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