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