Matthew Theal, Brent Pasqua, Joshua Winterswyk
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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 Pasqua, and Joshua Winterswyk share their insight abo
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 state of the stock market as of June 2022 and h
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, and Joshua Winterswyk walk you through the pro
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 Pasqua, and Joshua Winterswyk discuss how they p
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 Winterswyk, sit down to discuss the next steps
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 Pasqua and Joshua Winterswyk of RPA Wealth Manag
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 the market gloss over this news item in a coup
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 discuss some different ways you can protect
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
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
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 ca
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 t
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
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
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://rp
Joe Biden’s tax proposal has made its way to the House for discussion and there have been many changes made from the original plan. Brent, Matthew, and Joshua will discuss the key items that are in this proposal and who will be impacted by thes
We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities
Your lifestyle and financial situation can be drastically impacted by what state you reside in during retirement. Brent, Matthew, and Joshua will compare and contrast the tax laws of California with the laws of states that many people choose to
On today’s show, Brent, Matthew and Joshua will review highlights from the second quarter, some factors that might affect the market down the road, and how these numbers correlate to the current health of the U.S. economy. Important Links: Webs
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. This factor varies from person to person, so it’s vital to get your risk tolerance and capacity customized to your wants and needs and not j
It’s the 50th episode of the podcast! In honor of this milestone, Brent, Matthew, and Joshua reflect on some of the financial knowledge and lessons they have gained along the way. Important Links: Website: https://rpawealth.com/ Call: 909-296-7
If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many options there are. We hope to provide some clarity to this situation on today’s show. Brent, M
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it’s important that we take a step back
Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent, Matthew, and Joshua offer their opinions on this tweet and discuss how an advisor can add value to your situat
Building personal wealth can take a long time to do and making smart, financial choices can be difficult to carry out. On top of that, there are many products in the financial industry that can do more harm than good and can affect your persona
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