Retirement Plan Playbook
By Matthew Theal, Brent Pasqua, Joshua Winterswyk
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 4
Reviews: 0
Episodes: 101
Description
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.
| Episode | Date |
|---|---|
|
Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
|
Apr 25, 2024 |
|
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
|
Apr 11, 2024 |
|
Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
|
Mar 28, 2024 |
|
Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
|
Mar 14, 2024 |
|
Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
|
Feb 29, 2024 |
|
Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
|
Feb 15, 2024 |
|
Exploring the 4% Withdrawal Rule (Ep.94)
|
Feb 01, 2024 |
|
Rebranding, Market Updates and 2024 Predictions (Ep.93)
|
Jan 18, 2024 |
|
Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
|
Jul 19, 2023 |
|
The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
|
May 25, 2023 |
|
Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
|
May 05, 2023 |
|
Should You Be Buying A House Right Now? (Ep. 89)
|
Apr 13, 2023 |
|
Our Take On The Silicon Valley Bank Issue (Ep. 88)
|
Mar 23, 2023 |
|
Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
|
Mar 16, 2023 |
|
Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
|
Mar 03, 2023 |
|
Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
|
Feb 16, 2023 |
|
Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
|
Feb 02, 2023 |
|
Financial Predictions For 2023 (Ep.83)
|
Jan 12, 2023 |
|
A Recap of 2022 (Ep.82)
|
Dec 22, 2022 |
|
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
|
Dec 08, 2022 |
|
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
|
Nov 25, 2022 |
|
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
|
Nov 10, 2022 |
|
Choosing A Medicare Plan With Laurie Boatman (Ep.78)
|
Oct 27, 2022 |
|
The Third Quarter Review of 2022 (Ep.77)
|
Oct 20, 2022 |
|
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)
|
Sep 29, 2022 |
|
The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
|
Sep 15, 2022 |
|
Helping Aging Parents With Finances (Ep.74)
|
Sep 01, 2022 |
|
Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)
|
Aug 18, 2022 |
|
What It Means To Be A Fiduciary (Ep.72)
|
Aug 04, 2022 |
|
How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)
|
Jul 28, 2022 |
|
Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)
|
Jul 13, 2022 |
|
Analyzing The Current State Of The Stock Market (Ep.69)
|
Jun 16, 2022 |
|
Our Onboarding Process at RPA Wealth Management (Ep.68)
|
Jun 02, 2022 |
|
What To Expect When Working with RPA Wealth Management (Ep.67)
|
May 19, 2022 |
|
Creating Client Confidence and Connection (Ep.66)
|
May 12, 2022 |
|
The Looming Recession’s Impact on Retirees (Ep.65)
|
Apr 28, 2022 |
|
Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
|
Feb 24, 2022 |
|
Ep 63: Protect Your Retirement From Inflation
|
Feb 10, 2022 |
|
Ep 62: 2022 Preview
|
Jan 27, 2022 |
|
Ep 61: 2021 Wrap Up
|
Dec 21, 2021 |
|
Ep 60: Year End Financial Planning Strategies
|
Dec 09, 2021 |
|
Ep 59: Creating A Balance Sheet
|
Nov 23, 2021 |
|
Ep 58: Amber Storms Interview
|
Nov 11, 2021 |
|
Ep 57: Cash Management For Inflation
|
Oct 28, 2021 |
|
Ep 56: Q3- Review
|
Oct 13, 2021 |
|
Ep 55: Biden‘s Tax Proposal
|
Sep 23, 2021 |
|
Ep 54: Review Your Investments
|
Sep 09, 2021 |
|
Ep 53: State Tax Strategies
|
Aug 12, 2021 |
|
Ep 52: Second Quarter Review
|
Jul 29, 2021 |
|
Ep 51: Understanding Your Risk Tolerance
|
Jul 15, 2021 |
|
Ep 50: Financial Lessons Learned
|
Jun 24, 2021 |
|
Ep 49: How To Invest $1,000,000
|
Jun 10, 2021 |
|
Ep 48: Inflation and Your Retirement Plan
|
May 27, 2021 |
|
Ep 47: How to Know When to Hire a Financial Advisor
|
May 13, 2021 |
|
Ep 46: Personal Wealth Destroyers
|
Apr 22, 2021 |
|
Ep 45: Strategies to Reduce Your Taxes
|
Apr 08, 2021 |
|
Ep 44: Are Index Funds A Good Investment?
|
Mar 25, 2021 |
|
Ep 43: What Is A Bitcoin?
|
Mar 11, 2021 |
|
Ep 42: Retiring In A Strong Economy
|
Feb 25, 2021 |
|
Ep 41: Gamestop, Reddit, And Your Retirement
|
Feb 11, 2021 |
|
Ep 40: 5 Reasons To Get A Business Valuation
|
Jan 28, 2021 |
|
Ep 39: Investment Lessons From 2020
|
Jan 14, 2021 |
|
Ep 38: Retirement In 2021
|
Nov 25, 2020 |
|
Ep 37: Election Wrap Up
|
Nov 12, 2020 |
|
Ep 36: Election FAQs
|
Oct 29, 2020 |
|
Ep 35: The Different Types Of Financial Advisors
|
Oct 08, 2020 |
|
Ep 34: Creating Your Estate Plan
|
Sep 24, 2020 |
|
Ep 33: The Post Pandemic Housing Market
|
Sep 03, 2020 |
|
Ep 32: Will The Stock Market Crash Before The Election?
|
Aug 27, 2020 |
|
Ep 31: Retirement Trends Over The Next 10 Years
|
Aug 20, 2020 |
|
Ep 30: 8 Ways To Sell Your Business
|
Jul 30, 2020 |
|
Ep 29: Is It Time For A New Financial Advisor?
|
Jul 02, 2020 |
|
Ep 28: Exit Planning
|
Jun 18, 2020 |
|
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
|
Jun 04, 2020 |
|
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
|
May 21, 2020 |
|
Ep 25: Recession Strategies For Your Retirement Account
|
May 07, 2020 |
|
Ep 24: The Long-Term Impact of COVID-19
|
Apr 23, 2020 |
|
Ep 23: CARES Act Part 2 - Business Owners
|
Apr 09, 2020 |
|
Ep 22: CARES Act Part 1 - Individuals
|
Apr 09, 2020 |
|
Ep 21: Retirement Planning Strategies In A Recession
|
Mar 26, 2020 |
|
Ep 20:What To Do When The Stock Market Declines
|
Mar 12, 2020 |
|
Ep 19: The Impact Of The Coronavirus On The Stock Market
|
Feb 26, 2020 |
|
Ep 18: Kobe Bryant & Financial Planning
|
Feb 06, 2020 |
|
Ep 17: A Decade Of Financial Planning
|
Jan 24, 2020 |
|
Ep 16: How The SECURE Act Will Impact Your Retirement In 2020
|
Jan 09, 2020 |
|
Ep 15: Financial Planning 101
|
Dec 19, 2019 |
|
Ep 14: The Mailbag Show
|
Dec 05, 2019 |
|
Ep 13: 8 Financial To-Do's Before The End Of The Year
|
Nov 21, 2019 |
|
Ep 12: DIY Retirement Plan
|
Nov 07, 2019 |
|
Ep 11: The Truth About Annuities
|
Oct 17, 2019 |
|
Ep 10: Why Business Owners Need To Get A Business Valuation
|
Oct 03, 2019 |
|
Ep #9: Should You Move Out Of California When You Retire?
|
Sep 19, 2019 |
|
Ep #8: 5 Keys To Being A Successful Investor
|
Sep 05, 2019 |
|
Ep #7: 401(k) Or IRA - Which Is Better?
|
Aug 15, 2019 |
|
Ep #6: Important Retirement Ages
|
Aug 01, 2019 |
|
Ep #5: Love or Hate - Personal Finance Rules of Thumb
|
Jul 18, 2019 |
|
Ep #4: Underdog Concepts
|
Jul 03, 2019 |
|
Ep #3: 5 Mistakes That Could Sink Your Retirement
|
Jun 17, 2019 |
|
Ep #2: Social Security Basics
|
Jun 17, 2019 |
|
Ep #1: Retirement Challenges Of Your Generation
|
Jun 17, 2019 |
|
Coming Soon - RPA Wealth Management's New Show
|
Jun 17, 2019 |