Retirement Plan Playbook

Retirement Plan Playbook


Latest Episodes

Should You Be Buying A House Right Now? (Ep. 89)
April 13, 2023

The state of the housing market continues to evolve, but one question Americans keep asking themselves remains constant: Should I be selling or buying a home right now?In this episode, RPA Wealth del

Our Take On The Silicon Valley Bank Issue (Ep. 88)
March 23, 2023

The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin!Needless to say, theres a lot going on in the financia

Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
March 16, 2023

Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement?In this episode, Marissa Almendarez is on the show t

Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
March 03, 2023

Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders!In this gripping podcast episode, financial experts Matthew Theal, Brent Pas

Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
February 16, 2023

Tax season is just around the corner, and it can be stressful for many.As tax season rapidly approaches, the mere thought of it may trigger anxiety for many.But fear not, because, in this highly in

Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
February 02, 2023

Retirement brings the opportunity to travel to some of the most amazing places you didnt have the chance to see during your working days.And now, we want to help you plan your dream getaway.In

Financial Predictions For 2023 (Ep.83)
January 12, 2023

A new year, and a new financial outlook!Bringing in the new year means its time for RPA Wealth Management to make some 2023 financial predictions.In this episode, Matthew Theal, Brent Pasqua an

A Recap of 2022 (Ep.82)
December 22, 2022

2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts.In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this infor

Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
December 08, 2022

Youve found it. Everything you need to know about real estate investing, all in one place.In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Manag

7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
November 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, Ma