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: 83: Financial Predictions For 2023
A new year, and a new financial outlook! Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.
Ep 79: Dissecting Some Of The Hottest Headlines Of The Current Investing World
There is a lot going on in the stock market and investing industry right now. That’s why we are your go-to resource when it comes to the hot take headlines in the investing world.
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 75: The Top Five Issues To Consider During A Financial Market Correction
How can you prepare yourself and your family for a financial market correction?
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 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.
Ep 66: Creating Client Confidence and Connection
No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.
Ep 65: The Looming Recession's Impact on Retirees
Whether you are talking about inflated prices of grocery lists or the struggling stock market, the conversation of an approaching recession is all around us.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk of RPA Wealth Management, discuss common questions and concerns when potentially approaching a recession. Together they break down the nerves of working in an unhealthy economy and entering into your retirement.
Ep 21: Retirement Planning Strategies In A Recession
Listen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal retirement and accomplish their goals.
Ep 20: What to Do When the Stock Market Declines
Join Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use to minimize the downside and actionable tips for retirees.
Ep 19: The Impact Of The Coronavirus On The Stock Market
Brent, Matthew & Joshua discuss the stock market decline, the risks of the coronavirus and stocks that are moving up because of the threat.