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 May 23, 2024
Thursday May 23, 2024
The 'Retirement Plan Playbook' podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, provides a deep dive into investment strategies, retirement planning, and current events to help listeners build a robust retirement playbook.
In this episode, they focus on the basics of retirement planning, including 401k contributions, the impact of inflation, and understanding Social Security benefits. They also discuss the significance of adjusting investment strategies over time and the importance of consulting with a certified financial planner for a customized retirement plan.
Additionally, they touch on Netflix securing NFL rights, strategies for saving money in a high inflation environment, and share their personal recommendations on Evermont Wealth hats and merchandising.
02:06 The Roast of Tom Brady: A Hilarious Recap
05:12 Navigating Inflation and Money-Saving Tips
12:22 Netflix's Strategic Moves in Sports Broadcasting
16:48 Netflix's Content Strategy vs. Competitors
17:08 Diving Into Retirement Planning: The Basics
17:20 Maximizing Your 401k: Strategies and Tips
24:08 Investment Strategies: Stocks, Bonds, and Beyond
28:23 Understanding Social Security Benefits
34:05 Evermont Wealth's Merchandise Talk
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