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 08, 2025
Thursday May 08, 2025
Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, patience, and AI-powered earnings helped investors come out ahead.
📈 Here’s what we cover:
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📰 The 90-day tariff pause that sparked a 12% S&P rally
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🧠 Why panic-selling during volatility destroys long-term wealth
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🌍 International and emerging market stocks—are they still holding up?
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🏠 Housing gridlock: Why nobody’s moving, and how to think about real estate today
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🤖 AI earnings, job growth, and economic resilience: What’s real and what’s hype?
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📊 GDP contraction vs. private investment surge—are we slowing or just adjusting?
Plus, we talk about retirement timing, recession fears, and why more people are hitting pause—not on retirement, but on making any decision at all.
👉 If you're unsure how to adjust your portfolio or plan after the tariff chaos, visit evermont.com for a free retirement consultation.
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