Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)

from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk

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: [email protected] [email protected] (909) 296-7977 Evermont.com LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: Evermont Wealth

Episode metadata supplied by the publisher feed · Published Sep 12, 2024

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Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)

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This episode was published on September 12, 2024.

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