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.
Creating a Personal Investment Philosophy (Ep. 106)
Retirement Plan Playbook
32 minutes 25 seconds
1 year ago
Creating a Personal Investment Philosophy (Ep. 106)
In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy.
They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies.
The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike.
They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments.
00:22 Summer Plans and Personal Updates
01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts
05:38 Costco Membership Fee Increase
07:06 Creating Your Personal Investment Philosophy
08:55 Investment Strategies and Risk Tolerance
17:34 The Importance of Staying Invested
27:38 RPA Recommends: Social Media and AI Tools
31:11 Closing Thoughts and Contact Information
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.
