Retirement Plan Playbook

Retirement Plan Playbook


Latest Episodes

Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
April 11, 2024

In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement. The episode begins

Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
March 28, 2024

In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversatio

Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
March 14, 2024

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth discuss investment strategies, retirement planning, and current events.The

Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
February 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

Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
February 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

Exploring the 4% Withdrawal Rule (Ep.94)
February 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 sustain

Rebranding, Market Updates and 2024 Predictions (Ep.93)
January 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 reco

Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
July 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

The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
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

Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
May 05, 2023

The idea of retiring may seem like a distant dream, but its 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-