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 20, 2024
Thursday Jun 20, 2024
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies.
They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets.
They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features
00:00 Introduction
02:02 The Importance of Updating Beneficiaries
03:28 CPI Updates and Federal Reserve Insights
08:44 Apple's WWDC 24: New AI Features
15:51 Retirement Planning Corner: Bucket Strategy
23:23 Choosing the Right Investments for Each Bucket
24:06 Managing Emotions and Trusting the Process
24:54 Tax Efficiency in Bucket Strategy
27:24 The Importance of Having Multiple Buckets
32:46 Distribution Planning and Roth Conversions
35:14 Simplifying Bucket Planning
37:16 Evermont Recommends: Entertainment and Style Tips
40:13 Conclusion and Contact Information
Connect with Evermont Wealth:
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.