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