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 Jul 18, 2024
Thursday Jul 18, 2024
In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy.
They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies.
The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike.
They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments.
00:22 Summer Plans and Personal Updates
01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts
05:38 Costco Membership Fee Increase
07:06 Creating Your Personal Investment Philosophy
08:55 Investment Strategies and Risk Tolerance
17:34 The Importance of Staying Invested
27:38 RPA Recommends: Social Media and AI Tools
31:11 Closing Thoughts and Contact Information
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