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
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Ep 72: What It Means To Be A Fiduciary
The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process?
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 69: Analyzing the Current State of the Stock Market
Unless you have been living under a rock for the past few months, you have noticed the intense effects of inflation.
Ep #7: 401(k) Or IRA—Which Is Better?
One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out.
Ep #5: Love or Hate—Personal Finance Rules of Thumb
If you're looking for a place to start with savings, retirement planning, and budgeting, you might have encountered some of these rules of thumb. But do they actually hold any weight? We'll find out which are useful and which you should definitely take with a grain of salt.
Ep #4: Underdog Concepts
Today we'll talk about some topics related to your money, finances, and retirement that should get way more attention and excitement. Let’s give these underdog concepts the love they deserve on this episode.