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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Ep: 91: The 5% Interest Solution: How to Make Your Money Work for You
Are you tired of earning 0% interest on your cash? Do you want to know how to make your money work for you and earn up to 5.00% APY on the cash in your bank account? In this episode, we discuss the best ways to earn interest on your cash, even if it's earning 0%. We cover everything from high-yield savings accounts to CDs to money market funds. So whether you have a little bit of cash or a lot, we have something for you.
Ep 49: How To Invest $1,000,000
If you were to receive a lump sum of money right now, how would you invest it? This question can feel overwhelming to many people because of how many options there are. We hope to provide some clarity to this situation on today's show. Brent, Matthew, and Joshua discuss some proactive ways to invest a lump sum of money, and why age is such a big factor in this decision.