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.
Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)
Retirement Plan Playbook
34 minutes 29 seconds
4 months ago
Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)
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.
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.
