There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.

Being a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you know how much your business is worth? Today's show focuses on why you may want to consider having a business valuation completed in order to have a plan set in place for some tricky situations.

Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today we will be discussing 5 important key points that can help you become a successful investor. Tune in to see if you are on the right path for success.

Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today we will be discussing 5 important key points that can help you become a successful investor. Tune in to see if you are on the right path for success.

One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out.

As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let's discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future.

If you're looking for a place to start with savings, retirement planning, and budgeting, you might have encountered some of these rules of thumb. But do they actually hold any weight? We'll find out which are useful and which you should definitely take with a grain of salt.

Today we'll talk about some topics related to your money, finances, and retirement that should get way more attention and excitement. Let’s give these underdog concepts the love they deserve on this episode.

When it comes to planning for retirement, there are a lot of potential pitfalls, and oftentimes these mistakes are hard to recover from. So let's talk about the five key retirement planning mistakes that we see people making on a regular basis, and what you can do to avoid them in your own financial life.

There are a lot of myths and misconceptions about Social Security and how to collect it. So this week we'll cover some of the fundamental concepts on Social Security. We'll talk about how to find out what your benefit amount is, the pros and cons of collecting at different ages, and is Social Security taxable?

It's the inaugural episode of the Retirement Plan Playbook podcast. So to kick things off, we'll meet our hosts: Matthew Theal, Joshua Winterswyk, and Brent Pasqua. We'll talk a bit about how retirement planning has changed and how today's retirement challenges impact your generation. And then we'll dive into some important items to factor in when building your retirement plan.

Tune in for a brand new podcast that's going to help you plan for retirement and your financial future. Join RPA Wealth Management President Brent Pasqua and Certified Financial Planners Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.