62 episodes

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.

Retirement Plan Playbook Matthew Theal, Brent Pasqua, Joshua Winterswyk

    • Business
    • 5.0 • 26 Ratings

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.

    Ep 61: 2021 Wrap Up

    Ep 61: 2021 Wrap Up

    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.


    Important Links:


    Website: https://rpawealth.com/


    Call: 909-296-7977

    • 30 min
    Ep 60: Year End Financial Planning Strategies

    Ep 60: Year End Financial Planning Strategies

    The end of the year is once again upon us. This is a great time to look at your finances and see if there are any improvements you can make. Brent, Matthew, and Joshua will talk about some end of the year strategies you can implement, so you can kick off 2022 with a solid financial situation.


    Important Links:


    Website: https://rpawealth.com/


    Call: 909-296-7977

    • 28 min
    Ep 59: Creating A Balance Sheet

    Ep 59: Creating A Balance Sheet

    One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you through on how to create a balance sheet, the different elements you should include, and how you can utilize this tool to make better financial decisions.


    Important Links:


    Website: https://rpawealth.com/


    Call: 909-296-7977

    • 30 min
    Ep 58: Amber Storms Interview

    Ep 58: Amber Storms Interview

    We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential that is awarded by the IRS. She is passionate about helping her clients navigate through the complex and ever-changing tax landscape. Brent, Matthew, and Joshua discuss common mistakes Amber sees in her practice, collaborative tax planning, and some considerations to keep in mind as we approach the end of the year.


    Amber's Links:


    Website: https://www.collaborativetaxpartners.com/


    Email: amber@ctptax.com


    Call: 877-634-3377


    RPA's Links:


    Website: https://rpawealth.com/


    Call: 909-296-7977

    • 37 min
    Ep 57: Cash Management For Inflation

    Ep 57: Cash Management For Inflation

    We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Brent, Matthew, and Joshua talk about some of the factors that have contributed to the rise of inflation and some of their favorite cash management strategies to protect against this risk.


    Important Links:


    Website: https://rpawealth.com/


    Call: 909-296-7977

    • 30 min
    Ep 56: Q3- Review

    Ep 56: Q3- Review

    Quarter three just wrapped up and the numbers are in. Brent, Matthew, and Joshua discuss reasons for the slight pullback and some newsworthy items to be aware of as we head into the last quarter of the year.


    Important Links:


    Website: https://rpawealth.com/


    Call: 909-296-7977

    • 31 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

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