Retirement Plan Playbook

Retirement Plan Playbook


Latest Episodes

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

The Looming Recession’s Impact on Retirees (Ep.65)
April 28, 2022

Whether you are talking about inflated prices of grocery lists or the struggling stock market, the conversation of an approaching recession is all around us.   In this episode, Matthew Theal, Brent Pa

Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
February 24, 2022

The conflict between Russia and Ukraine has invoked fear in investors because some believe that this event will cause a crash in the American stock market. Is there truth to this sentiment? Or will th

Ep 63: Protect Your Retirement From Inflation
February 10, 2022

Inflation has been a hot topic since last year and rates are still rising. It's important that you find a way to hedge against this risk, so your retirement does not suffer. Brent, Matthew, and Joshua

Ep 62: 2022 Preview
January 27, 2022

With 2021 in the rearview mirror, Brent, Matthew, and Joshua look ahead to what the rest of 2022 may have in store for us. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

Ep 61: 2021 Wrap Up
December 21, 2021

Brent, Matthew, and Joshua say goodbye to 2021 on this episode by highlighting their favorite moments of the year, what shocked them the most, and what they are looking forward to in the new year. Imp