In episode 117 of the Retirement Plan Playbook, the team discusses whether 2025 could end up being one of the best years to retire.

In episode 116 of the Retirement Plan Playbook, the team discussess what 2025 has in store for the economy, markets, and retirement planning.

In episode 114 of The Retirement Plan Playbook, the team discusses stock market trends, Bitcoin’s role as an investment asset, and year-end tax and investing strategies.

In episode 113 of the Retirement Plan Playbook, the team discusses the 2024 election results and their potential impact on financial markets, investment strategies, and retirement planning.

In episode 112 of the Retirement Plan Playbook, the team discusses gifting and inheritance, including tax-efficient ways to transfer wealth and how to start conversations around giving.

In episode 111 of the Retirement Plan Playbook, the team discusses the 2024 election, focusing on the importance of adaptability when times feel uncertain.

In episode 110 of the Retirement Plan Playbook, the team discusses trends to help future-proof your wealth, such as AI and wealth management technologies.

In episode 109 of the Retirement Plan Playbook, the team discussess the Kamala Harris capital gains proposal, seasonal trends in the stock markets, and the Fed's readiness to cut rates.

In episode 108 of the Retirement Plan Playbook, the team discusses recent market volatility, how various factors contribute to market fluctuations, and provides strategies for handling investments during turbulent times.

In episode 107 of the Retirement Plan Playbook, the team discusses the importance of teaching children about money and provides practical tips for instilling financial literacy at different ages, from toddlers to adult children.

In episode 106 of the Retirement Plan Playbook, the team explores the importance of crafting a personal investment philosophy, covering essential elements like risk tolerance, goals, and time horizons, and sharing their own investment strategies.

In episode 105, the Evermont team discussess important questions about how much money is needed to retire comfortably.

In episode 104, the Evermont team delves into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement.

In episode 103, the Evermont Wealth team dives into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation.

In episode 102, 'Retirement Planning 101,' the Evermont team focuses on the basics of retirement planning, including 401(k) contributions, the impact of inflation, and understanding Social Security benefits.

In episode 101, the Evermont team discusses the three phases of retirement planning in detail, including the preparation, transition, and enjoyment phases.

We explore how major financial themes like inflation, interest rates, stock market performance, and geopolitical tensions affect retirement planning, investment strategies, and the broader economy.

We look at the considerations, costs, and strategies around long-term care, emphasizing the importance of early and informed planning.

This week's episode focuses on Roth and Traditional IRAs, discussing their benefits, limitations, and suitability for different financial scenarios.

This week's episode, "Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)," focuses on retirement lifestyle planning, highlighting the significance of discovering new purposes, maintaining social and physical activity, and preparing for unforeseen events.

The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any political or economic climate.

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the concept of sequence risk in retirement planning.

Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money from their retirement funds. They examine how strategies like portfolio diversification, maintaining a bigger cash reserve, and hiring a financial planner can mitigate sequence risk.

On this episode of The Retirement Plan Playbook, hosts, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, discuss the 4% withdrawal rule, a guideline that helps to craft a sustainable retirement plan.

In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future.

In this episode, we provide a comprehensive review of the financial market's performance over the past quarter.

Are you tired of earning 0% interest on your cash? Do you want to know how to make your money work for you and earn up to 5.00% APY on the cash in your bank account? In this episode, we discuss the best ways to earn interest on your cash, even if it's earning 0%. We cover everything from high-yield savings accounts to CDs to money market funds. So whether you have a little bit of cash or a lot, we have something for you. 

The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it. In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals. The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first place?

The state of the housing market continues to evolve, but one question Americans keep asking themselves remains constant: Should I be selling or buying a home right now? In this episode, RPA Wealth delves into the state of the housing market in California and how interest rates are affecting it. The episode begins with an overview of the current state of the housing market and a discussion about what is contributing to the high demand for housing.

The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin! Needless to say, there’s a lot going on in the financial world right now, and RPA Wealth is ready to dive right into it. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss some of the hottest headlines in the financial industry by sharing their insights, making educated predictions, and so much more!

Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement? In this episode, Marissa Almendarez is on the show to discuss the different ways you can start implementing physical activity into your day, whether you are in your 20s, 50s, and even 80s!