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 81: Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax

You’ve found it. Everything you need to know about real estate investing, all in one place. In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a Delaware Statutory Trust is, and so much more!

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Podcast Podcast

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.

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Podcast Podcast

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.

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Podcast Podcast

Ep 64: Will The Russia & Ukraine Conflict Crash The Market?

The conflict between Russia and Ukraine has invoked fear in investors because some believe that this event will cause a crash in the American stock market. Is there truth to this sentiment? Or will the market gloss over this news item in a couple weeks? Brent, Matthew, and Joshua will take a look at how the stock market has performed in previous wartimes and draw some conclusions based on the historical data.

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Podcast Podcast

Ep 63: Protect Your Retirement From Inflation

Inflation has been a hot topic since last year and rates are still rising. It's important that you find a way to hedge against this risk, so your retirement does not suffer. Brent, Matthew, and Joshua discuss some different ways you can protect your portfolio from inflation.

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