7 Financial Strategies To Help You Be Successful In 2023 ...

What this episode covers

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. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns. Matthew, Brent, and Joshua discuss: Why is current spending contributing to an increase in household debt How US treasury securities can help maximize liquidity and increase interest on uninvested cash The importance of updating beneficiaries and insurance to provide protection for the next generation How 401(k) and taxable brokerage accounts can reduce your taxes before the new year And more Connect With RPA Wealth Management: [email protected] (909) 296-7977 RPA Wealth Management LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: RPA Wealth Management

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Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 44 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on November 25, 2022.

What is this episode about?

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. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk...

Can I download this Retirement Plan Playbook episode?

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