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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 125 episodes available.
December 05, 2019Ep 14: The Mailbag ShowOn today's show we answer email questions that have been submitted to us from our listeners.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more22minPlay
November 21, 2019Ep 13: 8 Financial To-Do's Before The End Of The YearAs the end of the year is coming to a close, it is important to reflect on what we accomplished and what has room for improvement. Today's show focuses on taking this idea and applying it to your financial plan.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more30minPlay
November 07, 2019Ep 12: DIY Retirement PlanDIY projects have become a popular topic with all of the home renovation shows on television, but have you ever wondered how you might be able to put together a retirement plan on your own? There are many steps and factors that need to be considered if you choose to go this route and we will explain all of them on today's show.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more39minPlay
October 17, 2019Ep 11: The Truth About AnnuitiesThere is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.Important Links:Website: https://rpawealth.com/Call: 909-296-7977...more39minPlay
October 03, 2019Ep 10: Why Business Owners Need To Get A Business ValuationBeing a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you know how much your business is worth? Today's show focuses on why you may want to consider having a business valuation completed in order to have a plan set in place for some tricky situations.Important Links:Website: https://rpawealth.com/business/Call: 909-296-7977...more36minPlay
September 19, 2019Ep #9: Should You Move Out Of California When You Retire?There is no doubt that California is one of the most expensive states to live in. Between the cost of living, traffic, and recent tax law change, many people are starting to wonder if they should move to a different state to enjoy their retirement in. Today's episode looks at the pros and cons to this situation and offers some suggestions that may be beneficial to you.WalletHub ArticleBlog PostBurgers Never Say Die ...more33minPlay
September 05, 2019Ep #8: 5 Keys To Being A Successful InvestorInvesting your money can be difficult. There are many different options to choose from that have individual pros and cons to each one. Today we will be discussing 5 important key points that can help you become a successful investor. Tune in to see if you are on the right path for success....more35minPlay
August 15, 2019Ep #7: 401(k) Or IRA - Which Is Better?One of the most popular questions we receive from our clients is about which of their company's retirement plans they should choose. So this week, let's clear the air about 401(k)s and IRAs. What's the difference? What are some of the pros and cons to each? And ultimately, which is better? Tune in to find out....more35minPlay
August 01, 2019Ep #6: Important Retirement AgesAs you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let's discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future....more39minPlay
July 18, 2019Ep #5: Love or Hate - Personal Finance Rules of ThumbIf you're looking for a place to start with savings, retirement planning, and budgeting, you might have encountered some of these rules of thumb? But do they actually hold any weight? We'll find out which are useful and which you should definitely take with a grain of salt....more34minPlay
FAQs about Retirement Plan Playbook:How many episodes does Retirement Plan Playbook have?The podcast currently has 125 episodes available.