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Episode | Date |
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The 3 Phases of Retirement Planning (Ep.101)
|
May 09, 2024 |
Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
|
Apr 25, 2024 |
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
|
Apr 11, 2024 |
Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
|
Mar 28, 2024 |
Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
|
Mar 14, 2024 |
Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
|
Feb 29, 2024 |
Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
|
Feb 15, 2024 |
Exploring the 4% Withdrawal Rule (Ep.94)
|
Feb 01, 2024 |
Rebranding, Market Updates and 2024 Predictions (Ep.93)
|
Jan 18, 2024 |
Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
|
Jul 19, 2023 |
The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
|
May 25, 2023 |
Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
|
May 05, 2023 |
Should You Be Buying A House Right Now? (Ep. 89)
|
Apr 13, 2023 |
Our Take On The Silicon Valley Bank Issue (Ep. 88)
|
Mar 23, 2023 |
Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
|
Mar 16, 2023 |
Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
|
Mar 03, 2023 |
Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
|
Feb 16, 2023 |
Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
|
Feb 02, 2023 |
Financial Predictions For 2023 (Ep.83)
|
Jan 12, 2023 |
A Recap of 2022 (Ep.82)
|
Dec 22, 2022 |
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
|
Dec 08, 2022 |
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
|
Nov 25, 2022 |
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
|
Nov 10, 2022 |
Choosing A Medicare Plan With Laurie Boatman (Ep.78)
|
Oct 27, 2022 |
The Third Quarter Review of 2022 (Ep.77)
|
Oct 20, 2022 |
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)
|
Sep 29, 2022 |
The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
|
Sep 15, 2022 |
Helping Aging Parents With Finances (Ep.74)
|
Sep 01, 2022 |
Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)
|
Aug 18, 2022 |
What It Means To Be A Fiduciary (Ep.72)
|
Aug 04, 2022 |
How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)
|
Jul 28, 2022 |
Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)
|
Jul 13, 2022 |
Analyzing The Current State Of The Stock Market (Ep.69)
|
Jun 16, 2022 |
Our Onboarding Process at RPA Wealth Management (Ep.68)
|
Jun 02, 2022 |
What To Expect When Working with RPA Wealth Management (Ep.67)
|
May 19, 2022 |
Creating Client Confidence and Connection (Ep.66)
|
May 12, 2022 |
The Looming Recession’s Impact on Retirees (Ep.65)
|
Apr 28, 2022 |
Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
|
Feb 24, 2022 |
Ep 63: Protect Your Retirement From Inflation
|
Feb 10, 2022 |
Ep 62: 2022 Preview
|
Jan 27, 2022 |
Ep 61: 2021 Wrap Up
|
Dec 21, 2021 |
Ep 60: Year End Financial Planning Strategies
|
Dec 09, 2021 |
Ep 59: Creating A Balance Sheet
|
Nov 23, 2021 |
Ep 58: Amber Storms Interview
|
Nov 11, 2021 |
Ep 57: Cash Management For Inflation
|
Oct 28, 2021 |
Ep 56: Q3- Review
|
Oct 13, 2021 |
Ep 55: Biden‘s Tax Proposal
|
Sep 23, 2021 |
Ep 54: Review Your Investments
|
Sep 09, 2021 |
Ep 53: State Tax Strategies
|
Aug 12, 2021 |
Ep 52: Second Quarter Review
|
Jul 29, 2021 |
Ep 51: Understanding Your Risk Tolerance
|
Jul 15, 2021 |
Ep 50: Financial Lessons Learned
|
Jun 24, 2021 |
Ep 49: How To Invest $1,000,000
|
Jun 10, 2021 |
Ep 48: Inflation and Your Retirement Plan
|
May 27, 2021 |
Ep 47: How to Know When to Hire a Financial Advisor
|
May 13, 2021 |
Ep 46: Personal Wealth Destroyers
|
Apr 22, 2021 |
Ep 45: Strategies to Reduce Your Taxes
|
Apr 08, 2021 |
Ep 44: Are Index Funds A Good Investment?
|
Mar 25, 2021 |
Ep 43: What Is A Bitcoin?
|
Mar 11, 2021 |
Ep 42: Retiring In A Strong Economy
|
Feb 25, 2021 |
Ep 41: Gamestop, Reddit, And Your Retirement
|
Feb 11, 2021 |
Ep 40: 5 Reasons To Get A Business Valuation
|
Jan 28, 2021 |
Ep 39: Investment Lessons From 2020
|
Jan 14, 2021 |
Ep 38: Retirement In 2021
|
Nov 25, 2020 |
Ep 37: Election Wrap Up
|
Nov 12, 2020 |
Ep 36: Election FAQs
|
Oct 29, 2020 |
Ep 35: The Different Types Of Financial Advisors
|
Oct 08, 2020 |
Ep 34: Creating Your Estate Plan
|
Sep 24, 2020 |
Ep 33: The Post Pandemic Housing Market
|
Sep 03, 2020 |
Ep 32: Will The Stock Market Crash Before The Election?
|
Aug 27, 2020 |
Ep 31: Retirement Trends Over The Next 10 Years
|
Aug 20, 2020 |
Ep 30: 8 Ways To Sell Your Business
|
Jul 30, 2020 |
Ep 29: Is It Time For A New Financial Advisor?
|
Jul 02, 2020 |
Ep 28: Exit Planning
|
Jun 18, 2020 |
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
|
Jun 04, 2020 |
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
|
May 21, 2020 |
Ep 25: Recession Strategies For Your Retirement Account
|
May 07, 2020 |
Ep 24: The Long-Term Impact of COVID-19
|
Apr 23, 2020 |
Ep 23: CARES Act Part 2 - Business Owners
|
Apr 09, 2020 |
Ep 22: CARES Act Part 1 - Individuals
|
Apr 09, 2020 |
Ep 21: Retirement Planning Strategies In A Recession
|
Mar 26, 2020 |
Ep 20:What To Do When The Stock Market Declines
|
Mar 12, 2020 |
Ep 19: The Impact Of The Coronavirus On The Stock Market
|
Feb 26, 2020 |
Ep 18: Kobe Bryant & Financial Planning
|
Feb 06, 2020 |
Ep 17: A Decade Of Financial Planning
|
Jan 24, 2020 |
Ep 16: How The SECURE Act Will Impact Your Retirement In 2020
|
Jan 09, 2020 |
Ep 15: Financial Planning 101
|
Dec 19, 2019 |
Ep 14: The Mailbag Show
|
Dec 05, 2019 |
Ep 13: 8 Financial To-Do's Before The End Of The Year
|
Nov 21, 2019 |
Ep 12: DIY Retirement Plan
|
Nov 07, 2019 |
Ep 11: The Truth About Annuities
|
Oct 17, 2019 |
Ep 10: Why Business Owners Need To Get A Business Valuation
|
Oct 03, 2019 |
Ep #9: Should You Move Out Of California When You Retire?
|
Sep 19, 2019 |
Ep #8: 5 Keys To Being A Successful Investor
|
Sep 05, 2019 |
Ep #7: 401(k) Or IRA - Which Is Better?
|
Aug 15, 2019 |
Ep #6: Important Retirement Ages
|
Aug 01, 2019 |
Ep #5: Love or Hate - Personal Finance Rules of Thumb
|
Jul 18, 2019 |
Ep #4: Underdog Concepts
|
Jul 03, 2019 |
Ep #3: 5 Mistakes That Could Sink Your Retirement
|
Jun 17, 2019 |
Ep #2: Social Security Basics
|
Jun 17, 2019 |
Ep #1: Retirement Challenges Of Your Generation
|
Jun 17, 2019 |
Coming Soon - RPA Wealth Management's New Show
|
Jun 17, 2019 |