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 Jul 04, 2024
Thursday Jul 04, 2024
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua and Matthew Theal of Evermont Wealth delve into comprehensive retirement planning and investment strategies.
The discussion addresses crucial questions about how much money is needed to retire comfortably.
They analyze market trends, such as the performance of major stock indices, the impact of emerging technologies like AI, and the fluctuations of stocks like Nvidia, Apple, and Tesla.
The team also explores essential factors affecting retirement savings, including retirement age, lifestyle choices, health considerations, and income sources. They offer tools and strategies like the 4% withdrawal rule and online calculators to help predict and achieve retirement goals.
00:37 Hosts Introduction and Episode Overview
01:23 Political Commentary and Debate Discussion
05:05 Market Update
09:39 Tesla's Comeback and Future Prospects
12:38 Retirement Planning Corner: What's Your Number?
21:13 Planning for Lavish Retirement Trips
22:39 Healthcare Costs in Retirement
24:33 Income Sources in Retirement
26:25 Calculating Your Retirement Number
28:33 Using Online Calculators and Advisors
30:32 Personal Retirement Goals
34:20 Recommendations and Plugs
38:49 Conclusion and Final Thoughts
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