RETIREMENT
PLAN PLAYBOOK

Financial and retirement planning guidance from the team at Evermont Wealth. Join President Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ professionals 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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Episode show notes

1/17/23 1/17/23

Ep: 83: Financial Predictions For 2023

A new year, and a new financial outlook! Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.

11/14/22 11/14/22

Ep 79: Dissecting Some Of The Hottest Headlines Of The Current Investing World

There is a lot going on in the stock market and investing industry right now. That’s why we are your go-to resource when it comes to the hot take headlines in the investing world.

7/14/22 7/14/22

Ep 70: Predictions About Cryptocurrency, The Housing Market, and Interest Rates

A lot of people are panicking every time they check their portfolio these days. There is no need for this, in fact, you should just be riding the wave.

RETIREMENT PLAN PLAYBOOK