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 Feb 27, 2025
Thursday Feb 27, 2025
In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk break down the biggest financial concerns shaping 2025. With economic shifts, political changes, and market volatility, investors are growing increasingly nervous—so what does it all mean for your portfolio and retirement plan?
🔍 Here’s what we cover:
- 📉 Stock market turbulence – Why are markets reacting so sharply to new policies?
- 💰 Government spending cuts & layoffs – How is Washington impacting job security?
- 🔎 Social Security fraud uncovered – A shocking look at where taxpayer dollars are going
- 🏦 Recession fears & interest rate cuts – Is the Federal Reserve about to pivot?
- 🤖 AI’s role in the economy – Will automation create more job losses or new opportunities?
Plus, we discuss the importance of reassessing your investment strategy, how to prepare for uncertainty, and why now might be a great time to rebalance your portfolio.
👉 Feeling uncertain about your retirement strategy? Visit www.evermont.com for a complimentary consultation.
📲 Subscribe & leave a review! Stay ahead of the market and your financial future with expert insights every week.
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