Ep 54: Review Your Investments - Retirement Plan Playbook...

What this episode covers

We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for your investments are and how knowing this information can help you make more specific customizations in your plan. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Boss Lady in Sweatpants Show - Confidently Create Content that Connects and Converts Allison Scholes - Podcasting, Content Clarity, Content Coach, Entrepreneurship, Social Media, Personal Branding, Visual Branding, Business Growth, Content Creation, Content Planning Hey. I’m Allison Scholes. My mission is to help female entrepreneurs create content in an authentic, easy, simple and fun way.I believe the content creation process should be exciting and easy, not time consuming! I am here to help you streamline your content creation plan, define and fine tune your personal brand, elevate your marketing skills, write better copy, implement an easy social media strategy and more. It’s finally time to create less, but BETTER content that makes a BIGGER impact.In this Podcast, you will find creative copy and content tips, hacks for social media and sales, business growth secrets, and expert guests who will help you blow up your business and bank account. Find exciting content creation episodes, branding strategies, social media hacks and more.It’s time to streamline your content plan and show up as your most authentic you!Connect with me: www.bossladyinsweatpants.com Riveting Broads Riveting Broads At Riveting Broads, we believe that the important conversations in media and politics — and in everyday life — are too often ABOUT women instead of WITH them. We plan to change that. With two dynamic co-hosts and a rotating featured guest, Riveting Broads is a judgment-free platform for women to talk vulnerability, autonomy, identity, politics, culture, religion and everything in between.Tune in to hear from us and directly from our guests, including but not limited to aspiring and tenured women professionals, citizens, community members, activists, politicians and more on the complex and beautiful world in which we live. True North Money Mavens Gerri Meverden & Tracy Reierson It's the show that helps just about everyone get their money right! Listen to Gerri Meverden and Tracy Reierson as they drop weekly scoops on the fastest and best ways to achieve financial freedom. Got questions about retirement? This podcast has genuine answers that come straight from two true money mavens! Want to find out even more? They take calls. Dial 800-673-1132 for one of the realest deals in the financial planning realm. Shop Talk with Researchers Duke Center of Excellence in Manual and Manipulative Therapy Do you ever wish you could have an open and honest conversation with a researcher about a study they published and learn the back story behind the work? If so, Shop Talk is likely of interest to you. We identify some of the most novel research in musculoskeletal medicine and interview the authors of the work. Shop talk gives perspective on “why” the work was done and what the researchers think about the work they created. Shop talk interviews are updated routinely and we plan to include interviews in Spanish and Portuguese in upcoming episodes.

Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 30 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on September 9, 2021.

What is this episode about?

We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we...

Can I download this Retirement Plan Playbook episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.