Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.

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Retirement Plan Playbook

Episodes (125)

Jul 24, 2025 Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
Jun 19, 2025 Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)
May 8, 2025 Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)

Retirement Plan Playbook

Jul 24, 2025
43¾ minutes
38 MB

In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners, and investors. Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever. 📊 Here’s what we cover: 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out 👴 A new $12,000 ded...

Retirement Plan Playbook

Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)

Matthew Theal, Brent Pasqua, Joshua Winterswyk

00:00 -41:55