
Sign up to save your podcasts
Or


Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, patience, and AI-powered earnings helped investors come out ahead.
📈 Here’s what we cover:
📰 The 90-day tariff pause that sparked a 12% S&P rally
🧠 Why panic-selling during volatility destroys long-term wealth
🌍 International and emerging market stocks—are they still holding up?
🏠 Housing gridlock: Why nobody’s moving, and how to think about real estate today
🤖 AI earnings, job growth, and economic resilience: What’s real and what’s hype?
📊 GDP contraction vs. private investment surge—are we slowing or just adjusting?
Plus, we talk about retirement timing, recession fears, and why more people are hitting pause—not on retirement, but on making any decision at all.
👉 If you're unsure how to adjust your portfolio or plan after the tariff chaos, visit evermont.com for a free retirement consultation.
By Matthew Theal, Brent Pasqua, Joshua Winterswyk5
2727 ratings
Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, patience, and AI-powered earnings helped investors come out ahead.
📈 Here’s what we cover:
📰 The 90-day tariff pause that sparked a 12% S&P rally
🧠 Why panic-selling during volatility destroys long-term wealth
🌍 International and emerging market stocks—are they still holding up?
🏠 Housing gridlock: Why nobody’s moving, and how to think about real estate today
🤖 AI earnings, job growth, and economic resilience: What’s real and what’s hype?
📊 GDP contraction vs. private investment surge—are we slowing or just adjusting?
Plus, we talk about retirement timing, recession fears, and why more people are hitting pause—not on retirement, but on making any decision at all.
👉 If you're unsure how to adjust your portfolio or plan after the tariff chaos, visit evermont.com for a free retirement consultation.

448 Listeners

808 Listeners

1,312 Listeners

456 Listeners

530 Listeners

747 Listeners

200 Listeners

597 Listeners

9,957 Listeners

1,560 Listeners

810 Listeners

1,410 Listeners

137 Listeners

38 Listeners

3,217 Listeners