The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any political or economic climate.

This episode discusses the stock market, interest rates, inflation in relation to the Federal Reserve's decisions, and the influence of tech companies Nvidia and Super Microcomputer on the stock market. They also touch upon a major acquisition by Capital One and delve into the complexities of making deductible IRA contributions.

00:36 Hosts' Casual Conversation and Personal Stories

03:08 Deep Dive into the CPI and Inflation

05:32 Nvidia's Earnings and Impact on the Market

09:03 Super Microcomputer: A New Player in the Market

11:41 Capital One's Acquisition of Discover Card

14:15 Jeff Bezos Selling Amazon Stock: An Analysis

17:33 Understanding IRA Contributions

18:54 The Impact of Roth IRA Contributions on IRA Eligibility

19:37 The Potential of Splitting IRA and Roth Contributions

23:59 Understanding the IRA Contribution Eligibility for Married Couples

27:06 Evermont Recommends: TV Shows and MLS Season

Connect with Evermont Wealth:

• matthew@evermont.com
• (909) 296-7977
• Evermont.com
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: Evermont Wealth