshua talk about the important questions that need to be answered when putting together an exit plan and how to build an effective team that will help you through this process.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

Ep 27: Do You Need Bonds in Your Retirement Portfolio?

Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew, and Joshua will discuss how bonds have been used in the past and compare it to the purpose that they serve in a retirement plan today.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

Ep 25: Recession Strategies For Your Retirement Account

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.

FlavCity Youtube Channel: https://www.youtube.com/channel/UCnq1w-56tAvMdDup-CL6Vtg

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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 the financial realm, but in our everyday lives as well.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

 

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

 

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

Ep 14: The Mailbag Show

On today's show we answer email questions that have been submitted to us from our listeners.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-797

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 explain all of them on today's show.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-7977

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.

Important Links:

Website: https://rpawealth.com/business/

Call: 909-296-7977

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