Listen Now

As we kick off 2021, Brent, Matthew, and Joshua take a look back on the previous year and discuss some key investment lessons that 2020 brought to their attention. The guys will discuss the importance of sticking to an investment philosophy, risk tolerance, being flexible with your investments, and much more.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Planning for retirement can feel like a daunting task to complete. The financial landscape is constantly changing and learning how to navigate the problems that come up can be challenging. But starting the retirement plan might be easier than you think. Today Brent, Matthew, and Joshua discuss some initial questions you should be asking yourself if you plan to retire in the near future.Important Links:Website: https://rpawealth.com/Call: 909-296-797

On Saturday it was announced that Joe Biden won the election and will be the 46th president of the United States. Brent, Matthew, and Joshua reflect on the market's reaction to this news, what might be down the road, and why their philosophy on retirement planning will not change even with a new president. Important Links:Website: https://rpawealth.com/Call: 909-296-797

The presidential election is right around the corner and many clients have wondered if this event will have a significant impact on their portfolio. Brent, Matthew, and Joshua talk about why there is no need to emotionally react to the result of this election and the importance of long-term financial planning.Important Links:Website: https://rpawealth.com/Call: 909-296-797

When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your assets passed down, who is able to make decisions for you if you become incapacitated, and much more. Brent, Matthew, and Joshua talk about the basic components of an estate plan and some tips for maintaining the plan once it's established.Important Links:Website: https://rpawealth.com/Call: 909-296-797

The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many areas of the financial world, but today we focus on how it will impact the housing market. Brent, Matthew, and Joshua will talk about the factors that have contributed to place us in a highly competitive seller's market. As well as some considerations for pre-retirees and retirees that want to move to a new location.Important Links:Website: https://rpawealth.com/Call: 909-296-797

This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Brent, Matthew, and Joshua will dive into some data and take a look at how the stock market has performed under different presidents.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on employer-sponsored plans. So how will the landscape for retirement continue to move and shift? Brent, Matthew, and Joshua talk about trends that they think we will start to see in this next decade.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option.Important Links:Website: https://rpawealth.com/Call: 909-296-797

It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion.Important Links:Website: https://rpawealth.com/Call: 909-296-797

There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Brent, Matthew, and Joshua talk about the important questions that need to be answered when putting together an exit plan and how to build an effective team that will help you through this process.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew, and Joshua will discuss how bonds have been used in the past and compare it to the purpose that they serve in a retirement plan today.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.Important Links:Website: https://rpawealth.com/Call: 909-296-797

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.FlavCity Youtube Channel: https://www.youtube.com/channel/UCnq1w-56tAvMdDup-CL6VtgImportant Links:Website: https://rpawealth.com/Call: 909-296-797

There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long-term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Last time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and Joshua talk about how small business owners can gain some relief from this new bill.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Today is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals specifically and the potential benefits you can receive.Important Links:Website: https://rpawealth.com/Call: 909-296-797

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.Important Links:Website: https://rpawealth.com/Call: 909-296-797

Join Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use to minimize the downside and actionable tips for retirees.Important Links:Website: https://rpawealth.com/Call: 909-296-797