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 33: The Post-Pandemic Housing Market

The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many areas of the financial world, but today we focus on how it will impact the housing market. Brent, Matthew, and Joshua will talk about the factors that have contributed to place us in a highly competitive seller's market. As well as some considerations for pre-retirees and retirees that want to move to a new location.

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Ep 32: Will the Stock Market Crash Before the Election?

This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Brent, Matthew, and Joshua will dive into some data and take a look at how the stock market has performed under different presidents.

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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.

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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.

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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.

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Ep 28: Exit Planning

There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Brent, Matthew, and Joshua talk about the important questions that need to be answered when putting together an exit plan and how to build an effective team that will help you through this process.

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Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.

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Ep 24: The Long-Term Impact of COVID-19

There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well.

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