Retirement Plan Playbook

Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (Ep. 117)

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In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk explore whether 2025 is shaping up to be one of the best years to retire. With strong market performance, rising Social Security benefits, and the continued evolution of AI, this year presents unique opportunities—and challenges—for those considering retirement.

What we cover in this episode:

  • 🔥 Market momentum & economic stability – Is now the right time to retire?
  • 💰 The impact of inflation & government spending cuts – How does it affect retirement income?
  • 🏡 Housing & mortgage trends – Should you sell or stay put?
  • 🧠 AI & workplace shifts – Will AI change the job market and influence retirement decisions?
  • 📉 Windfall Elimination Provision changes – How will it impact government pension holders?

    • Plus, we discuss:

    • 🎤 Golf tournament experiences & Super Bowl reactions
    • 🍔 AI-powered recipe searches & the future of tax filing automation
    • ⚡ Tech recommendations, including air fryers & must-have gadgets for parents

      • 👉 Thinking about retiring or optimizing your financial plan? Visit www.evermont.com for a complimentary consultation.

      📲 Subscribe & leave a review! Stay ahead in your retirement journey with expert insights, real-world strategies, and engaging financial discussions.

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      Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk
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