Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days. And now, we want to help you plan your dream getaway. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a luxury travel agent at SmartFlyer about her insights on how to make the most of your golden years by planning the ultimate vacation. She also shares some traveling tips for enjoying your vacation.

A new year, and a new financial outlook! Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.

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.

You’ve found it. Everything you need to know about real estate investing, all in one place. In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a Delaware Statutory Trust is, and so much more!

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.

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.

Unfortunately, the chances of you needing medical attention increase as the years progress. So what can you do to prepare for this?

As we’ve said before, everyone is feeling the effects of inflation. But who is inflation affecting the most?

Things are changing very quickly in the stock market. So what can you do to enhance your portfolio’s performance in such an unpredictable time?

How can you prepare yourself and your family for a financial market correction?

How do we talk to our parents about their finances? Asking questions related to money can be difficult even if it's your own family, but it shouldn't be.

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?

The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process?

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?

A lot of people are panicking every time they check their portfolio these days. There is no need for this, in fact, you should just be riding the wave.

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

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.

The RPA team discusses how they personalize financial services to each client to fulfill their unique goals and needs.

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.