105 episodes

Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.

Retirement Plan Playbook Matthew Theal, Brent Pasqua, Joshua Winterswyk

    • Business

Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.

    Tax-Efficient Bucket and Distribution Planning (Ep. 104)

    Tax-Efficient Bucket and Distribution Planning (Ep. 104)

    In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies.
    They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets.
    They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features
    00:00 Introduction
    02:02 The Importance of Updating Beneficiaries
    03:28 CPI Updates and Federal Reserve Insights
    08:44 Apple's WWDC 24: New AI Features
    15:51 Retirement Planning Corner: Bucket Strategy
    23:23 Choosing the Right Investments for Each Bucket
    24:06 Managing Emotions and Trusting the Process
    24:54 Tax Efficiency in Bucket Strategy
    27:24 The Importance of Having Multiple Buckets
    32:46 Distribution Planning and Roth Conversions
    35:14 Simplifying Bucket Planning
    37:16 Evermont Recommends: Entertainment and Style Tips
    40:13 Conclusion and Contact Information
    Connect with Evermont Wealth: 
    matthew@evermont.com
    joshua@evermont.com
    (909) 296-7977
    Evermont.com
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: Evermont Wealth

    • 42 min
    Inflation Survival Guide: Smart Money Saving Strategies (Ep.103)

    Inflation Survival Guide: Smart Money Saving Strategies (Ep.103)

    In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk from Evermont Wealth dive into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation.
    They also provide insights into the current stock market, including Nvidia's 10-for-1 stock split and the SEC's shift to a T+1 settlement cycle.
    Additionally, the hosts share personal anecdotes on reducing expenses and discuss the significance of consumer sentiment polls in shaping economic viewpoints.
    The episode aims to equip listeners with practical financial advice for navigating economic complexities and optimizing their retirement plans.
     
    00:39 Smart Money Saving Strategies
    01:37 Little League Triumphs and Lessons
    03:14 Nvidia's Stock Split
    07:16 SEC's New Settlement Cycle Rule
    11:08 American Economic Sentiment and Media Influence
    17:44 Retailers Cutting Prices Amidst Inflation
    22:39 Understanding Inflation and Budgeting Strategies
    25:16 Tackling Major Expenses
    26:11 Reevaluating Monthly Subscriptions
    28:32 The Convenience of Online Shopping
    33:19 Smart Utility Savings
    35:00 Negotiating Service Contracts
    38:45 Recommendations
    Connect with Evermont Wealth: 
    matthew@evermont.com
    joshua@evermont.com
    (909) 296-7977
    Evermont.com
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: Evermont Wealth

    • 43 min
    Retirement Planning 101: The Basics You Need to Know (Ep. 102)

    Retirement Planning 101: The Basics You Need to Know (Ep. 102)

    The 'Retirement Plan Playbook' podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, provides a deep dive into investment strategies, retirement planning, and current events to help listeners build a robust retirement playbook.
    In this episode, they focus on the basics of retirement planning, including 401k contributions, the impact of inflation, and understanding Social Security benefits. They also discuss the significance of adjusting investment strategies over time and the importance of consulting with a certified financial planner for a customized retirement plan.
    Additionally, they touch on Netflix securing NFL rights, strategies for saving money in a high inflation environment, and share their personal recommendations on Evermont Wealth hats and merchandising.
    02:06 The Roast of Tom Brady: A Hilarious Recap
    05:12 Navigating Inflation and Money-Saving Tips
    12:22 Netflix's Strategic Moves in Sports Broadcasting
    16:48 Netflix's Content Strategy vs. Competitors
    17:08 Diving Into Retirement Planning: The Basics
    17:20 Maximizing Your 401k: Strategies and Tips
    24:08 Investment Strategies: Stocks, Bonds, and Beyond
    28:23 Understanding Social Security Benefits
    34:05 Evermont Wealth's Merchandise Talk
    Connect with Evermont Wealth: 
    matthew@evermont.com
    joshua@evermont.com
    (909) 296-7977
    Evermont.com
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: Evermont Wealth

    • 38 min
    The 3 Phases of Retirement Planning (Ep.101)

    The 3 Phases of Retirement Planning (Ep.101)

    Hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, the Retirement Plan Playbook podcast delves into investment strategies, retirement planning, and current events to help listeners develop a comprehensive retirement plan.
    The episode opens with personal anecdotes from the hosts, before moving on to discuss the three phases of retirement planning in detail, including the preparation, transition, and enjoyment phases.
    Additionally, the episode covers hot topics such as Dave and Buster's introducing digital betting, the Federal Reserve's decision to keep interest rates unchanged, and controversial aspects of Biden's capital gains tax proposal.
    The hosts emphasize the importance of early preparation for retirement and provide insights into financial planning, investment decisions, and the balance between saving and spending in retirement.
    00:52 Casual Conversations: Sleepless Nights and Family Life
    02:21 Dave and Busters' New Digital Betting Service: A Game Changer?
    06:08 Federal Reserve's Latest Moves and Market Reactions
    08:27 Biden's Capital Gains Tax Proposal: A Potential Economic Impact
    14:06 Navigating the Prepare Phase of Retirement Planning
    25:05 Transitioning to Retirement: Strategies and Considerations
    32:23 Enjoying Retirement: Planning for the Golden Years
    38:30 Final Thoughts and Recommendations
    Connect with Evermont Wealth: 
    matthew@evermont.com
    joshua@evermont.com
    (909) 296-7977
    Evermont.com
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: Evermont Wealth

    • 45 min
    Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)

    Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)

    The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone.
    Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during the pandemic and subsequent resumption due to client demand. They reminisce about past episodes, highlighting topics like social security, bond ladders, and selling businesses.
     The episode then shifts focus to the first quarter of 2024, exploring major financial themes such as inflation, interest rates, stock market performance, and geopolitical tensions. The hosts examine how these factors influence retirement planning, investment strategies, and the broader economy.
    The episode concludes with predictions for the upcoming quarters, emphasizing the importance of planning, staying informed, and seeking professional advice for a successful retirement.
     
    00:40 The Journey to 100 Episodes: Reflections and Highlights
    02:21 Favorite Episodes and Listener Feedback
    03:32 Exciting Announcement for Listeners
    03:39 Deep Dive into the First Quarter of 2024: Economic Insights
    08:28 Inflation and Interest Rates: A Closer Look
    12:46 The Bond Market Explained: Opportunities and Challenges
    18:13 Housing Market Dynamics and Mortgage Rates
    21:11 Market Leadership Shifts: Gold, Oil, and More
    23:27 Baby Boomers vs. Millennials: Economic Impacts
    25:06 The Tech Sector's Winners and Losers
    28:22 Predictions for Q2 of 2024: Market Trends and Volatility
    30:13 Investment Strategies and the Rise of AI
    32:41 Personal Finance Tips and the Importance of Diversification
    36:11 Recommends: Personal Stories and Tips
    42:49 Closing Thoughts and Future Outlooks
    Connect with Evermont Wealth: 
    matthew@evermont.com
    joshua@evermont.com
    (909) 296-7977
    Evermont.com
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: Evermont Wealth

    • 44 min
    Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)

    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 with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of Donald Trump's, “Truth Social” SPAC offering under the ticker symbol DJT.
    The core of the show is an extensive look at the considerations, costs, and planning strategies around long-term care, emphasizing the importance of early and informed planning to secure a comfortable and worry-free retirement.
    01:19 Baseball Season Banter: Angels' Woes
    03:57 Sam Bankman-Fried's Sentence: A Deep Dive into the FTX Saga
    09:13 The Trump SPAC and Truth Social: Investment or Political Contribution?
    13:48 Navigating Long-Term Care Costs in Retirement Planning
    21:08 Exploring Self-Insurance and Out-of-Pocket Care Costs
    24:32 Challenges and Trust Issues with Long-Term Care Policies
    26:24 Alternative Strategies for Long-Term Care Planning
    28:29 Utilizing Home Equity and Other Assets for Long-Term Care
    31:44 Creating a Personal Long-Term Care Fund
    37:35 Evermont Recommends
    Connect with Evermont Wealth: 
    matthew@evermont.com
    joshua@evermont.com
    (909) 296-7977
    Evermont.com
    LinkedIn: Matthew Theal
    LinkedIn: Brent Pasqua
    LinkedIn: Joshua Winterswyk
    LinkedIn: Evermont Wealth
     
     

    • 43 min

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