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 Sep 12, 2024
Thursday Sep 12, 2024
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates.
The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations.
00:37 Hawaii Vacation Recap
05:25 Unexpected Apple Charges
13:28 Kamala Harris's Capital Gains Proposal
20:58 Seasonal Trends in the Stock Market
25:22 Federal Reserve Rate Cuts
27:53 Financial Planning Breakfast Event
30:02 NFL Season Predictions
31:13 Evermont Recommends
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