77 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.

    Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)

    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 portfolio’s performance in such an unpredictable time?

     

    In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recent news about housing market interest rates, the consumer price index, and the longer than average downturned stock market.

     

    Matthew, Brent, and Joshua discuss:

     

    Updates about the consumer price index and what it means for you
    The shifting interest rates in the housing market and the reality for want-to-be homeowners
    The motivations and overall purpose of the Federal Reserve and how it affects your bank account
    What you can do right now that can enhance your financial performance in the coming years
    And more

     

    Resources:

     

    Retirement Plan Playbook: The Top Five Issues To Consider During A Financial Market Correction (Ep.75)

     

    Connect with RPA Wealth Management: 

     

    info@rpawealth.com 
    (909) 296-7977
    RPA Wealth Management
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: RPA Wealth Management

    • 34 min
    The Top Five Issues To Consider During A Financial Market Correction (Ep.75)

    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 financial market correction. They will also share some strategies to help you out when it happens.

     

    Matthew, Brent, and Joshua discuss:

     

    The take on the new law that has been signed in California that could increase wages for fast food workers to $22 an hour starting in 2023
    What a financial correction could mean for you if you are retiring in the near future
    How to determine if your cash flow will change during a market correction
    How to avoid reactive decisions during a downturned market (saving your retirement fund!)
    And more

     

    Resources:

     

    Retirement Plan Playbook: Helping Aging Parents With Finances (Ep.74)

     

    Connect with RPA Wealth Management: 

     

    info@rpawealth.com 
    (909) 296-7977
    RPA Wealth Management
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: RPA Wealth Management

    • 37 min
    Helping Aging Parents With Finances (Ep.74)

    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 going to be in charge of our parents' money and making financial decisions for them. So, what do you think is the ideal age to start this conversation with your parents?

     

    In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk explain the several things we should know about our parents' finances to help them in the future.

     

    Matthew, Brent, and Joshua discuss:

     

    The meaning of a sandwich generation
    Understanding your parents’ income and expenses
    The legal and financial information you need access to
    What to do if your parents are refusing help with their finances
    And more

     

    Resources:

     

    Retirement Plan Playbook: Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)

     

    Connect with Client: 

    info@rpawealth.com 
    (909) 296-7977
    RPA Wealth Management
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: RPA Wealth Management

    • 38 min
    Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)

    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 Blackstone Realty, Kelli Vanevenhoven, discusses the current state of the real estate market and what it means for you and your current financial situation.

     

    Kelli discusses:

     

    Her educated opinion on where she thinks the real estate market is headed in the next few months
    How she manages over 160 real estate agents
    How she makes her business stand out from its competitors and how you can do the same
    How to know if you should be selling or buying a house right now
    And more

     

    Resources:

     

    Retirement Plan Playbook: What It Means To Be A Fiduciary (Ep.72)

     

    Connect with Client: 

    info@rpawealth.com 
    (909) 296-7977
    RPA Wealth Management
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: RPA Wealth Management

     

    Connect with Kelli Vanevenhoven:

     

    LinkedIn: Kelli Vanevenhoven
    kelli@callkelli.com
    Coldwell Banker Blackstone Realty Website

     

    About our Guest: 

     

    Kelli Vanevenhoven is the founder and real estate agent of Coldwell Banker Blackstone Realty who is extremely versed in the real estate market. Kelli is passionate about helping people reach their goals. Kelly has been serving in the Southern California marketplace for over two decades and has closed over 300 million in real estate transactions.

     

    Kelli specializes in luxury homes, REO sales, relocation, first-time home buyers, and the training of new real estate professionals.

    • 34 min
    What It Means To Be A Fiduciary (Ep.72)

    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, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors and what value a fiduciary fee only financial advisor can add to your financial planning process.

     

    Matthew, Brent, and Joshua discuss: 

     

    What a fiduciary is and how they can help you in your financial journey
    The different ways financial advisors get paid and which method better suits you
    Why RPA Wealth Management switched from commission to fee-based revenue and how it benefits you
    Why the meaning of fiduciary has become skewed and how you can be sure you are working with a real one
    And more

     

    Resources:

     

    Retirement Plan Playbook: How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)

     

    Connect With RPA Wealth Management: 

    info@rpawealth.com 
    (909) 296-7977
    RPA Wealth Management
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: RPA Wealth Management

    • 36 min
    How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)

    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. 

     

    But how have these events affected you and your finances?

     

    In this episode, Brent, Matthew, and Joshua discuss some of the most talked about events of 2022 and explain how they have impacted the everyday lives of Americans, just like you.

     

    Brent, Matthew, and Joshua discuss: 

    Elon Musk vs. Twitter: Why he backed down from his ownership and why he is getting sued
    How the Ukraine and Russian war has influenced this major spike in inflation
    What characteristics in the economy tell you that a recession is occurring
    How global events have subliminally impacted your spending patterns
    And more

     

    Resources:

    Retirement Plan Playbook: Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)

     

    Connect with RPA Wealth Management: 

    info@rpawealth.com 
    (909) 296-7977
    RPA Wealth Management
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: RPA Wealth Management

    • 34 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

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