Retirement Plan Playbook

Business & Economics Podcasts

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...

Episodes

War and Your Portfolio (Ep.126)

We're Back: Roth Conversions, AI That Negotiated a Car Deal, and What We've Been Up To (Ep. 125)

Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)

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

Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)

Tariff Tantrum – What It Means for Your Money (Ep. 121)

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

Stock Market Drops—Should You Be Worried? (ep.119)

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

Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (ep. 117)

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

End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)

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

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

Gifting and Inheritance Strategies for Families (Ep.112)

2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111)

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

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

Understanding the Stock Market Drop (Ep. 108)

Teaching Kids About Money (Ep.107)