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:
Connect With RPA Wealth Management:
Ep 41: Gamestop, Reddit, And Your Retirement
Ep 40: 5 Reasons To Get A Business Valuation
Ep 39: Investment Lessons From 2020
Ep 38: Retirement In 2021
Ep 37: Election Wrap Up
Ep 36: Election FAQs
Ep 35: The Different Types Of Financial Advisors
Ep 34: Creating Your Estate Plan
Ep 33: The Post Pandemic Housing Market
Ep 32: Will The Stock Market Crash Before The Election?
Ep 31: Retirement Trends Over The Next 10 Years
Ep 30: 8 Ways To Sell Your Business
Ep 29: Is It Time For A New Financial Advisor?
Ep 28: Exit Planning
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Ep 25: Recession Strategies For Your Retirement Account
Ep 24: The Long-Term Impact of COVID-19
Ep 23: CARES Act Part 2 - Business Owners
Ep 22: CARES Act Part 1 - Individuals
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast