Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ 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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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ 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.
Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)
Retirement Plan Playbook
36 minutes 4 seconds
1 year ago
Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates.
The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations.
00:37 Hawaii Vacation Recap
05:25 Unexpected Apple Charges
13:28 Kamala Harris's Capital Gains Proposal
20:58 Seasonal Trends in the Stock Market
25:22 Federal Reserve Rate Cuts
27:53 Financial Planning Breakfast Event
30:02 NFL Season Predictions
31:13 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
Retirement Plan Playbook
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ 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.
