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

  • Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)

    1 month ago
  • Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)

    2 months ago
  • Tariff Tantrum – What It Means for Your Money (Ep. 121)

    4 months ago
  • Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)

    4 months ago
  • Stock Market Drops—Should You Be Worried? (ep.119)

    4 months ago
  • The Nervous Economy – What’s Driving Market Uncertainty in 2025? (Ep.118)

    5 months ago
  • Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (Ep. 117)

    5 months ago
  • 2025 Market Preview – Fires, Inflation, and AI’s Role in the Economy (Ep. 116)

    6 months ago
  • End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)

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

    8 months ago