In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk break down the biggest financial concerns shaping 2025. With economic shifts, political changes, and market volatility, investors are growing increasingly nervous—so what does it all mean for your portfolio and retirement plan?

🔍 Here’s what we cover:

Plus, we discuss the importance of reassessing your investment strategy, how to prepare for uncertainty, and why now might be a great time to rebalance your portfolio.

👉 Feeling uncertain about your retirement strategy? Visit www.evermont.com for a complimentary consultation.

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