In episode 113 of the Retirement Plan Playbook, the team discusses the 2024 election results and their potential impact on financial markets, investment strategies, and retirement planning.

In episode 112 of the Retirement Plan Playbook, the team discusses gifting and inheritance, including tax-efficient ways to transfer wealth and how to start conversations around giving.

In episode 111 of the Retirement Plan Playbook, the team discusses the 2024 election, focusing on the importance of adaptability when times feel uncertain.

In episode 110 of the Retirement Plan Playbook, the team discusses trends to help future-proof your wealth, such as AI and wealth management technologies.

In episode 109 of the Retirement Plan Playbook, the team discussess the Kamala Harris capital gains proposal, seasonal trends in the stock markets, and the Fed's readiness to cut rates.

In episode 108 of the Retirement Plan Playbook, the team discusses recent market volatility, how various factors contribute to market fluctuations, and provides strategies for handling investments during turbulent times.

In episode 107 of the Retirement Plan Playbook, the team discusses the importance of teaching children about money and provides practical tips for instilling financial literacy at different ages, from toddlers to adult children.

In episode 106 of the Retirement Plan Playbook, the team explores the importance of crafting a personal investment philosophy, covering essential elements like risk tolerance, goals, and time horizons, and sharing their own investment strategies.

In episode 105, the Evermont team discussess important questions about how much money is needed to retire comfortably.

In episode 104, the Evermont team delves into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement.

In episode 103, the Evermont Wealth team dives into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation.

In episode 102, 'Retirement Planning 101,' the Evermont team focuses on the basics of retirement planning, including 401(k) contributions, the impact of inflation, and understanding Social Security benefits.

In episode 101, the Evermont team discusses the three phases of retirement planning in detail, including the preparation, transition, and enjoyment phases.

We explore how major financial themes like inflation, interest rates, stock market performance, and geopolitical tensions affect retirement planning, investment strategies, and the broader economy.

We look at the considerations, costs, and strategies around long-term care, emphasizing the importance of early and informed planning.

This week's episode focuses on Roth and Traditional IRAs, discussing their benefits, limitations, and suitability for different financial scenarios.

This week's episode, "Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)," focuses on retirement lifestyle planning, highlighting the significance of discovering new purposes, maintaining social and physical activity, and preparing for unforeseen events.

The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any political or economic climate.

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the concept of sequence risk in retirement planning.

Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money from their retirement funds. They examine how strategies like portfolio diversification, maintaining a bigger cash reserve, and hiring a financial planner can mitigate sequence risk.

On this episode of The Retirement Plan Playbook, hosts, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, discuss the 4% withdrawal rule, a guideline that helps to craft a sustainable retirement plan.