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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk,... more
FAQs about Retirement Plan Playbook:How many episodes does Retirement Plan Playbook have?The podcast currently has 127 episodes available.
May 21, 2020Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more35minPlay
May 07, 2020Ep 25: Recession Strategies For Your Retirement AccountWhen the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be the best decision. Brent, Matthew, and Josh discuss various strategies you can implement in your plan so you can make the most out of a down market.FlavCity Youtube Channel: https://www.youtube.com/channel/UCnq1w-56tAvMdDup-CL6VtgImportant Links:Website: https://rpawealth.com/Call: 909-296-7977...more37minPlay
April 23, 2020Ep 24: The Long-Term Impact of COVID-19There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long-term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more31minPlay
April 09, 2020Ep 23: CARES Act Part 2 - Business OwnersLast time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and Joshua talk about how small business owners can gain some relief from this new bill.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more18minPlay
April 09, 2020Ep 22: CARES Act Part 1 - IndividualsToday is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals specifically and the potential benefits you can receive.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more23minPlay
March 26, 2020Ep 21: Retirement Planning Strategies In A RecessionListen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal retirement and accomplish their goals.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more36minPlay
March 12, 2020Ep 20:What To Do When The Stock Market DeclinesJoin Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use to minimize the downside and actionable tips for retirees.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more29minPlay
February 26, 2020Ep 19: The Impact Of The Coronavirus On The Stock MarketBrent, Matthew & Joshua discuss the stock market decline, the risks of the Coronavirus and stocks that are moving up because of the threat.Important Links:Website: https://rpawealth.com/Call: 909-296-7977 ...more24minPlay
February 06, 2020Ep 18: Kobe Bryant & Financial PlanningWe go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant tragedy.Important Links:Website: https://rpawealth.com/Call: 909-296-7977 ...more35minPlay
January 24, 2020Ep 17: A Decade Of Financial PlanningJoin financial advisors Brent, Matthew and Joshua as they reflect on their personal financial plans. Topics Discussed: starting a business, saving for retirement, buying a home and changing a career.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more30minPlay
FAQs about Retirement Plan Playbook:How many episodes does Retirement Plan Playbook have?The podcast currently has 127 episodes available.