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 #7: 401(k) Or IRA—Which Is Better?
One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out.
Ep #6: Important Retirement Ages
As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let's discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future.
Ep #5: Love or Hate—Personal Finance Rules of Thumb
If you're looking for a place to start with savings, retirement planning, and budgeting, you might have encountered some of these rules of thumb. But do they actually hold any weight? We'll find out which are useful and which you should definitely take with a grain of salt.
Ep #4: Underdog Concepts
Today we'll talk about some topics related to your money, finances, and retirement that should get way more attention and excitement. Let’s give these underdog concepts the love they deserve on this episode.
Ep #3: 5 Mistakes That Could Sink Your Retirement
When it comes to planning for retirement, there are a lot of potential pitfalls, and oftentimes these mistakes are hard to recover from. So let's talk about the five key retirement planning mistakes that we see people making on a regular basis, and what you can do to avoid them in your own financial life.
Ep #2: Social Security Basics
There are a lot of myths and misconceptions about Social Security and how to collect it. So this week we'll cover some of the fundamental concepts on Social Security. We'll talk about how to find out what your benefit amount is, the pros and cons of collecting at different ages, and is Social Security taxable?
Ep #1: Retirement Challenges Of Your Generation
It's the inaugural episode of the Retirement Plan Playbook podcast. So to kick things off, we'll meet our hosts: Matthew Theal, Joshua Winterswyk, and Brent Pasqua. We'll talk a bit about how retirement planning has changed and how today's retirement challenges impact your generation. And then we'll dive into some important items to factor in when building your retirement plan.
Coming Soon—RPA Wealth Management's New Podcast
Tune in for a brand new podcast that's going to help you plan for retirement and your financial future. Join RPA Wealth Management President Brent Pasqua and Certified Financial Planners 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.