The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone.

Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during the pandemic and subsequent resumption due to client demand. They reminisce about past episodes, highlighting topics like social security, bond ladders, and selling businesses.

The episode then shifts focus to the first quarter of 2024, exploring major financial themes such as inflation, interest rates, stock market performance, and geopolitical tensions. The hosts examine how these factors influence retirement planning, investment strategies, and the broader economy.

The episode concludes with predictions for the upcoming quarters, emphasizing the importance of planning, staying informed, and seeking professional advice for a successful retirement.

00:40 The Journey to 100 Episodes: Reflections and Highlights

02:21 Favorite Episodes and Listener Feedback

03:32 Exciting Announcement for Listeners

03:39 Deep Dive into the First Quarter of 2024: Economic Insights

08:28 Inflation and Interest Rates: A Closer Look

12:46 The Bond Market Explained: Opportunities and Challenges

18:13 Housing Market Dynamics and Mortgage Rates

21:11 Market Leadership Shifts: Gold, Oil, and More

23:27 Baby Boomers vs. Millennials: Economic Impacts

25:06 The Tech Sector's Winners and Losers

28:22 Predictions for Q2 of 2024: Market Trends and Volatility

30:13 Investment Strategies and the Rise of AI

32:41 Personal Finance Tips and the Importance of Diversification

36:11 Recommends: Personal Stories and Tips

42:49 Closing Thoughts and Future Outlooks

Connect with Evermont Wealth:

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

In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement.

The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of Donald Trump's, “Truth Social” SPAC offering under the ticker symbol DJT.

The core of the show is an extensive look at the considerations, costs, and planning strategies around long-term care, emphasizing the importance of early and informed planning to secure a comfortable and worry-free retirement.

01:19 Baseball Season Banter: Angels' Woes

03:57 Sam Bankman-Fried's Sentence: A Deep Dive into the FTX Saga

09:13 The Trump SPAC and Truth Social: Investment or Political Contribution?

13:48 Navigating Long-Term Care Costs in Retirement Planning

21:08 Exploring Self-Insurance and Out-of-Pocket Care Costs

24:32 Challenges and Trust Issues with Long-Term Care Policies

26:24 Alternative Strategies for Long-Term Care Planning

28:29 Utilizing Home Equity and Other Assets for Long-Term Care

31:44 Creating a Personal Long-Term Care Fund

37:35 Evermont Recommends

Connect with Evermont Wealth:

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

In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversations about March Madness, and then transition into hot take headlines including potential TikTok bans and an antitrust suit against Apple.

The core of the episode is dedicated to unraveling the intricacies of Roth and Traditional IRAs, discussing their benefits, limitations, and suitability for different financial scenarios. The hosts also touch upon spousal contributions, the backdoor Roth IRA strategy, and present the new provision allowing 529 plans to be rolled over into Roth IRAs.

The episode concludes with personal recommendations, highlighting the benefits of a new golf club and recommending 'The Gentlemen' on Netflix.

01:28 March Madness and Bracket Bets

03:01 Hot Take Headlines: Federal Reserve and Interest Rates

06:39 Inflation Insights and Economic Theories

11:13 TikTok Ban Controversy: Security vs. Social Media

14:04 Apple's Antitrust Suit: A Tech Giant Under Scrutiny

16:44 The Impact of Apple on the Stock Market

17:28 Apple's Legal Battles and Potential Outcomes

18:43 Retirement Planning Corner: IRA vs. Roth IRA

23:23 The Traditional IRA: An Underutilized Tool

25:06 Navigating Non-Deductible IRA Contributions and Backdoor Roth IRAs

28:39 Maximizing Retirement Savings: Strategies Beyond the 401k

30:08 Final Thoughts and Recommendations

Connect with Evermont Wealth:

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