In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners, and investors.

Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever.

📊 Here’s what we cover:

• 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out

• 👴 A new $12,000 deduction for retirees—what to know before you file

• 🏦 Estate tax exemption locked in at $15M per person—what it means for families

• 👶 Newborn “Trump Accounts”—seed money from the government, tax-deferred growth, and major flexibility

• 📈 Why the market is at all-time highs despite volatility, tariffs, and war chatter

• 📉 Should you rebalance now or keep buying into strength?

Plus: Travel tips, TSA pre-check wins, and a debate over Real IDs you didn’t know you needed.

👉 Feeling unsure how this new tax law affects your financial plan? Visit evermont.com to schedule your complimentary consultation.📲 Subscribe and leave a review—it helps more people find retirement advice that actually works.

Despite geopolitical tension, a trade war scare, and inflation noise, the market is holding steady—and the tax landscape just shifted big time. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk unpack the surprising strength in markets, the economic signals investors should pay attention to, and how the newly passed “Big Beautiful Bill” could reshape retirement and tax planning.

🎯 In this episode:

• 📰 Middle East conflict & World War III fears – What’s priced in and what’s not

• 💥 Tariffs fade, markets rebound – Why staying invested is paying off again

• 📉 Inflation cooling & rate cut signals – Are we heading for stability or slowdown?

• 🏛️ The “Big Beautiful Bill” – What’s in the tax extension and why it matters

• 👶 MAGA Accounts (yes, really) – $1,000 for every newborn starting in 2025?

• 💼 Social Security tax credit workaround – What retirees need to know

• 📈 IPO fever returns – AI, crypto, and fintech startups are fueling investor excitement

Plus, the guys talk about family travel tips, educational vacations, and the value of showing kids real history vs. just poolside relaxation.

👉 Need help adjusting your retirement plan for taxes, market changes, or new legislation? Visit evermont.com to schedule a complimentary consultation with our team.

📲 Subscribe and leave a review to help others discover smart, timely retirement guidance.

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. 📲 Subscribe and leave a review! It helps others find smart, timely advice for a stronger financial future.