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 we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for your investments are and how knowing this information can help you make more specific customizations in your plan.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Ep 20:What To Do When The Stock Market Declines
Ep 19: The Impact Of The Coronavirus On The Stock Market
Ep 18: Kobe Bryant & Financial Planning
Ep 17: A Decade Of Financial Planning
Ep 16: How The SECURE Act Will Impact Your Retirement In 2020
Ep 15: Financial Planning 101
Ep 14: The Mailbag Show
Ep 13: 8 Financial To-Do's Before The End Of The Year
Ep 12: DIY Retirement Plan
Ep 11: The Truth About Annuities
Ep 10: Why Business Owners Need To Get A Business Valuation
Ep #9: Should You Move Out Of California When You Retire?
Ep #8: 5 Keys To Being A Successful Investor
Ep #7: 401(k) Or IRA - Which Is Better?
Ep #6: Important Retirement Ages
Ep #5: Love or Hate - Personal Finance Rules of Thumb
Ep #4: Underdog Concepts
Ep #3: 5 Mistakes That Could Sink Your Retirement
Ep #2: Social Security Basics
Ep #1: Retirement Challenges Of Your Generation
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