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: 84: Planning Your Next Vacation With Kaitlan Whitteberry

Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days. And now, we want to help you plan your dream getaway. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a luxury travel agent at SmartFlyer about her insights on how to make the most of your golden years by planning the ultimate vacation. She also shares some traveling tips for enjoying your vacation.

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