Retirement Plan Playbook
Latest Episodes
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
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
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
There is a lot going on in the stock market and investing industry right now.Thats why we are your go-to resource when it comes to the hot take headlines in the investing world.In this episode, Mat
Choosing A Medicare Plan With Laurie Boatman (Ep.78)
Unfortunately, the chances of you needing medical attention increase as the years progress.So what can you do to prepare for this?In this episode, Matthew Theal, Brent Pasqua and Joshua Wintersw
The Third Quarter Review of 2022 (Ep.77)
As weve said before, everyone is feeling the effects of inflation.But who is inflation affecting the most?In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some key upd
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)
Things are changing very quickly in the stock market.So what can you do to enhance your portfolios performance in such an unpredictable time?In this episode, Matthew Theal, Brent Pasqua and Jos
The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
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)
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)
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)
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)
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.