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 29, 2024
Thursday Feb 29, 2024
The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any political or economic climate.
This episode discusses the stock market, interest rates, inflation in relation to the Federal Reserve's decisions, and the influence of tech companies Nvidia and Super Microcomputer on the stock market. They also touch upon a major acquisition by Capital One and delve into the complexities of making deductible IRA contributions.
00:36 Hosts' Casual Conversation and Personal Stories
03:08 Deep Dive into the CPI and Inflation
05:32 Nvidia's Earnings and Impact on the Market
09:03 Super Microcomputer: A New Player in the Market
11:41 Capital One's Acquisition of Discover Card
14:15 Jeff Bezos Selling Amazon Stock: An Analysis
17:33 Understanding IRA Contributions
18:54 The Impact of Roth IRA Contributions on IRA Eligibility
19:37 The Potential of Splitting IRA and Roth Contributions
23:59 Understanding the IRA Contribution Eligibility for Married Couples
27:06 Evermont Recommends: TV Shows and MLS Season
Connect with Evermont Wealth:
- matthew@evermont.com
- (909) 296-7977
- Evermont.com
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: Evermont Wealth
Thursday Feb 15, 2024
Thursday Feb 15, 2024
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the concept of sequence risk in retirement planning.
Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money from their retirement funds. They examine how strategies like portfolio diversification, maintaining a bigger cash reserve, and hiring a financial planner can mitigate sequence risk.
Nevertheless, they caution against relying on annuities, as they often yield poor returns.
00:02 Introduction to the Retirement Plan Playbook
02:21 Impact of Southern California’s Rain Storm
03:38 Discussing Federal Reserve Meeting and Interest Rates
09:03 Exploring the Influence of Tech Companies on Economy
13:24 Deep Dive into Sequence Risk and Retirement Planning
23:28 The Impact of Market Downturns on Retirement Portfolios
26:14 Strategies to Mitigate Sequence Risk
28:19 The Importance of Detailed Planning and Clear Communication
28:36 The Fear of Missing Out (FOMO) in Investment Decisions
29:30 The Controversy Surrounding Annuities
34:11 The Role of Financial Advisors in Retirement Planning
35:35 The Importance of Proactive Planning and Review
37:24 The Importance of Tax Planning in Retirement
38:35 Final Thoughts on Sequence Risk and Retirement Planning
40:46 Recommendations and Concluding Remarks
Connect with Evermont Wealth:
- matthew@evermont.com
- (909) 296-7977
- Evermont.com
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: Evermont Wealth
Thursday Feb 01, 2024
Thursday Feb 01, 2024
On this episode of The Retirement Plan Playbook, hosts, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, discuss the 4% withdrawal rule, a guideline that helps to craft a sustainable retirement plan. The rule suggests that retirees can withdraw 4% of their portfolio every year during retirement, adjusting for inflation subsequently, and the portfolio should, theoretically, last for 30 years.
However, the participants emphasize the complexity of the rule and the dynamic nature of the planning based on lifestyle, market conditions, taxes, and unforeseen needs. They also debate the rule’s limitations and potential misapplications, presenting a case for a personalized approach to financial management.
00:02 Introduction to the Retirement Plan Playbook
00:55 Discussion on the 4% Withdrawal Rate
01:41 Super Bowl Excitement and Predictions
04:06 Exploring the New Apple Vision Pro
08:53 Netflix's Entry into Live Sports
12:12 Understanding the 4% Rule for Retirement
21:58 The Bowling Alley Analogy: Guardrails in Financial Planning
22:31 The Importance of Flexibility in Retirement Income Planning
26:34 The Challenge of Conservative Investment and Income Approaches
28:09 The Art of Retirement Planning: Individualizing the Approach
30:33 The Impact of Taxes on Retirement Withdrawals
32:01 The Importance of Regular Financial Review and Planning
35:16 Final Thoughts on the 4% Rule and Retirement Planning
Connect with Evermont Wealth:
- matthew@evermont.com
- (909) 296-7977
- Evermont.com
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: Evermont Wealth
Thursday Jan 18, 2024
Thursday Jan 18, 2024
In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future.
The podcast also recaps market trends from 2023. An optimistic year that defied bearish predictions, major indexes like the S&P 500 and the Nasdaq saw returns of over 24 and 43% respectively.
Despite challenges like increased layoffs in a variety of sectors and potential inflation, the overarching strategy remains passive investing. In terms of what could stall the ongoing rally, factors such as increased inflation, economic slowdown, and escalation of global conflicts were identified.
The episode also highlights the approval of Bitcoin ETFs as a revolutionary step which could steer retirement planning in 2024. Brent shares his personal plan to continue building on AI-focused stocks, reflecting a widespread optimism towards AI's future. The episode concludes with some personal anecdotes and well wishes for a great year ahead.
00:01 Introduction and Welcome Back
00:28 Discussing the Rebranding from RPA to Evermont
02:46 The Importance of a Good Company Name
04:00 The Journey to the New Brand Name: Evermont
06:28 The Significance of the New Logo
06:49 Reflecting on the Rebranding Process
08:28 The Impact of the Rebranding on the Company's Future
10:45 Recapping the Market Performance in 2023
12:54 Investing Lessons from 2023
16:23 Investing Trends for 2024
21:02 Favorite Purchases of 2023
23:03 Discussing a Recent Concert Experience
23:38 Sharing Favorite NFL Team Experiences
24:46 Office Remodeling and Family Trip to Disney World
25:47 Reflecting on the Value of Experiences Over Materialistic Purchases
26:50 Predicting Market Trends for 2024
29:58 Changes in Retirement Planning in 2024
34:14 Personal Investment Strategies for 2024
38:50 Anticipated Big Purchases for 2024
42:01 Closing Thoughts and Wishes for a Prosperous Year
Connect with Evermont Wealth:
- matthew@evermont.com
- (909) 296-7977
- Evermont.com
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: Evermont Wealth
Wednesday Jul 19, 2023
Wednesday Jul 19, 2023
In this episode, we provide a comprehensive review of the financial market's performance over the past quarter.
We begin with a discussion on:
- The significant drop in inflation rates, a key indicator of economic health.
- The Biden administration's decision to resume federal student loan payments, a move that impacts millions of borrowers.
- Nvidia's impressive entry into the $1 trillion market valuation club, a testament to the growing influence of AI.
- Fidelity's filing for a spot bitcoin ETF, a move that could potentially revolutionize cryptocurrency investment.
- Apple's launch of the Vision Pro mixed reality headset, a product that could redefine the tech landscape.
- Soccer legend Lionel Messi's decision to join MLS club Inter Miami.
In our Retirement Planning Corner, we provide an overview of:
- The year-to-date returns of major indices, including the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite.
- Current interest rates, a crucial factor for investors and borrowers alike.
- The state of the stock market, with visuals to illustrate key trends and movements.
We also share our personal investment strategies and financial planning goals, offering insights into:
- Our portfolio management tactics.
- Our approaches to maximizing 401k contributions.
- Our strategies for navigating higher prices and budgeting effectively.
Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights and expert analysis on the latest market trends and financial planning strategies.
Connect with RPA Wealth Management:
Thursday May 25, 2023
Thursday May 25, 2023
Are you tired of earning 0% interest on your cash? Do you want to know how to make your money work for you and earn up to 5.00% APY on the cash in your bank account?
In this episode, we will discuss the best ways to earn interest on your cash, even if it's earning 0%. We will cover everything from high-yield savings accounts to CDs to money market funds. So whether you have a little bit of cash or a lot, we have something for you.
Matthew, Brent, and Joshua discuss:
- Matthew's new child!
- The Debt Ceiling Drama.
- Apple's new high yield savings account.
- Strategies for cash that are currently paying 5x the national average in annual interest.
- And more
Resources:
Connect with RPA Wealth Management:
Friday May 05, 2023
Friday May 05, 2023
The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it.
In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals.
The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first place?
Matthew, Brent, and Joshua discuss:
- What steps to take when you want to change a major retirement goal
- How to gauge whether your retirement goals are realistic for your situation
- The different types of retirees: the big spender, the big saver, and the fearful big spender
- The different stages of retirement and how to divide up your savings between them
- And more
Resources:
Connect with RPA Wealth Management:
Thursday Apr 13, 2023
Thursday Apr 13, 2023
The state of the housing market continues to evolve, but one question Americans keep asking themselves remains constant: Should I be selling or buying a home right now?
In this episode, RPA Wealth delves into the state of the housing market in California and how interest rates are affecting it. The episode begins with an overview of the current state of the housing market and a discussion about what is contributing to the high demand for housing.
Matthew, Brent, and Joshua discuss:
- How to find out if right now is a good time to be buying or selling your house
- What some Californians have been doing in response to the housing market and interest rates
- Why they think a “credit crunch” could be foreseeable for the American population
- Strategies to avoid making the mistake of settling for the wrong house
- And more
Resources:
- Retirement Plan Playbook: Our Take On The Silicon Valley Bank Issue (Ep. 88)
- Retirement Plan Playbook: The Looming Recession’s Impact on Retirees (Ep. 65)
Connect with RPA Wealth Management:
Thursday Mar 23, 2023
Thursday Mar 23, 2023
The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin!
Needless to say, there’s a lot going on in the financial world right now, and RPA Wealth is ready to dive right into it.
In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss some of the hottest headlines in the financial industry by sharing their insights, making educated predictions, and so much more!
Matthew, Brent, and Joshua discuss:
- Some important updates about the Silicon Valley bank issue
- What the FDIC limit is and how to find out if you are protected by it
- The landscape of the current automotive industry with the uptick of EV models
- The dangers of TikTok - to delete or not to delete?
- And more
Resources:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Thursday Mar 16, 2023
Thursday Mar 16, 2023
Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement?
In this episode, Marissa Almendarez is on the show to discuss the different ways you can start implementing physical activity into your day, whether you are in your 20s, 50s, and even 80s!
Marissa discusses:
- How to find your motivation when working out
- Her journey of becoming a personal trainer and finding her passion for healthy living
- How you can start your fitness journey today
- Some easy, implementable nutrition tips you can start doing now
- And more
Resources:
- Website: Make Good Moves
- Website: Chino Hills Personal Training
- Marissa’s Podcast: The Mixtape Talks
- Retirement Plan Playbook: Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
Connect with Marissa Almendarez:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
About our Guest:
Marissa is a fitness expert and a personal trainer who's been helping people achieve their fitness goals since 2011 with a passion for healthy living and a desire to help people find balance.
Marissa believes that fitness is a lifelong journey and strives to make sustainable changes in her clients' lives. She co-founded an event called Climb for a Cure in 2015 which later became the nonprofit, Make Good Moves, and has helped raise more than $100,000 for stage four metastatic breast cancer research awareness and patient and family support.
Marissa's also a successful entrepreneur and mentor to a team of close to over a hundred trainers, and she works through the Self-Made West Covina and Self-made Chino Hills, where she co-owns those gyms. She has a limited personal training clientele and co-hosts the Mixtape Talks podcast and social events.
Marissa recently became a mom and credits her healthy pregnancy and recovery to a lifestyle she has created for herself since 2011.
Friday Mar 03, 2023
Friday Mar 03, 2023
Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders!
In this gripping podcast episode, financial experts Matthew Theal, Brent Pasqua, and Joshua Winterswyk dive deep into the world of bond ladders, revealing everything you need to know to make an informed decision for your retirement plan.
In this episode:
- Discover the power of bond ladders in safeguarding your finances
- Gain an insider's perspective on the current state of the American economy
- Learn how to incorporate bond ladders into your retirement plan for long-term success
- Find out how to avoid inflation risks and protect your investments
- Empower yourself with the knowledge to make informed and confident decisions for your retirement plan
Resources:
Connect with RPA Wealth Management:
Thursday Feb 16, 2023
Thursday Feb 16, 2023
Tax season is just around the corner, and it can be stressful for many.
As tax season rapidly approaches, the mere thought of it may trigger anxiety for many.
But fear not, because, in this highly informative episode, you'll hear from tax expert Amber M. Storms, EA, alongside financial advisors Matthew Theal, Brent Pasqua, and Joshua Winterswy. They’ll equip you with the essential knowledge and valuable strategies to successfully maneuver through this tax season. Get ready to learn about crucial dates and deadlines, potential pitfalls to avoid, and savvy deductions that can significantly lower your tax bill. Don't miss out on this empowering episode to take control of your taxes and feel confident about your financial future.
In this episode:
- Discover the latest due dates for filing your tax return and stay ahead of the game
- Learn why it’s crucial not to file too early before receiving all the essential forms
- Avoid misreporting income and other common mistakes taxpayers often make during tax preparation
- Unlock the potential of itemized deductions by exploring the various types of expenses eligible for a deduction, including charitable donations, medical expenses, and state and local taxes
- And many more insightful tips and tricks to help you make the most of this tax season
Resources:
Connect with Amber:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
About Amber: Amber M. Storms, EA, has been providing tax preparation, advocacy, and planning for 11 years. As an Enrolled Agent, she has the highest credential awarded by the IRS, can practice in any state, and can represent any taxpayer before the IRS.
Amber understands that taxes can be overwhelming, and her goal is to help clients navigate the process by breaking down complex subjects into plain language. She sees each taxpayer’s situation as unique and is intent on finding a personalized solution for each client.
Amber is a member of the California Society of Enrolled Agents, Inland Empire Chapter. She has volunteered for the VA Loma Linda and California Emergency Nurses Association.
Thursday Feb 02, 2023
Thursday Feb 02, 2023
Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days.
And now, we want to help you plan your dream getaway.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a luxury travel agent at SmartFlyer about her insights on how to make the most of your golden years by planning the ultimate vacation. She also shares some traveling tips for enjoying your vacation.
Kaitlan discusses:
- How to discover where you want to take your next vacation
- What sparked her passion to help others make travel plans and her story of starting her own travel agency
- How she was able to pivot her business model during the pandemic
- What cities she would recommend to you based on your personal preferences
- And more
Resources:
Connect With RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Connect With Kaitlan Whitteberry:
- +1 (972) 977-5059
- kaitlan.w@smartflyer.com
- Whit Travel Co.
- LinkedIn: Kaitlan Whitteberry
- Instagram: Kaitlan Whitteberry
About Our Guest:
Kaitlan Whitteberry, founder of WHIT TRAVEL Co., has been exploring the globe since she was a young child, and her love for the wondrous corners of this world has only grown stronger with time.
After a summer abroad, and ticking country number 30 off her list, she knew she wanted to share her knowledge with others as passionate about the world as she is.
She is dedicated to creating bespoke travel experiences for each of her clients, and focuses on crafting trips which highlight the features that make each destination sing.
The team at WHIT TRAVEL believes that the world is meant to be explored, and we want to help you get there. Whether there is surfing on a sunny beach in Bali or strolling through a souk market in Morocco. We live for the love of travel.
Thursday Jan 12, 2023
Thursday Jan 12, 2023
A new year, and a new financial outlook!
Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear market.
Matthew, Brent, and Joshua discuss:
- The recently passed Secure Act 2.0 is and how it can affect your retirement plans
- The end of China’s “Zero Covid Mandate” and how this event could affect North America’s economy
- Going into 2023 in a bear market and what that means for investors
- Why and how you should change your expectations when investing in a bear market
- And more
Resources:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Thursday Dec 22, 2022
Thursday Dec 22, 2022
2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts.
In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this information to help you better understand what you can expect in the new year.
Matthew, Brent, and Joshua discuss:
- Stats about this year’s Black Friday sales and what it can tell you about the economy
- What inflation could look like on the horizon of 2023
- Why the recent Covid-19 lockdowns in China are affecting international economies
- Why the Federal Reserve is rooting for the stock market to fall even further
- And more
Resources:
Connect With RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Thursday Dec 08, 2022
Thursday Dec 08, 2022
You’ve found it. Everything you need to know about real estate investing, all in one place.
In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a delaware statutory trust is, and so much more!
Jay discusses:
- What a 1031 exchange is in the real estate industry and how they work
- How he can help real estate investors grow and enhance their business strategy
- What a Delaware Statutory Trust (DST) is and how they can enhance your real estate investing experience
- What to consider before becoming a landlord
- And more
Resources:
Connect With RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Connect With Jay Frank:
About Our Guest:
Jay Frank is the president of Cantor Fitzgerald Asset Management and Chief Operating Officer of Cantor Fitzgerald Investment Management. Jay has spent the last 16 years focused on the real estate assets and alternative investment industries.
He works closely with financial advisors on the implementation of sophisticated real estate solutions, including 1031 exchanges and tax deferred exchanges.
Friday Nov 25, 2022
Friday Nov 25, 2022
With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to increase investment returns, ensure families are financially protected and decrease taxable income through investment and retirement tax returns.
Matthew, Brent, and Joshua discuss:
- Why is current spending contributing to an increase in household debt
- How US treasury securities can help maximize liquidity and increase interest on uninvested cash
- The importance of updating beneficiaries and insurance to provide protection for the next generation
- How 401(k) and taxable brokerage accounts can reduce your taxes before the new year
- And more
Connect With RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Thursday Nov 10, 2022
Thursday Nov 10, 2022
There is a lot going on in the stock market and investing industry right now.
That’s why we are your go-to resource when it comes to the hot take headlines in the investing world.
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some of the most relevant headlines you should know as you head into the holiday season and as you monitor your portfolio.
Matthew, Brent, and Joshua discuss:
- The unusual coincidence of how the Philadelphia Phillies baseball team seems to affect the stock market
- Why tech companies are struggling with poor performance and growth and how that affects your portfolio
- Some insight about whether we are heading into a further downturned market
- If midterm elections actually affect stock market performance
- And more
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Thursday Oct 27, 2022
Thursday Oct 27, 2022
Unfortunately, the chances of you needing medical attention increase as the years progress.
So what can you do to prepare for this?
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Laurie Boatman, a licensed, trained and certified independent insurance agent to discuss the topic of Medicare. She will help you better understand the Medicare enrollment process whether you are approaching the retirement age or preparing for medical expenses that may come up.
Laurie discusses:
- Defines what Medicare is and why it was introduced
- How she helps people find the right Medicare Insurance Plan
- What age you should enroll in a Medicare plan and when the enrollment period is
- How to enroll in a Medicare plan
- And more
Resources:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
Connect with Laurie Boatman:
- 949-735-4486
- LinkedIn: Laurie Boatman
About Our Guest:
As a licensed, trained, and certified agent with major insurance companies, Laurie helps make the transition to Medicare easy to navigate and understand!
Laurie provides the knowledge so you can make the best choice for you and your situation. Trying to decide between Medicare only, a Medicare Advantage plan, or a Medicare/Medigap Supplemental plan. What about Prescription Drug plans?
What starts out as stressful, and confusing, becomes clear and simple! Laurie is here to help answer your questions and walk you through the process. It is of great value to seek help from an agent who specializes in Medicare that will guide you, whether you are just turning 65 or after.
Thursday Oct 20, 2022
Thursday Oct 20, 2022
As we’ve said before, everyone is feeling the effects of inflation.
But who is inflation affecting the most?
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some key updates about recent increases in Social Security and Medicare and some statistics about how the stock market did in the second quarter of 2022.
Matthew, Brent, and Joshua discuss:
- How inflation is affecting people similar to their client demographic
- Updates about Social Security and Medicare increases
- How the stock market has done in the second quarter of 2022
- What you have to look forward to and be optimistic about during peak inflation
- And more
Resources:
Connect with RPA Wealth Management:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management