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.
Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110)
Retirement Plan Playbook
47 minutes 43 seconds
1 year ago
Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110)
Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference, the largest gathering of financial advisors and FinTech leaders. Hosted by seasoned financial planners Brent Pasqua, Matthew Theal, and Joshua Winterswyk, this episode delivers key insights on the latest advancements in AI, wealth management technologies, and strategies for staying ahead in a rapidly changing world.
[00:00] - Introduction: Hosts Brent, Matthew, and Joshua introduce the episode and discuss the Future Proof Conference.
[00:01:30] - Overview of the Future Proof Conference: Importance of the event and its focus on cutting-edge FinTech.
[00:02:30] - The Conference Experience: The beachside location and ease of attending close to home.
[00:03:30] - Major Themes: AI advancements, new technologies, and tools for financial advisors.
[00:05:00] - Networking and Learning from Vendors: Value of in-person meetings with vendors and its impact on client services.
[00:06:00] - Notable Speakers: Insights from key industry figures like Jeffrey Gundlach and Dan Ives.
[00:08:30] - The Role of Technology and AI: AI's role in wealth management over the next 2-3 years.
[00:10:00] - Recap of Key Speakers: Takeaways from prominent speakers and their contrasting views.
[00:12:00] - CNBC Moment: Brent shares a personal story of being on CNBC during the live broadcast.
[00:14:00] - Financial Markets & Federal Reserve: Discussion on interest rate cuts and their impact.
[00:16:30] - Real Estate and Bond Markets: The impact of rate cuts on real estate and bond markets.
[00:22:00] - Apple Event Recap: Reflections on Apple's latest iPhone and AI features.
[00:29:00] - Purchasing an iPhone: Best practices for buying a new iPhone.
[00:33:00] - Annuities: Pros, cons, and how annuities are often mis-sold.
[00:39:00] - Final Thoughts on Annuities: Appropriate uses for annuities and warnings on aggressive sales tactics.
[00:42:00] - Recommendations of the Week: Joshua recommends upgrading to the new iPhone; Brent suggests adding electrolytes for hydration, Matthew suggest Camphor.
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.
