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
- November 2024
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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.
Ep 47: How to Know When to Hire a Financial Advisor
Renowned personal finance author, Ramit Sethi, had recently tweeted about the 4 signs when you might want a financial advisor. Brent, Matthew, and Joshua offer their opinions on this tweet and discuss how an advisor can add value to your situation.
Ep 31: Retirement Trends Over The Next 10 Years
Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on employer-sponsored plans. So how will the landscape for retirement continue to move and shift? Brent, Matthew, and Joshua talk about trends that they think we will start to see in this next decade.
Ep 30: 8 Ways To Sell Your Business
Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option.
Ep 29: Is It Time For A New Financial Advisor?
It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion.
Ep 15: Financial Planning 101
Today we discuss what you wish your parents taught you about personal finances. We go back to some of the basic aspects of finances such as debt and what a financial plan actually is.