Retirement Plan Playbook
Latest Episodes
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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-