Retirement Plan Playbook

Apr 25 2024 3
Retirement Plan Playbook Podcast artwork

Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.

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Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)

Apr 25 2024 44 mins  
The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone. Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during the pandemic and subsequent resumption due to client demand. They reminisce about past

Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)

Apr 11 2024 43 mins  
In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement. The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of Donald Trump's, “Truth Social”

Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)

Mar 28 2024 35 mins  
In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversations about March Madness, and then transition into hot take headlines including potential TikTok bans and an antitrust suit against Apple. The core of the episode is dedicated to unravel

Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)

Mar 14 2024 44 mins  
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth discuss investment strategies, retirement planning, and current events. The conversation kicks off with an analysis of the cryptocurrency market's recent bullish trends, particularly highlighting Bitcoin's surge following ETF announcements. The team explores

Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)

Feb 29 2024 31 mins  
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. This episode discusses the stock market, interest rates, in

Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)

Feb 15 2024 47 mins  
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,

Exploring the 4% Withdrawal Rule (Ep.94)

Feb 01 2024 41 mins  
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. The rule suggests that retirees can withdraw 4% of their portfolio every year during retirement, adjusting for inflation subsequently, and the portfolio should, t

Rebranding, Market Updates and 2024 Predictions (Ep.93)

Jan 18 2024 44 mins  
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. The podcast also recaps market trends from 2023. An optimistic year that defied bearish predictions, major indexes like the S

Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)

Jul 19 2023 46 mins  
In this episode, we provide a comprehensive review of the financial market's performance over the past quarter. We begin with a discussion on: The significant drop in inflation rates, a key indicator of economic health. The Biden administration's decision to resume federal student loan payments, a move that impacts millions of borrowers. Nvidia's impressive entry into the $1 trilli

The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)

May 25 2023 47 mins  
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 will discuss the best ways to earn interest on your cash, even if it's earning 0%. We will cover everything from high-yield savings accounts to CDs to money market funds. So whether you have a littl