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