7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.

 

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.

 

Matthew, Brent, and Joshua discuss:

• Why is current spending contributing to an increase in household debt
• How US treasury securities can help maximize liquidity and increase interest on uninvested cash
• The importance of updating beneficiaries and insurance to provide protection for the next generation
• How 401(k) and taxable brokerage accounts can reduce your taxes before the new year
• And more

 

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