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