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: 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 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 42: Retiring in a Strong Economy
If we take a look at the financial landscape right now, we see a thriving real estate market, a low interest rate environment, and a stock market that is continuing to rise. Though the pandemic caused major disruption in March of last year, the economy seems to be recovering well, which is an important thought to keep in mind if you plan on retiring soon. Brent, Matthew, and Joshua talk about the factors that have contributed to the economy's recovery, and some strategies you may be able to utilize under the current financial conditions.
Ep 33: The Post-Pandemic Housing Market
The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many areas of the financial world, but today we focus on how it will impact the housing market. Brent, Matthew, and Joshua will talk about the factors that have contributed to place us in a highly competitive seller's market. As well as some considerations for pre-retirees and retirees that want to move to a new location.
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew, and Joshua will discuss how bonds have been used in the past and compare it to the purpose that they serve in a retirement plan today.