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Content provided by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
Manage episode 348035064 series 2515949
Content provided by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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:
109 episoade
Distribuie
Manage episode 348035064 series 2515949
Content provided by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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:
109 episoade
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Similar cu Retirement Plan Playbook
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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continue reading
The latest news from the world of personal finance plus advice for those trying to make the most of their money.
…
continue reading
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continue reading
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