A new year, and a new financial outlook!
Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.
Matthew, Brent, and Joshua discuss:
Resources:
Connect with RPA Wealth Management:
Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
Exploring the 4% Withdrawal Rule (Ep.94)
Rebranding, Market Updates and 2024 Predictions (Ep.93)
Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
Should You Be Buying A House Right Now? (Ep. 89)
Our Take On The Silicon Valley Bank Issue (Ep. 88)
Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
A Recap of 2022 (Ep.82)
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
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