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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Episode show notes

Podcast Podcast

Ep #4: Underdog Concepts

Today we'll talk about some topics related to your money, finances, and retirement that should get way more attention and excitement. Let’s give these underdog concepts the love they deserve on this episode.

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Podcast Podcast

Ep #3: 5 Mistakes That Could Sink Your Retirement

When it comes to planning for retirement, there are a lot of potential pitfalls, and oftentimes these mistakes are hard to recover from. So let's talk about the five key retirement planning mistakes that we see people making on a regular basis, and what you can do to avoid them in your own financial life.

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Podcast Podcast

Ep #2: Social Security Basics

There are a lot of myths and misconceptions about Social Security and how to collect it. So this week we'll cover some of the fundamental concepts on Social Security. We'll talk about how to find out what your benefit amount is, the pros and cons of collecting at different ages, and is Social Security taxable?

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Podcast Podcast

Ep #1: Retirement Challenges Of Your Generation

It's the inaugural episode of the Retirement Plan Playbook podcast. So to kick things off, we'll meet our hosts: Matthew Theal, Joshua Winterswyk, and Brent Pasqua. We'll talk a bit about how retirement planning has changed and how today's retirement challenges impact your generation. And then we'll dive into some important items to factor in when building your retirement plan.

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Podcast Podcast

Coming Soon—RPA Wealth Management's New Podcast

Tune in for a brand new podcast that's going to help you plan for retirement and your financial future. Join RPA Wealth Management President Brent Pasqua and Certified Financial Planners 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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