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Conteúdo fornecido por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)

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Manage episode 348035064 series 2515949
Conteúdo fornecido por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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:

  continue reading

109 episódios

Artwork
iconCompartilhar
 
Manage episode 348035064 series 2515949
Conteúdo fornecido por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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:

  continue reading

109 episódios

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