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
Friday May 05, 2023
Friday May 05, 2023
The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it.
In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals.
The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first place?
Matthew, Brent, and Joshua discuss:
- What steps to take when you want to change a major retirement goal
- How to gauge whether your retirement goals are realistic for your situation
- The different types of retirees: the big spender, the big saver, and the fearful big spender
- The different stages of retirement and how to divide up your savings between them
- And more
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