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

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

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