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Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates.
The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations.
00:37 Hawaii Vacation Recap
05:25 Unexpected Apple Charges
13:28 Kamala Harris's Capital Gains Proposal
20:58 Seasonal Trends in the Stock Market
25:22 Federal Reserve Rate Cuts
27:53 Financial Planning Breakfast Event
30:02 NFL Season Predictions
31:13 Evermont Recommends
Connect with Evermont Wealth:
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By Matthew Theal, Brent Pasqua, Joshua Winterswyk
5
2727 ratings
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates.
The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations.
00:37 Hawaii Vacation Recap
05:25 Unexpected Apple Charges
13:28 Kamala Harris's Capital Gains Proposal
20:58 Seasonal Trends in the Stock Market
25:22 Federal Reserve Rate Cuts
27:53 Financial Planning Breakfast Event
30:02 NFL Season Predictions
31:13 Evermont Recommends
Connect with Evermont Wealth:
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