Retirement Plan Playbook

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

Listen Later

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.

        ...more
        View all episodesView all episodes
        Download on the App Store
        Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk
        • 5
        • 5
        • 5
        • 5
        • 5

        5

        27 ratings

        More shows like Retirement Plan Playbook

        View all
        Sound Retirement Radio by Jason Parker

        Sound Retirement Radio

        446 Listeners

        Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

        Your Money, Your Wealth

        786 Listeners

        The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

        The Retirement and IRA Show

        745 Listeners

        Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

        Retirement Answer Man

        1,290 Listeners

        Retire Sooner with Wes Moss by Wes Moss

        Retire Sooner with Wes Moss

        444 Listeners

        Retirement Starts Today by Benjamin Brandt CFP®, RICP®

        Retirement Starts Today

        514 Listeners

        The Boldin Your Money Podcast by Steve Chen

        The Boldin Your Money Podcast

        179 Listeners

        Bogleheads On Investing Podcast by bogleheads

        Bogleheads On Investing Podcast

        595 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        9,250 Listeners

        Barron's Streetwise by Barron's

        Barron's Streetwise

        1,550 Listeners

        Ready For Retirement by James Conole, CFP®

        Ready For Retirement

        793 Listeners

        The Personal Finance Podcast by Andrew Giancola

        The Personal Finance Podcast

        1,384 Listeners

        Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

        Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

        546 Listeners

        Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

        Personal Finance for Long-Term Investors - The Best Interest

        125 Listeners

        Smart Money Happy Hour with Rachel Cruze and George Kamel by Ramsey Network

        Smart Money Happy Hour with Rachel Cruze and George Kamel

        3,150 Listeners