Retirement Plan Playbook  Por  arte de portada

Retirement Plan Playbook

De: Matthew Theal Brent Pasqua Joshua Winterswyk
  • Resumen

  • 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.
    Copyright RPA Wealth Management
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Episodios
  • Creating a Personal Investment Philosophy (Ep. 106)
    Jul 18 2024

    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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    32 m
  • What’s Your Number? Do I Have Enough to Retire? (Ep. 105)
    Jul 4 2024

    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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    41 m
  • Tax-Efficient Bucket and Distribution Planning (Ep. 104)
    Jun 20 2024

    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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    42 m

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