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: 86: Building Your Retirement Income: The Bond Ladder Approach
Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders! In this gripping podcast episode, financial experts Matthew Theal, Brent Pasqua, and Joshua Winterswyk dive deep into the world of bond ladders, revealing everything you need to know to make an informed decision for your retirement plan.
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 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 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 68: Our Onboarding Process at RPA Wealth Management
If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.
Ep 67: What To Expect When Working with RPA Wealth Management
The RPA team discusses how they personalize financial services to each client to fulfill their unique goals and needs.