Retirement Plan Playbook

End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)

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In this final episode of 2024, Brent Pasqua and Matthew Theal take a reflective dive into the major events and financial highlights of the year. From top year-end planning strategies to the evolution of AI and its impact on finance, this episode is packed with actionable advice and thought-provoking discussions. They also share personal anecdotes, client success stories, and exciting plans for 2025. Tune in for insights that will help you close out the year strong and set the stage for success in the year ahead!

Timestamps:

  • [00:00:00] Welcome and End-of-Year Announcements
  • [00:02:00] The Claremont Wine Walk: A Community Engagement Highlight
  • [00:05:00] Year-End Financial Planning Strategies
    • Maxing out 401(k) contributions
    • Tax loss harvesting tips
    • [00:11:00] Rebalancing Your Portfolio and Taking RMDs
    • [00:13:00] The Importance of Updating Your Estate Plan
    • [00:14:00] The Case for Gifting: How to Share Wealth Strategically
    • [00:16:00] Reflecting on 2024: Market Trends, AI, and Political Events
    • [00:24:00] Financial Lessons from Elon Musk and Technological Breakthroughs
    • [00:27:00] Bitcoin and Crypto in 2024: ETF Approval and Market Growth
    • [00:28:00] Cancer Vaccine Innovations: A Look at Biotech Progress
    • [00:32:00] Family and Gift Ideas: What’s Hot This Holiday Season
    • [00:41:00] Closing Remarks and New Year Wishes

      • Thank you for joining us throughout 2024. We’ll be back in 2025 with more insights, strategies, and exciting new content! Happy holidays!

      Resources Mentioned:

      • Evermont Wealth Website: www.evermont.com
      • Complimentary Consultation: Call us at (909) 296-7977
      • Learn more about retirement planning at retirementplanplaybook.com

        • Don’t forget to subscribe to The Retirement Plan Playbook for more expert financial insights and actionable strategies.

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        Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk
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