Retirement Plan Playbook

Retirement Plan Playbook

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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.

Recent Episodes

  • The Stock Market, Bitcoin, and Retirement Planning (Ep.114)

    2 weeks ago
  • The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)

    4 weeks ago
  • Gifting and Inheritance Strategies for Families (Ep.112)

    1 month ago
  • 2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111)

    2 months ago
  • Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110)

    2 months ago
  • Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)

    3 months ago
  • Understanding the Stock Market Drop (Ep. 108)

    4 months ago
  • Teaching Kids About Money (Ep.107)

    4 months ago
  • Creating a Personal Investment Philosophy (Ep. 106)

    5 months ago
  • What’s Your Number? Do I Have Enough to Retire? (Ep. 105)

    5 months ago