Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ 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.
Episodes
Friday Nov 25, 2022
Friday Nov 25, 2022
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.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.
Matthew, Brent, and Joshua discuss:
- Why is current spending contributing to an increase in household debt
- How US treasury securities can help maximize liquidity and increase interest on uninvested cash
- The importance of updating beneficiaries and insurance to provide protection for the next generation
- How 401(k) and taxable brokerage accounts can reduce your taxes before the new year
- And more
Connect With RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
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