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
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- July 2023
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- December 2022
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- June 2022
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- February 2022
- January 2022
- December 2021
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- June 2021
- May 2021
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- March 2021
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- January 2021
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
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- April 2020
- March 2020
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- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
Ep. 109: Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses
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.
Ep. 108: Understanding the Stock Market Drop
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.
Ep. 107: Teaching Kids About Money
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.
Ep. 106: Creating a Personal Investment Philosophy
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.
Ep. 105: What’s Your Number? Do I Have Enough to Retire?
In episode 105, the Evermont team discussess important questions about how much money is needed to retire comfortably.
Ep. 104: Tax-Efficient Bucket and Distribution Planning
In episode 104, the Evermont team delves into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement.
EP 103: Inflation Survival Guide: Smart Money Saving Strategies
In episode 103, the Evermont Wealth team dives into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation.
EP 102: Retirement Planning 101: The Basics You Need to Know
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.
EP 101: The 3 Phases of Retirement Planning
In episode 101, the Evermont team discusses the three phases of retirement planning in detail, including the preparation, transition, and enjoyment phases.
EP 100: Navigating Inflation, Interest Rates, and Market Turbulence
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.
EP 99: Protecting Your Assets: Affording Long-Term Care in Retirement
We look at the considerations, costs, and strategies around long-term care, emphasizing the importance of early and informed planning.
EP 98: Roth IRA vs. Traditional IRA: The Great Debate
This week's episode focuses on Roth and Traditional IRAs, discussing their benefits, limitations, and suitability for different financial scenarios.
EP 97: Beyond the Numbers: Embracing the Lifestyle Shift in Retirement
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.
EP 96: Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions
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.
EP 95: Sequence Risk: The Hidden Threat to Your Retirement Plan
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.
Ep: 94: Exploring the 4% Withdrawal Rule
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.
Ep: 93: Rebranding, Market Updates and 2024 Predictions
In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future.
Ep: 92: Bull Run: A Deep Dive into the 2nd Quarter Market Surge
In this episode, we provide a comprehensive review of the financial market's performance over the past quarter.
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: 90: Maintaining Financial Security While Adjusting Your Retirement Goals
The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it. In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals. The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first place?