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 11, 2021
Thursday Feb 11, 2021
You probably heard all about Gamestop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Ted Cruz actually agreeing about something? Brent, Matthew, and Joshua break down this multifaceted story and cover some key lessons that we can take away from these recent events.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jan 28, 2021
Thursday Jan 28, 2021
For many business owners, their business is the largest asset that they own and it's common that they sell their company to fund retirement. But many entrepreneurs don't even know what their business is actually worth and are unable to put a solid plan together without that information. Brent, Matthew, and Joshua discuss how a business valuation creates a clear picture to see where you are now and what steps you may need to take to reach a successful retirement.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jan 14, 2021
Thursday Jan 14, 2021
As we kick off 2021, Brent, Matthew, and Joshua take a look back on the previous year and discuss some key investment lessons that 2020 brought to their attention. The guys will discuss the importance of sticking to an investment philosophy, risk tolerance, being flexible with your investments, and much more.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
Planning for retirement can feel like a daunting task to complete. The financial landscape is constantly changing and learning how to navigate the problems that come up can be challenging. But starting the retirement plan might be easier than you think. Today Brent, Matthew, and Joshua discuss some initial questions you should be asking yourself if you plan to retire in the near future.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Nov 12, 2020
Thursday Nov 12, 2020
On Saturday it was announced that Joe Biden won the election and will be the 46th president of the United States. Brent, Matthew, and Joshua reflect on the market's reaction to this news, what might be down the road, and why their philosophy on retirement planning will not change even with a new president.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Oct 29, 2020
Thursday Oct 29, 2020
The presidential election is right around the corner and many clients have wondered if this event will have a significant impact on their portfolio. Brent, Matthew, and Joshua talk about why there is no need to emotionally react to the result of this election and the importance of long-term financial planning.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Oct 08, 2020
Thursday Oct 08, 2020
When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Sep 24, 2020
Thursday Sep 24, 2020
Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your assets passed down, who is able to make decisions for you if you become incapacitated, and much more. Brent, Matthew, and Joshua talk about the basic components of an estate plan and some tips for maintaining the plan once it's established.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Sep 03, 2020
Thursday Sep 03, 2020
The Federal Reserve announced that they are going to continue to keep interest rates low for the foreseeable future. This will affect many areas of the financial world, but today we focus on how it will impact the housing market. Brent, Matthew, and Joshua will talk about the factors that have contributed to place us in a highly competitive seller's market. As well as some considerations for pre-retirees and retirees that want to move to a new location.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Aug 27, 2020
Thursday Aug 27, 2020
This year's election is only a few months away and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Brent, Matthew, and Joshua will dive into some data and take a look at how the stock market has performed under different presidents.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on employer-sponsored plans. So how will the landscape for retirement continue to move and shift? Brent, Matthew, and Joshua talk about trends that they think we will start to see in this next decade.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jul 30, 2020
Thursday Jul 30, 2020
Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jul 02, 2020
Thursday Jul 02, 2020
It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jun 18, 2020
Thursday Jun 18, 2020
There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Brent, Matthew, and Joshua talk about the important questions that need to be answered when putting together an exit plan and how to build an effective team that will help you through this process.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jun 04, 2020
Thursday Jun 04, 2020
Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew, and Joshua will discuss how bonds have been used in the past and compare it to the purpose that they serve in a retirement plan today.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday May 21, 2020
Thursday May 21, 2020
Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday May 07, 2020
Thursday May 07, 2020
When the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be the best decision. Brent, Matthew, and Josh discuss various strategies you can implement in your plan so you can make the most out of a down market.
FlavCity Youtube Channel: https://www.youtube.com/channel/UCnq1w-56tAvMdDup-CL6Vtg
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Apr 23, 2020
Thursday Apr 23, 2020
There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long-term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Apr 09, 2020
Thursday Apr 09, 2020
Last time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and Joshua talk about how small business owners can gain some relief from this new bill.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Apr 09, 2020
Thursday Apr 09, 2020
Today is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals specifically and the potential benefits you can receive.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977