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 Jun 06, 2024
Thursday Jun 06, 2024
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk from Evermont Wealth dive into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation.
They also provide insights into the current stock market, including Nvidia's 10-for-1 stock split and the SEC's shift to a T+1 settlement cycle.
Additionally, the hosts share personal anecdotes on reducing expenses and discuss the significance of consumer sentiment polls in shaping economic viewpoints.
The episode aims to equip listeners with practical financial advice for navigating economic complexities and optimizing their retirement plans.
00:39 Smart Money Saving Strategies
01:37 Little League Triumphs and Lessons
03:14 Nvidia's Stock Split
07:16 SEC's New Settlement Cycle Rule
11:08 American Economic Sentiment and Media Influence
17:44 Retailers Cutting Prices Amidst Inflation
22:39 Understanding Inflation and Budgeting Strategies
25:16 Tackling Major Expenses
26:11 Reevaluating Monthly Subscriptions
28:32 The Convenience of Online Shopping
33:19 Smart Utility Savings
35:00 Negotiating Service Contracts
38:45 Recommendations
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