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 12, 2020
Thursday Mar 12, 2020
Join Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use to minimize the downside and actionable tips for retirees.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Wednesday Feb 26, 2020
Wednesday Feb 26, 2020
Brent, Matthew & Joshua discuss the stock market decline, the risks of the Coronavirus and stocks that are moving up because of the threat.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Feb 06, 2020
Thursday Feb 06, 2020
We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant tragedy.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Friday Jan 24, 2020
Friday Jan 24, 2020
Join financial advisors Brent, Matthew and Joshua as they reflect on their personal financial plans. Topics Discussed: starting a business, saving for retirement, buying a home and changing a career.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Jan 09, 2020
Thursday Jan 09, 2020
The new year brings new changes to retirement and tax laws with the passing of the SECURE Act. This week we will discuss the main points of interest of this bill and different planning strategies you need to know before you retire.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Today we discuss what you wish your parents taught you about personal finances. We go back to some of the basic aspects of finances such as debt and what a financial plan actually is.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Dec 05, 2019
Thursday Dec 05, 2019
On today's show we answer email questions that have been submitted to us from our listeners.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Nov 21, 2019
Thursday Nov 21, 2019
As the end of the year is coming to a close, it is important to reflect on what we accomplished and what has room for improvement. Today's show focuses on taking this idea and applying it to your financial plan.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Nov 07, 2019
Thursday Nov 07, 2019
DIY projects have become a popular topic with all of the home renovation shows on television, but have you ever wondered how you might be able to put together a retirement plan on your own? There are many steps and factors that need to be considered if you choose to go this route and we will explain all of them on today's show.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Oct 17, 2019
Thursday Oct 17, 2019
There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Being a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you know how much your business is worth? Today's show focuses on why you may want to consider having a business valuation completed in order to have a plan set in place for some tricky situations.
Important Links:
Website: https://rpawealth.com/business/
Call: 909-296-7977
Thursday Sep 19, 2019
Thursday Sep 19, 2019
There is no doubt that California is one of the most expensive states to live in. Between the cost of living, traffic, and recent tax law change, many people are starting to wonder if they should move to a different state to enjoy their retirement in. Today's episode looks at the pros and cons to this situation and offers some suggestions that may be beneficial to you.
Thursday Sep 05, 2019
Thursday Sep 05, 2019
Investing your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today we will be discussing 5 important key points that can help you become a successful investor. Tune in to see if you are on the right path for success.
Thursday Aug 15, 2019
Thursday Aug 15, 2019
One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out.
Thursday Aug 01, 2019
Thursday Aug 01, 2019
As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let's discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future.
Thursday Jul 18, 2019
Thursday Jul 18, 2019
If you're looking for a place to start with savings, retirement planning, and budgeting, you might have encountered some of these rules of thumb? But do they actually hold any weight? We'll find out which are useful and which you should definitely take with a grain of salt.
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
Today we'll talk about some topics related to your money, finances, and retirement that should get way more attention and excitement. Let’s give these underdog concepts the love they deserve on this episode.
Monday Jun 17, 2019
Monday Jun 17, 2019
When it comes to planning for retirement, there are a lot of potential pitfalls, and oftentimes these mistakes are hard to recover from. So let's talk about the five key retirement planning mistakes that we see people making on a regular basis, and what you can do to avoid them in your own financial life.
Visit the RPA website for more: https://rpawealth.com/
Monday Jun 17, 2019
Monday Jun 17, 2019
There are a lot of myths and misconceptions about Social Security and how to collect it. So this week we'll cover some of the fundamental concepts on Social Security. We'll talk about how to find out what your benefit amount is, the pros and cons of collecting at different ages, and is Social Security taxable?
Visit the RPA website for more: https://rpawealth.com/
Monday Jun 17, 2019
Monday Jun 17, 2019
It's the inaugural episode of the Retirement Plan Playbook podcast. So to kick things off, we'll meet our hosts: Matthew Theal, Joshua Winterswyk, and Brent Pasqua. We'll talk a bit about how retirement planning has changed and how that affects your generation, and then we'll dive into some important items to factor in when building your retirement plan.
Visit the RPA website for more: https://rpawealth.com/