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.
Get the podcast on your favorite app
Episode show notes
Archive
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- July 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
Ep: 82: A Recap of 2022
2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts. In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this information to help you better understand what you can expect in the new year.
Ep 77: Key Updates About the Third Quarter of 2022
As we’ve said before, everyone is feeling the effects of inflation. But who is inflation affecting the most?
Ep 76: Don’t Hit The Panic Button Just Because The Market Is Crashing!
Things are changing very quickly in the stock market. So what can you do to enhance your portfolio’s performance in such an unpredictable time?
Ep 73: Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven
In recent years, the real estate market has been on fire, but now it seems to be cooling down. Do you know why this is happening?
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 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 63: Protect Your Retirement From Inflation
Inflation has been a hot topic since last year and rates are still rising. It's important that you find a way to hedge against this risk, so your retirement does not suffer. Brent, Matthew, and Joshua discuss some different ways you can protect your portfolio from inflation.
Ep 57: Cash Management For Inflation
We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Brent, Matthew, and Joshua talk about some of the factors that have contributed to the rise of inflation and some of their favorite cash management strategies to protect against this risk.
Ep 48: Inflation and Your Retirement Plan
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it's important that we take a step back and look at what's actually going on. Brent, Matthew, and Joshua will discuss the current inflation environment and if this issue should be a top concern right now.