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.
The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)
Retirement Plan Playbook
31 minutes 57 seconds
12 months ago
The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)
In this episode, Brent, Matthew, and Joshua dive into the 2024 election results and discuss how the political changes may impact financial markets, investment strategies, and retirement planning. From analyzing tax implications to exploring market shifts, they offer insights to help listeners make sense of the evolving financial landscape.
[00:01:00] Introduction to the Election and Market Sentiment
The team discusses initial reactions to the election results.
Observations on the impact of leadership changes on investor confidence.
[00:04:30] Polling Surprises and Election Trends
A look at surprising poll results and prediction markets.
Analysis of how the election outcomes differ from expectations.
[00:08:00] Financial Market Response: Stocks, Banks, and More
Insight into why bank stocks surged post-election.
Sectors that may benefit from policy shifts, including banking, value stocks, and technology.
[00:15:00] Potential Tax Changes and Policy Shifts
How anticipated changes in tax policies could impact portfolios.
Estate tax discussions and the broader implications for high-net-worth individuals.
[00:20:00] Key Concerns: Inflation, Tariffs, and Economic Growth
Discussion on possible inflation trends and tariff impacts.
Exploring potential inflation control strategies and how they could affect future markets.
[00:28:00] Closing Thoughts and Market Outlook
Brent, Matthew, and Joshua provide their final takes on the election’s long-term implications.
What investors should consider in their financial plans amid these political changes.
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.
