Retirement Plan Playbook

Ep 36: Election FAQs

The presidential election is right around the corner and many clients have wondered if this event will have a significant impact on their portfolio. Brent, Matthew, and Joshua talk about why there is no need to emotionally react to the result of this election and the importance of long-term financial planning.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 35: The Different Types Of Financial Advisors

When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 34: Creating Your Estate Plan

Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your assets passed down, who is able to make decisions for you if you become incapacitated, and much more. Brent, Matthew, and Joshua talk about the basic components of an estate plan and some tips for maintaining the plan once it's established.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 33: The Post Pandemic Housing Market

The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many areas of the financial world, but today we focus on how it will impact the housing market. Brent, Matthew, and Joshua will talk about the factors that have contributed to place us in a highly competitive seller's market. As well as some considerations for pre-retirees and retirees that want to move to a new location.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 32: Will The Stock Market Crash Before The Election?

This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Brent, Matthew, and Joshua will dive into some data and take a look at how the stock market has performed under different presidents.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

Ep 31: Retirement Trends Over The Next 10 Years

Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on employer-sponsored plans. So how will the landscape for retirement continue to move and shift? Brent, Matthew, and Joshua talk about trends that they think we will start to see in this next decade.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

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/

Call: 909-296-7977

 

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/

Call: 909-296-7977

 

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/

Call: 909-296-7977

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