The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it. In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals. The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first place?

2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts. In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this information to help you better understand what you can expect in the new year.

There is a lot going on in the stock market and investing industry right now. That’s why we are your go-to resource when it comes to the hot take headlines in the investing world.

In recent years, the real estate market has been on fire, but now it seems to be cooling down. Do you know why this is happening?

2022 has been far from a regular year, as have the past three years. The war in Ukraine, the after effects of Covid-19 on the economy, and talks of a recession all makes 2022 a very unusual year. But how have these events affected you and your finances?

Unless you have been living under a rock for the past few months, you have noticed the intense effects of inflation.

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 for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.

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 Management, discuss common questions and concerns when potentially approaching a recession. Together they break down the nerves of working in an unhealthy economy and entering into your retirement.

When the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be the best decision. Brent, Matthew, and Josh discuss various strategies you can implement in your plan so you can make the most out of a down market.

Listen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal retirement and accomplish their goals.