Retirement Plan Playbook

Retirement Plan Playbook

Latest Episodes

The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
September 15, 2022

How can you prepare yourself and your family for a financial market correction?   In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the top five issues to consider during a fi

Helping Aging Parents With Finances (Ep.74)
September 01, 2022

How do we talk to our parents about their finances?    Asking questions related to money can be difficult even if it's your own family, but it shouldn't be. At a certain point, we are most likely goin

Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)
August 18, 2022

In recent years, the real estate market has been on fire, but now it seems to be cooling down.   Do you know why this is happening?   In this episode, founder and real estate agent of Coldwell Banker

What It Means To Be A Fiduciary (Ep.72)
August 04, 2022

The word “fiduciary” gets tossed around a lot in the financial advising industry.   So what does it actually mean and what difference do they make in your financial planning process?   In this episode

How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)
July 28, 2022

2022 has been far from a regular year, as have the past three years.   The war in Ukraine, the after effects of Covid-19 on the economy, and talks of a recession all makes 2022 a very unusual year.   

Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)
July 13, 2022

A lot of people are panicking every time they check their portfolio these days.    There is no need for this, in fact, you should just be riding the wave.   In this episode, Matthew Theal, Brent Pasqu

Analyzing The Current State Of The Stock Market (Ep.69)
June 16, 2022

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 s

Our Onboarding Process at RPA Wealth Management (Ep.68)
June 02, 2022

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,

What To Expect When Working with RPA Wealth Management (Ep.67)
May 19, 2022

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

Creating Client Confidence and Connection (Ep.66)
May 12, 2022

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 Wi