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 12, 2023
Thursday Jan 12, 2023
A new year, and a new financial outlook!
Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.
Matthew, Brent, and Joshua discuss:
- The recently passed Secure Act 2.0 is and how it can affect your retirement plans
- The end of China’s “Zero Covid Mandate” and how this event could affect North America’s economy
- Going into 2023 in a bear market and what that means for investors
- Why and how you should change your expectations when investing in a bear market
- And more
Resources:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
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