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Conteúdo fornecido por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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You Can’t Make This Up
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At the dawn of the social media era, Belle Gibson became a pioneering wellness influencer - telling the world how she beat cancer with an alternative diet. Her bestselling cookbook and online app provided her success, respect, and a connection to the cancer-battling influencer she admired the most. But a curious journalist with a sick wife began asking questions that even those closest to Belle began to wonder. Was the online star faking her cancer and fooling the world? Kaitlyn Dever stars in the Netflix hit series Apple Cider Vinegar . Inspired by true events, the dramatized story follows Belle’s journey from self-styled wellness thought leader to disgraced con artist. It also explores themes of hope and acceptance - and how far we’ll go to maintain it. In this episode of You Can't Make This Up, host Rebecca Lavoie interviews executive producer Samantha Strauss. SPOILER ALERT! If you haven't watched Apple Cider Vinegar yet, make sure to add it to your watch-list before listening on. Listen to more from Netflix Podcasts .…
Retirement Plan Playbook
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Conteúdo fornecido por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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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118 episódios
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Conteúdo fornecido por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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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118 episódios
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Retirement Plan Playbook
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1 Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (ep. 117) 46:31
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In this episode of the Retirement Plan Playbook , Brent Pasqua, Matthew Theal, and Joshua Winterswyk explore whether 2025 is shaping up to be one of the best years to retire. With strong market performance, rising Social Security benefits, and the continued evolution of AI, this year presents unique opportunities—and challenges—for those considering retirement. What we cover in this episode: 🔥 Market momentum & economic stability – Is now the right time to retire? 💰 The impact of inflation & government spending cuts – How does it affect retirement income? 🏡 Housing & mortgage trends – Should you sell or stay put? 🧠 AI & workplace shifts – Will AI change the job market and influence retirement decisions? 📉 Windfall Elimination Provision changes – How will it impact government pension holders? Plus, we discuss: 🎤 Golf tournament experiences & Super Bowl reactions 🍔 AI-powered recipe searches & the future of tax filing automation ⚡ Tech recommendations, including air fryers & must-have gadgets for parents 👉 Thinking about retiring or optimizing your financial plan? Visit www.evermont.com for a complimentary consultation. 📲 Subscribe & leave a review! Stay ahead in your retirement journey with expert insights, real-world strategies, and engaging financial discussions.…
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Retirement Plan Playbook
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1 2025 Market Preview – Fires, Inflation, and AI’s Role in the Economy (Ep. 116) 45:28
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In this episode of the Retirement Plan Playbook , Brent Pasqua, Matthew Theal, and Joshua Winterswyk dive into what 2025 has in store for the economy, markets, and retirement planning. From navigating California’s devastating wildfires to discussing inflationary trends and the impact of AI on technology and investments, this conversation is packed with timely insights and actionable advice. Here’s what we cover: The aftermath of California wildfires: Community impact and recovery challenges Inflation concerns, interest rates, and their effect on retirement planning 2025 market outlook: Why experts are optimistic despite volatility AI as a driver for innovation and market growth: Is it the “new internet moment”? Trade, tariffs, and the new administration’s impact on market trends Plus, we share personal health tech tips, investment strategies, and predictions for the year ahead. If you’re looking to stay ahead in your retirement planning and understand the forces shaping this year’s economy, this episode is for you. Contact Us: 📞 Call us at 909-296-7977 🌐 Visit www.evermont.com for a complimentary consultation Don’t forget to subscribe and leave a review. Let us help you build a better future, one episode at a time.…
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Retirement Plan Playbook
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1 End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115) 45:02
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In this final episode of 2024, Brent Pasqua and Matthew Theal take a reflective dive into the major events and financial highlights of the year. From top year-end planning strategies to the evolution of AI and its impact on finance, this episode is packed with actionable advice and thought-provoking discussions. They also share personal anecdotes, client success stories, and exciting plans for 2025. Tune in for insights that will help you close out the year strong and set the stage for success in the year ahead! Timestamps: [00:00:00] Welcome and End-of-Year Announcements [00:02:00] The Claremont Wine Walk: A Community Engagement Highlight [00:05:00] Year-End Financial Planning Strategies Maxing out 401(k) contributions Tax loss harvesting tips [00:11:00] Rebalancing Your Portfolio and Taking RMDs [00:13:00] The Importance of Updating Your Estate Plan [00:14:00] The Case for Gifting: How to Share Wealth Strategically [00:16:00] Reflecting on 2024: Market Trends, AI, and Political Events [00:24:00] Financial Lessons from Elon Musk and Technological Breakthroughs [00:27:00] Bitcoin and Crypto in 2024: ETF Approval and Market Growth [00:28:00] Cancer Vaccine Innovations: A Look at Biotech Progress [00:32:00] Family and Gift Ideas: What’s Hot This Holiday Season [00:41:00] Closing Remarks and New Year Wishes Thank you for joining us throughout 2024. We’ll be back in 2025 with more insights, strategies, and exciting new content! Happy holidays! Resources Mentioned: Evermont Wealth Website: www.evermont.com Complimentary Consultation: Call us at (909) 296-7977 Learn more about retirement planning at retirementplanplaybook.com Don’t forget to subscribe to The Retirement Plan Playbook for more expert financial insights and actionable strategies.…
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Retirement Plan Playbook
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1 The Stock Market, Bitcoin, and Retirement Planning (Ep.114) 41:52
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In this episode of The Retirement Plan Playbook , Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth take you on a comprehensive journey through the world of financial planning, the current stock market landscape, and the evolving role of Bitcoin as an investment asset. Key topics include: Stock Market Trends: Insights into the S&P 500’s performance and strategies for managing portfolio gains as the year wraps up. Bitcoin’s Bull Run: A detailed discussion about Bitcoin’s historic rise, its growing institutional backing, and how it could fit into your investment strategy. Rental Properties vs. Bonds: Why traditional rental property investments might not make sense in today’s market and how Treasury Bills offer an alternative for steady returns. Year-End Tax and Rebalancing Strategies: Practical tips for rebalancing your portfolio, taking profits, and preparing for tax season. Personal Insights: Fun anecdotes from the hosts, including Brent’s journey as a new “dog dad” and tips for holiday decorations. Whether you're a seasoned investor or just starting to plan for retirement, this episode is packed with valuable advice and actionable tips to help you navigate today’s complex financial landscape. Key Quotes: “When you see new market highs, it's not a reason to sell—it's often a reason to buy.” “Bitcoin is evolving into a legitimate financial asset, akin to digital gold.” “The math just isn’t adding up for rental properties in this market.” Resources Mentioned: Evermont Wealth Website: www.evermont.com Complimentary Consultation: Call us at (909) 296-7977 Learn more about retirement planning at retirementplanplaybook.com Don’t forget to subscribe to The Retirement Plan Playbook for more expert financial insights and actionable strategies.…
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Retirement Plan Playbook
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1 The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113) 31:57
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In this episode, Brent, Matthew, and Joshua dive into the 2024 election results and discuss how the political changes may impact financial markets, investment strategies, and retirement planning. From analyzing tax implications to exploring market shifts, they offer insights to help listeners make sense of the evolving financial landscape. [00:01:00] Introduction to the Election and Market Sentiment The team discusses initial reactions to the election results. Observations on the impact of leadership changes on investor confidence. [00:04:30] Polling Surprises and Election Trends A look at surprising poll results and prediction markets. Analysis of how the election outcomes differ from expectations. [00:08:00] Financial Market Response: Stocks, Banks, and More Insight into why bank stocks surged post-election. Sectors that may benefit from policy shifts, including banking, value stocks, and technology. [00:15:00] Potential Tax Changes and Policy Shifts How anticipated changes in tax policies could impact portfolios. Estate tax discussions and the broader implications for high-net-worth individuals. [00:20:00] Key Concerns: Inflation, Tariffs, and Economic Growth Discussion on possible inflation trends and tariff impacts. Exploring potential inflation control strategies and how they could affect future markets. [00:28:00] Closing Thoughts and Market Outlook Brent, Matthew, and Joshua provide their final takes on the election’s long-term implications. What investors should consider in their financial plans amid these political changes. Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Gifting and Inheritance Strategies for Families (Ep.112) 52:27
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In this episode, the hosts dive deep into the importance of gifting and inheritance strategies. They explore how families can effectively transfer wealth, minimize tax burdens, and create meaningful impact through well-timed gifts. They also discuss the psychological and emotional aspects of giving and how to approach conversations around wealth transfer with loved ones. Key Topics Covered: World Series Discussion The hosts kick off the show with a light discussion about the Dodgers’ return to the World Series and how baseball brings joy and nostalgia. Negativity and Financial Media Brent, Matthew, and Josh discuss the pervasive negativity in both the media and in personal financial perspectives, particularly how clients often assume the worst, even when their portfolios are doing well. Gifting and Generational Wealth Transfer The conversation shifts to the main topic: gifting. The hosts discuss the emotional reluctance many older clients feel when it comes to gifting money to their children, and how families often struggle with the idea of wealth transfer. Strategies for Effective Gifting The hosts explain strategies to minimize taxes when gifting, including gifting shares with low-cost bases to children in lower tax brackets. They also highlight the benefits of front-loading 529 plans for education savings. Encouraging Gifting as a Positive Legacy Brent emphasizes the importance of not only gifting financially but also creating shared experiences. He encourages older generations to consider family vacations or experiences while they’re still able to enjoy them together. How to Start Conversations Around Gifting Joshua raises the point that families often don’t communicate enough about finances, which can lead to missed opportunities. The hosts offer advice on how to initiate these important discussions with parents or grandparents. Practical Gifting Examples and Financial Planning Insights Real-life examples of clients who have successfully used gifting strategies are discussed. The team also explains how to integrate gifting into an overall financial plan without disrupting the retirement lifestyle of the giver. Wrap Up and Recommends The hosts wrap up the show with a positive message about the benefits of well-planned gifting, both financially and emotionally. They also share their personal recommendations, including holiday lights and technology tips. Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111) 47:51
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Hosts Brent, Matthew, and Josh introduce the show, focusing on investment strategies, retirement planning, and current events. They discuss the importance of adaptability in volatile times, especially during political and economic uncertainty. [00:01:00] - Social Media and Distractions - The team discusses the distractions of social media platforms like Facebook, Instagram, and TikTok, highlighting how modern social media can clutter your life and be a source of misinformation. [00:03:30] - Political Events and Market Volatility - Discussion about the recent dock strike, unrest in the Middle East, and how these geopolitical events spooked the market. - Impact on oil prices and how the market reacts to major global events. [00:07:00] - Election Talk: Trump vs. Harris - The team dives into the upcoming election, debating whether the election results will have significant effects on the market. - Mention of Vegas odds favoring Trump by 3%, followed by speculation on how political changes could impact future market performance. [00:10:30] - Does Politics Really Affect the Market? - Brent and Matthew share historical data on how the market performs under Democratic versus Republican presidencies. - Key stat: Staying invested through different political regimes yields better long-term results than trying to time the market based on elections. [00:14:00] - How Presidents Impact Market Performance - Analysis of market performance under different presidents, including Bush, Obama, Clinton, and Reagan. - Discussion on how long it takes for presidential policies to affect the market and how much control a president really has over economic outcomes. [00:19:00] - Volatility Before and After Elections - The hosts discuss how volatility spikes before elections, especially in September and October, and how markets tend to calm down after elections through Inauguration Day. [00:21:00] - Diversification and Safe Haven Assets - The team stresses the importance of maintaining a diversified portfolio during times of uncertainty, with safe haven assets like gold and treasury bonds being key components. - Matthew's take on investing in gold, and whether physical gold or gold ETFs are better options. [00:26:00] - Thematic and Political ETFs - The hosts introduce the concept of political and thematic ETFs, where you can invest in companies based on states or political ideologies, like the Texas-only ETF. - Insight into how political themes can influence stock performance and fund creation. [00:30:00] - Election Investment Strategies - Josh shares practical strategies for navigating election-related uncertainty, such as staying diversified, investing in safe havens, and adjusting portfolio allocations as needed. [00:33:00] - Betting on States: Texas vs. California - Fun debate on which states would be better for long-term investment, particularly with many companies leaving California for Texas. [00:35:00] - The Role of Behavioral Investing - The team discusses how investing behaviorally, with moves like allocating 5-10% of portfolios into gold or state-based funds, can psychologically relieve concerns during election periods. [00:36:00] - Wrapping Up: Diversification is Key - Final thoughts on the importance of staying invested and diversified through elections, global crises, and market volatility. Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110) 47:43
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Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference, the largest gathering of financial advisors and FinTech leaders. Hosted by seasoned financial planners Brent Pasqua, Matthew Theal, and Joshua Winterswyk, this episode delivers key insights on the latest advancements in AI, wealth management technologies, and strategies for staying ahead in a rapidly changing world. [00:00] - Introduction: Hosts Brent, Matthew, and Joshua introduce the episode and discuss the Future Proof Conference. [00:01:30] - Overview of the Future Proof Conference: Importance of the event and its focus on cutting-edge FinTech. [00:02:30] - The Conference Experience: The beachside location and ease of attending close to home. [00:03:30] - Major Themes: AI advancements, new technologies, and tools for financial advisors. [00:05:00] - Networking and Learning from Vendors: Value of in-person meetings with vendors and its impact on client services. [00:06:00] - Notable Speakers: Insights from key industry figures like Jeffrey Gundlach and Dan Ives. [00:08:30] - The Role of Technology and AI: AI's role in wealth management over the next 2-3 years. [00:10:00] - Recap of Key Speakers: Takeaways from prominent speakers and their contrasting views. [00:12:00] - CNBC Moment: Brent shares a personal story of being on CNBC during the live broadcast. [00:14:00] - Financial Markets & Federal Reserve: Discussion on interest rate cuts and their impact. [00:16:30] - Real Estate and Bond Markets: The impact of rate cuts on real estate and bond markets. [00:22:00] - Apple Event Recap: Reflections on Apple's latest iPhone and AI features. [00:29:00] - Purchasing an iPhone: Best practices for buying a new iPhone. [00:33:00] - Annuities: Pros, cons, and how annuities are often mis-sold. [00:39:00] - Final Thoughts on Annuities: Appropriate uses for annuities and warnings on aggressive sales tactics. [00:42:00] - Recommendations of the Week: Joshua recommends upgrading to the new iPhone; Brent suggests adding electrolytes for hydration, Matthew suggest Camphor. Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109) 36:04
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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates. The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations. 00:37 Hawaii Vacation Recap 05:25 Unexpected Apple Charges 13:28 Kamala Harris's Capital Gains Proposal 20:58 Seasonal Trends in the Stock Market 25:22 Federal Reserve Rate Cuts 27:53 Financial Planning Breakfast Event 30:02 NFL Season Predictions 31:13 Evermont Recommends Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Understanding the Stock Market Drop (Ep. 108) 34:45
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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk delve into the complexities of the current stock market drop and its implications for the rest of the year. They analyze the recent market volatility, discussing the significant events such as an assassination attempt on Donald Trump, Biden's drop from the race, and the Japanese market crash. The trio offers comprehensive insights into how these factors contribute to market fluctuations and provide strategies on handling investments during such turbulent times. Additionally, the episode touches on global market interconnections, upcoming potential rate cuts by the Federal Reserve, and the importance of diversification to mitigate risks. The discussion also includes lighter moments, reflecting on the Olympics, LA's future host status, and personal recommendations for a well-rounded lifestyle. 01:06 Olympics Recap and Personal Reflections 04:52 Market Volatility and Economic Concerns 07:31 Tech Sector Analysis and Future Outlook 16:27 Federal Reserve's Rate Cut Speculations 16:49 Market Reactions and Economic Data 19:08 Investor Strategies Amidst Economic Uncertainty 19:54 Global Market Impacts and Diversification 22:09 Understanding the Yen Carry Trade 23:39 Managing Emotions and Market Timing 30:00 Market Recovery and Election Year Trends 30:37 Personal Recommendations and Final Thoughts Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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In this episode of the Retirement Plan Playbook, financial planners Matthew Theal and Joshua Winterswyk from Evermont Wealth discuss the importance of teaching children about money. They provide practical tips for instilling financial literacy at different ages—from toddlers to adult children. The episode also touches on current market events, including the implications of a recent software crash by CrowdStrike and rising past due credit card balances. The hosts emphasize the importance of building emergency funds, understanding credit, and starting retirement savings early. Additionally, they recommend watching the Olympics Gold Zone and a trip back to the movies with 'Twisters.' 00:00 Catch-Up and Personal Updates 01:19 Introduction to the Retirement Plan Playbook 02:17 Teaching Kids About Money 03:32 Olympics 05:06 CrowdStrike Incident 08:28 Credit Card Balances and Economic Concerns 09:54 Stock Market Update and Political Uncertainty 12:53 Financial Literacy for Kids 18:44 Teaching Kids About Money: Allowance and Savings 19:03 Bank Visits and Financial Literacy for Preteens 20:41 Understanding Credit and Taxes for Teens 23:54 Gamifying Financial Education for Kids 26:21 Financial Planning for Adult Children 31:44 Saving and Retirement Planning 35:07 Evermont Recommends: Entertainment and More Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Creating a Personal Investment Philosophy (Ep. 106) 32:25
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In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy. They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies. The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike. They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments. 00:22 Summer Plans and Personal Updates 01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts 05:38 Costco Membership Fee Increase 07:06 Creating Your Personal Investment Philosophy 08:55 Investment Strategies and Risk Tolerance 17:34 The Importance of Staying Invested 27:38 RPA Recommends: Social Media and AI Tools 31:11 Closing Thoughts and Contact Information Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 What’s Your Number? Do I Have Enough to Retire? (Ep. 105) 40:33
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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua and Matthew Theal of Evermont Wealth delve into comprehensive retirement planning and investment strategies. The discussion addresses crucial questions about how much money is needed to retire comfortably. They analyze market trends, such as the performance of major stock indices, the impact of emerging technologies like AI, and the fluctuations of stocks like Nvidia, Apple, and Tesla. The team also explores essential factors affecting retirement savings, including retirement age, lifestyle choices, health considerations, and income sources. They offer tools and strategies like the 4% withdrawal rule and online calculators to help predict and achieve retirement goals. 00:37 Hosts Introduction and Episode Overview 01:23 Political Commentary and Debate Discussion 05:05 Market Update 09:39 Tesla's Comeback and Future Prospects 12:38 Retirement Planning Corner: What's Your Number? 21:13 Planning for Lavish Retirement Trips 22:39 Healthcare Costs in Retirement 24:33 Income Sources in Retirement 26:25 Calculating Your Retirement Number 28:33 Using Online Calculators and Advisors 30:32 Personal Retirement Goals 34:20 Recommendations and Plugs 38:49 Conclusion and Final Thoughts Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Tax-Efficient Bucket and Distribution Planning (Ep. 104) 42:29
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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies. They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets. They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features 00:00 Introduction 02:02 The Importance of Updating Beneficiaries 03:28 CPI Updates and Federal Reserve Insights 08:44 Apple's WWDC 24: New AI Features 15:51 Retirement Planning Corner: Bucket Strategy 23:23 Choosing the Right Investments for Each Bucket 24:06 Managing Emotions and Trusting the Process 24:54 Tax Efficiency in Bucket Strategy 27:24 The Importance of Having Multiple Buckets 32:46 Distribution Planning and Roth Conversions 35:14 Simplifying Bucket Planning 37:16 Evermont Recommends: Entertainment and Style Tips 40:13 Conclusion and Contact Information Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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Retirement Plan Playbook
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1 Inflation Survival Guide: Smart Money Saving Strategies (Ep.103) 43:19
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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk from Evermont Wealth dive into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation. They also provide insights into the current stock market, including Nvidia's 10-for-1 stock split and the SEC's shift to a T+1 settlement cycle. Additionally, the hosts share personal anecdotes on reducing expenses and discuss the significance of consumer sentiment polls in shaping economic viewpoints. The episode aims to equip listeners with practical financial advice for navigating economic complexities and optimizing their retirement plans. 00:39 Smart Money Saving Strategies 01:37 Little League Triumphs and Lessons 03:14 Nvidia's Stock Split 07:16 SEC's New Settlement Cycle Rule 11:08 American Economic Sentiment and Media Influence 17:44 Retailers Cutting Prices Amidst Inflation 22:39 Understanding Inflation and Budgeting Strategies 25:16 Tackling Major Expenses 26:11 Reevaluating Monthly Subscriptions 28:32 The Convenience of Online Shopping 33:19 Smart Utility Savings 35:00 Negotiating Service Contracts 38:45 Recommendations Connect with Evermont Wealth: matthew@evermont.com joshua@evermont.com (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth…
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