Retirement Plan Playbook

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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 Apr 11, 2024

Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)

Thursday Apr 11, 2024

In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement.

The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of Donald Trump's, “Truth Social” SPAC offering under the ticker symbol DJT.

The core of the show is an extensive look at the considerations, costs, and planning strategies around long-term care, emphasizing the importance of early and informed planning to secure a comfortable and worry-free retirement.

01:19 Baseball Season Banter: Angels' Woes

03:57 Sam Bankman-Fried's Sentence: A Deep Dive into the FTX Saga

09:13 The Trump SPAC and Truth Social: Investment or Political Contribution?

13:48 Navigating Long-Term Care Costs in Retirement Planning

21:08 Exploring Self-Insurance and Out-of-Pocket Care Costs

24:32 Challenges and Trust Issues with Long-Term Care Policies

26:24 Alternative Strategies for Long-Term Care Planning

28:29 Utilizing Home Equity and Other Assets for Long-Term Care

31:44 Creating a Personal Long-Term Care Fund

37:35 Evermont Recommends

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