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Контент предоставлен Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Manage episode 328254166 series 2515949
Контент предоставлен Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.
Matthew, Brent, and Joshua discuss:
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Connect With RPA Wealth Management:
109 эпизодов
Поделиться
Manage episode 328254166 series 2515949
Контент предоставлен Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.
Matthew, Brent, and Joshua discuss:
- How they got started in financial planning and what brought them together
- What separates their practice from other financial firms
- How they spend their time with friends and family outside of work
- And more
Connect With RPA Wealth Management:
109 эпизодов
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Похожие на 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
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Player FM - приложение для подкастов
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