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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Archive
- November 2024
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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.
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.
Ep 71: How To Tell When a Recession Is Coming And How You Can Prepare For It
2022 has been far from a regular year, as have the past three years. The war in Ukraine, the after effects of Covid-19 on the economy, and talks of a recession all makes 2022 a very unusual year. But how have these events affected you and your finances?
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.
Ep 40: 5 Reasons To Get a Business Valuation
For many business owners, their business is the largest asset that they own and it's common that they sell their company to fund retirement. But many entrepreneurs don't even know what their business is actually worth and are unable to put a solid plan together without that information. Brent, Matthew, and Joshua discuss how a business valuation creates a clear picture to see where you are now and what steps you may need to take to reach a successful retirement.
Ep 30: 8 Ways To Sell Your Business
Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option.