The 3 Phases of Retirement Planning (Ep.101)

Hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, the Retirement Plan Playbook podcast delves into investment strategies, retirement planning, and current events to help listeners develop a comprehensive retirement plan. The episode opens with personal anecdotes from the hosts, before moving on to discuss the three phases of retirement planning in detail, including the preparation, transition, and enjoyment phases. Additionally, the episode covers hot topics such as Dave and Buster's introducing digital betting, the Federal Reserve's decision to keep interest rates unchanged, and controversial aspects of Biden's capital gains tax proposal. The hosts emphasize the importance of early preparation for retirement and provide insights into financial planning, investment decisions, and the balance between saving and spending in retirement. 00:52 Casual Conversations: Sleepless Nights and Family Life 02:21 Dave and Busters' New Digital Betting Service: A Game Changer? 06:08 Federal Reserve's Latest Moves and Market Reactions 08:27 Biden's Capital Gains Tax Proposal: A Potential Economic Impact 14:06 Navigating the Prepare Phase of Retirement Planning 25:05 Transitioning to Retirement: Strategies and Considerations 32:23 Enjoying Retirement: Planning for the Golden Years 38:30 Final Thoughts and Recommendations 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