All Episodes
Retirement Plan Playbook — 127 episodes
War and Your Portfolio (Ep.126)
We're Back: Roth Conversions, AI That Negotiated a Car Deal, and What We've Been Up To (Ep. 125)
Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)
Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)
Tariff Tantrum – What It Means for Your Money (Ep. 121)
Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)
Stock Market Drops—Should You Be Worried? (ep.119)
The Nervous Economy – What’s Driving Market Uncertainty in 2025? (Ep.118)
Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (Ep. 117)
2025 Market Preview – Fires, Inflation, and AI’s Role in the Economy (Ep. 116)
End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)
The Stock Market, Bitcoin, and Retirement Planning (Ep.114)
The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)
Gifting and Inheritance Strategies for Families (Ep.112)
2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111)
Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110)
Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)
Understanding the Stock Market Drop (Ep. 108)
Teaching Kids About Money (Ep.107)
Creating a Personal Investment Philosophy (Ep. 106)
What’s Your Number? Do I Have Enough to Retire? (Ep. 105)
Tax-Efficient Bucket and Distribution Planning (Ep. 104)
Inflation Survival Guide: Smart Money Saving Strategies (Ep.103)
Retirement Planning 101: The Basics You Need to Know (Ep. 102)
The 3 Phases of Retirement Planning (Ep.101)
Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
Exploring the 4% Withdrawal Rule (Ep.94)
Rebranding, Market Updates and 2024 Predictions (Ep.93)
Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
Should You Be Buying A House Right Now? (Ep. 89)
Our Take On The Silicon Valley Bank Issue (Ep. 88)
Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
Financial Predictions For 2023 (Ep.83)
A Recap of 2022 (Ep.82)
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
Choosing A Medicare Plan With Laurie Boatman (Ep.78)
The Third Quarter Review of 2022 (Ep.77)
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)
The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
Helping Aging Parents With Finances (Ep.74)
Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)
What It Means To Be A Fiduciary (Ep.72)
How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)
Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)
Analyzing The Current State Of The Stock Market (Ep.69)
Our Onboarding Process at RPA Wealth Management (Ep.68)
What To Expect When Working with RPA Wealth Management (Ep.67)
Creating Client Confidence and Connection (Ep.66)
The Looming Recession’s Impact on Retirees (Ep.65)
Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
Ep 63: Protect Your Retirement From Inflation
Ep 62: 2022 Preview
Ep 61: 2021 Wrap Up
Ep 60: Year End Financial Planning Strategies
Ep 59: Creating A Balance Sheet
Ep 58: Amber Storms Interview
Ep 57: Cash Management For Inflation
Ep 56: Q3- Review
Ep 55: Biden‘s Tax Proposal
Ep 54: Review Your Investments
Ep 53: State Tax Strategies
Ep 52: Second Quarter Review
Ep 51: Understanding Your Risk Tolerance
Ep 50: Financial Lessons Learned
Ep 49: How To Invest $1,000,000
Ep 48: Inflation and Your Retirement Plan
Ep 47: How to Know When to Hire a Financial Advisor
Ep 46: Personal Wealth Destroyers
Ep 45: Strategies to Reduce Your Taxes
Ep 44: Are Index Funds A Good Investment?
Ep 43: What Is A Bitcoin?
Ep 42: Retiring In A Strong Economy
Ep 41: Gamestop, Reddit, And Your Retirement
Ep 40: 5 Reasons To Get A Business Valuation
Ep 39: Investment Lessons From 2020
Ep 38: Retirement In 2021
Ep 37: Election Wrap Up
Ep 36: Election FAQs
Ep 35: The Different Types Of Financial Advisors
Ep 34: Creating Your Estate Plan
Ep 33: The Post Pandemic Housing Market
Ep 32: Will The Stock Market Crash Before The Election?
Ep 31: Retirement Trends Over The Next 10 Years
Ep 30: 8 Ways To Sell Your Business
Ep 29: Is It Time For A New Financial Advisor?
Ep 28: Exit Planning
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Ep 25: Recession Strategies For Your Retirement Account
Ep 24: The Long-Term Impact of COVID-19
Ep 23: CARES Act Part 2 - Business Owners
Ep 22: CARES Act Part 1 - Individuals
Ep 21: Retirement Planning Strategies In A Recession
Ep 20:What To Do When The Stock Market Declines
Ep 19: The Impact Of The Coronavirus On The Stock Market
Ep 18: Kobe Bryant & Financial Planning
Ep 17: A Decade Of Financial Planning
Ep 16: How The SECURE Act Will Impact Your Retirement In 2020
Ep 15: Financial Planning 101
Ep 14: The Mailbag Show
Ep 13: 8 Financial To-Do's Before The End Of The Year
Ep 12: DIY Retirement Plan
Ep 11: The Truth About Annuities
Ep 10: Why Business Owners Need To Get A Business Valuation
Ep #9: Should You Move Out Of California When You Retire?
Ep #8: 5 Keys To Being A Successful Investor
Ep #7: 401(k) Or IRA - Which Is Better?
Ep #6: Important Retirement Ages
Ep #5: Love or Hate - Personal Finance Rules of Thumb
Ep #4: Underdog Concepts
Ep #3: 5 Mistakes That Could Sink Your Retirement
Ep #2: Social Security Basics
Ep #1: Retirement Challenges Of Your Generation
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