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 Mar 27, 2025
Thursday Mar 27, 2025
In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk cover the spring 2025 financial landscape—from filing taxes to hot market trends like gold, Chinese stocks, and AI IPOs. Whether you’re wrapping up your return or wondering where to invest next, this episode offers clarity in a time of questions.
📊 Here’s what we cover:
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🧾 Tax season tips – What you can still do before the deadline
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📈 High interest savings & unexpected tax bills – Why you might owe this year
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🔒 Proactive tax planning for 2025 – Reduce next year’s bill by starting now
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🪙 Gold & Chinese stocks – Flash in the pan or a long-term play?
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🌍 The return of international markets – Is diversification finally paying off?
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🚀 AI IPO excitement – CoreWeave is going public... is the window opening?
Plus, we debate, investing psychology, Disney vs. California Adventure, and which streaming shows are dominating right now.
👉 Want to make 2025 your most financially confident year yet? Visit www.evermont.com to schedule your complimentary consultation.
📲 Subscribe & leave a review! Stay informed and stay in control of your financial future.
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