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.
Episodes
Thursday Jan 30, 2025
Thursday Jan 30, 2025
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk dive into what 2025 has in store for the economy, markets, and retirement planning. From navigating California’s devastating wildfires to discussing inflationary trends and the impact of AI on technology and investments, this conversation is packed with timely insights and actionable advice.
Here’s what we cover:
- The aftermath of California wildfires: Community impact and recovery challenges
- Inflation concerns, interest rates, and their effect on retirement planning
- 2025 market outlook: Why experts are optimistic despite volatility
- AI as a driver for innovation and market growth: Is it the “new internet moment”?
- Trade, tariffs, and the new administration’s impact on market trends
Plus, we share personal health tech tips, investment strategies, and predictions for the year ahead.
If you’re looking to stay ahead in your retirement planning and understand the forces shaping this year’s economy, this episode is for you.
Contact Us:
📞 Call us at 909-296-7977
🌐 Visit www.evermont.com for a complimentary consultation
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