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Retirement Plan Playbook

By Matthew Theal, Brent Pasqua, Joshua Winterswyk

Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.

  1. 1.
    Ep 39: Investment Lessons From 202001/14/2021
    30:48
  2. 2.
    Ep 38: Retirement In 202111/25/2020
    37:26
  3. 3.
    Ep 37: Election Wrap Up11/12/2020
    30:45
  4. 4.
    Ep 36: Election FAQs10/29/2020
    30:59
  5. 5.
    Ep 35: The Different Types Of Financial Advisors10/08/2020
    38:31
  6. 6.
    Ep 34: Creating Your Estate Plan09/24/2020
    40:37
  7. 7.
    Ep 33: The Post Pandemic Housing Market09/03/2020
    30:58
  8. 8.
    Ep 32: Will The Stock Market Crash Before The Election?08/27/2020
    31:22
  1. 9.
    Ep 31: Retirement Trends Over The Next 10 Years08/20/2020
    35:45
  2. 10.
    Ep 30: 8 Ways To Sell Your Business07/30/2020
    42:27
  3. 11.
    Ep 29: Is It Time For A New Financial Advisor?07/02/2020
    34:56
  4. 12.
    Ep 28: Exit Planning06/18/2020
    33:45
  5. 13.
    Ep 27: Do You Need Bonds in Your Retirement Portfolio?06/04/2020
    30:37
  6. 14.
    Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?05/21/2020
    35:03
  7. 15.
    Ep 25: Recession Strategies For Your Retirement Account05/07/2020
    36:14
  8. 16.
    Ep 24: The Long-Term Impact of COVID-1904/23/2020
    31:01
  9. 17.
    Ep 23: CARES Act Part 2 - Business Owners04/09/2020
    17:51
  10. 18.
    Ep 22: CARES Act Part 1 - Individuals04/09/2020
    22:13
  11. 19.
    Ep 21: Retirement Planning Strategies In A Recession03/26/2020
    35:28
  12. 20.
    Ep 20:What To Do When The Stock Market Declines03/12/2020
    28:48
  13. 21.
    Ep 19: The Impact Of The Coronavirus On The Stock Market02/26/2020
    23:13
  14. 22.
    Ep 18: Kobe Bryant & Financial Planning02/06/2020
    35:02
  15. 23.
    Ep 17: A Decade Of Financial Planning01/24/2020
    30:02
  16. 24.
    Ep 16: How The SECURE Act Will Impact Your Retirement In 202001/09/2020
    31:07
  17. 25.
    Ep 15: Financial Planning 10112/19/2019
    40:17
  18. 26.
    Ep 14: The Mailbag Show12/05/2019
    21:27
  19. 27.
    Ep 13: 8 Financial To-Do's Before The End Of The Year11/21/2019
    29:38
  20. 28.
    Ep 12: DIY Retirement Plan11/07/2019
    38:07
  21. 29.
    Ep 11: The Truth About Annuities10/17/2019
    38:05
  22. 30.
    Ep 10: Why Business Owners Need To Get A Business Valuation10/03/2019
    35:42
  23. 31.
    Ep #9: Should You Move Out Of California When You Retire?09/19/2019
    32:45
  24. 32.
    Ep #8: 5 Keys To Being A Successful Investor09/05/2019
    34:27
  25. 33.
    Ep #7: 401(k) Or IRA - Which Is Better?08/15/2019
    34:07
  26. 34.
    Ep #6: Important Retirement Ages08/01/2019
    38:30
  27. 35.
    Ep #5: Love or Hate - Personal Finance Rules of Thumb07/18/2019
    33:22
  28. 36.
    Ep #4: Underdog Concepts07/03/2019
    32:40
  29. 37.
    Ep #3: 5 Mistakes That Could Sink Your Retirement06/17/2019
    41:23
  30. 38.
    Ep #2: Social Security Basics06/17/2019
    23:39
  31. 39.
    Ep #1: Retirement Challenges Of Your Generation06/17/2019
    30:13
  32. 40.
    Coming Soon - RPA Wealth Management's New Show06/17/2019
    3:06

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