RETIREMENT
PLAN PLAYBOOK

Financial and retirement planning guidance from the team at Evermont Wealth. Join President Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ professionals Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.

 
 

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Podcast Podcast

Ep: 86: Building Your Retirement Income: The Bond Ladder Approach

Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders! In this gripping podcast episode, financial experts Matthew Theal, Brent Pasqua, and Joshua Winterswyk dive deep into the world of bond ladders, revealing everything you need to know to make an informed decision for your retirement plan.

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Ep 54: Review Your Investments

We have witnessed the S&P 500 continue to rise over the past few years and now retirement accounts are at all-time highs right now. But we should take a step back to review the investments every so often to see if there are other opportunities we can take advantage of. Brent, Matthew, and Joshua discuss the importance of knowing what your goals for your investments are and how knowing this information can help you make more specific customizations in your plan.

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Ep 43: What Is A Bitcoin?

If you tune into any financial news, you have probably heard about cryptocurrencies, the most popular one being Bitcoin. Many people are interested in this novel investment because of how well it has been doing lately and they don't want to miss out. However, as with any popular topic, it can be difficult to filter through noisy opinions and find factual information. Brent, Matthew, and Joshua discuss what Bitcoin is, how it's being used, and why it's difficult to be regulated.

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Ep 29: Is It Time For A New Financial Advisor?

It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion.

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Ep 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.

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Ep #8: 5 Keys To Being A Successful Investor

Investing 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.

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