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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Podcast Podcast

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?

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Podcast Podcast

Ep 81: Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax

You’ve found it. Everything you need to know about real estate investing, all in one place. In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a Delaware Statutory Trust is, and so much more!

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Podcast Podcast

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.

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