EPISODE · May 23, 2024 · 38 MIN
Retirement Planning 101: The Basics You Need to Know (Ep. 102)
from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk
The 'Retirement Plan Playbook' podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, provides a deep dive into investment strategies, retirement planning, and current events to help listeners build a robust retirement playbook. In this episode, they focus on the basics of retirement planning, including 401k contributions, the impact of inflation, and understanding Social Security benefits. They also discuss the significance of adjusting investment strategies over time and the importance of consulting with a certified financial planner for a customized retirement plan. Additionally, they touch on Netflix securing NFL rights, strategies for saving money in a high inflation environment, and share their personal recommendations on Evermont Wealth hats and merchandising. 02:06 The Roast of Tom Brady: A Hilarious Recap 05:12 Navigating Inflation and Money-Saving Tips 12:22 Netflix's Strategic Moves in Sports Broadcasting 16:48 Netflix's Content Strategy vs. Competitors 17:08 Diving Into Retirement Planning: The Basics 17:20 Maximizing Your 401k: Strategies and Tips 24:08 Investment Strategies: Stocks, Bonds, and Beyond 28:23 Understanding Social Security Benefits 34:05 Evermont Wealth's Merchandise Talk 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
What this episode covers
The 'Retirement Plan Playbook' podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, provides a deep dive into investment strategies, retirement planning, and current events to help listeners build a robust retirement playbook. In this episode, they focus on the basics of retirement planning, including 401k contributions, the impact of inflation, and understanding Social Security benefits. They also discuss the significance of adjusting investment strategies over time and the importance of consulting with a certified financial planner for a customized retirement plan. Additionally, they touch on Netflix securing NFL rights, strategies for saving money in a high inflation environment, and share their personal recommendations on Evermont Wealth hats and merchandising. 02:06 The Roast of Tom Brady: A Hilarious Recap 05:12 Navigating Inflation and Money-Saving Tips 12:22 Netflix's Strategic Moves in Sports Broadcasting 16:48 Netflix's Content Strategy vs. Competitors 17:08 Diving Into Retirement Planning: The Basics 17:20 Maximizing Your 401k: Strategies and Tips 24:08 Investment Strategies: Stocks, Bonds, and Beyond 28:23 Understanding Social Security Benefits 34:05 Evermont Wealth's Merchandise Talk 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
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Retirement Planning 101: The Basics You Need to Know (Ep. 102)
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