PODCAST · business
Retirement Plan Playbook
by Matthew Theal, Brent Pasqua, Joshua Winterswyk
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.
Episodes
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War and Your Portfolio (Ep.126)
The US just launched strikes on Iran. Oil spiked from $70 to over $120 a barrel. The Strait of Hormuz is shut down. And your portfolio? Brent, Matthew, and Josh break down exactly what the Iran conflict means for your retirement — and why panic-selling might be the riskiest move of all. First up:...
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We're Back: Roth Conversions, AI That Negotiated a Car Deal, and What We've Been Up To (Ep. 125)
After a long break from the studio, Brent, Matthew, and Josh are back — and they've got a lot to catch up on. First up: Roth conversions. They're everywhere on social media, and clients are walking in the door asking about them. But should you actually do one? The guys break down when a Roth...
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Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the biggest tax updates from the newly passed legislation—including enhanced deductions, a new investment account for newborns, and how these changes impact retirees, business owners…
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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...
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Tariff Market Rebound – Why Staying Invested Paid Off Big (Ep.122)
Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market...
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Tariff Tantrum – What It Means for Your Money (Ep. 121)
Tariffs are back—and they're not subtle. In this emergency episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the sudden and aggressive return of U.S. tariffs, the economic chaos they’ve already triggered, and how investors should respond. From...
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Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)
In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk cover the spring 2025 financial landscape—from filing taxes to hot market trends like gold, Chinese stocks, and AI IPOs. Whether you’re wrapping up your return or wondering where to invest next, this episode…
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Stock Market Drops—Should You Be Worried? (ep.119)
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk tackle the latest market pullback and what it means for investors. Is this a normal correction, or are we headed for something bigger? More importantly—what should you do (or NOT do) right now? 🔍...
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The Nervous Economy – What’s Driving Market Uncertainty in 2025? (Ep.118)
In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk break down the biggest financial concerns shaping 2025. With economic shifts, political changes, and market volatility, investors are growing increasingly nervous—so what does it all mean for your portfolio and...
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Is 2025 the Best Year to Retire? Market Outlook, AI, and Financial Planning (Ep. 117)
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk explore whether 2025 is shaping up to be one of the best years to retire. With strong market performance, rising Social Security benefits, and the continued evolution of AI, this year presents…
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2025 Market Preview – Fires, Inflation, and AI’s Role in the Economy (Ep. 116)
In this episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk dive into what 2025 has in store for the economy, markets, and retirement planning. From navigating California’s devastating wildfires to discussing inflationary trends and the impact of AI on...
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End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)
In this final episode of 2024, Brent Pasqua and Matthew Theal take a reflective dive into the major events and financial highlights of the year. From top year-end planning strategies to the evolution of AI and its impact on finance, this episode is packed with actionable advice and...
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The Stock Market, Bitcoin, and Retirement Planning (Ep.114)
In this episode of The Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth take you on a comprehensive journey through the world of financial planning, the current stock market landscape, and the evolving role of Bitcoin as an investment asset. Key…
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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…
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Gifting and Inheritance Strategies for Families (Ep.112)
In this episode, the hosts dive deep into the importance of gifting and inheritance strategies. They explore how families can effectively transfer wealth, minimize tax burdens, and create meaningful impact through well-timed gifts. They also discuss the psychological and emotional aspects of…
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2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111)
Hosts Brent, Matthew, and Josh introduce the show, focusing on investment strategies, retirement planning, and current events. They discuss the importance of adaptability in volatile times, especially during political and economic uncertainty. [00:01:00] - Social Media and Distractions - The team...
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Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110)
Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference, the largest gathering of financial advisors and FinTech leaders. Hosted by seasoned financial planners Brent Pasqua, Matthew Theal, and Joshua Winterswyk, this episode delivers key insights on…
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Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)
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...
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Understanding the Stock Market Drop (Ep. 108)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk delve into the complexities of the current stock market drop and its implications for the rest of the year. They analyze the recent market volatility, discussing the significant events such…
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Teaching Kids About Money (Ep.107)
In this episode of the Retirement Plan Playbook, financial planners Matthew Theal and Joshua Winterswyk from Evermont Wealth discuss the importance of teaching children about money. They provide practical tips for instilling financial literacy at different ages—from toddlers to adult children.…
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Creating a Personal Investment Philosophy (Ep. 106)
In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy. They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies. The hosts also…
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What’s Your Number? Do I Have Enough to Retire? (Ep. 105)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua and Matthew Theal of Evermont Wealth delve into comprehensive retirement planning and investment strategies. The discussion addresses crucial questions about how much money is needed to retire comfortably. They analyze market...
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Tax-Efficient Bucket and Distribution Planning (Ep. 104)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies. They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The…
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Inflation Survival Guide: Smart Money Saving Strategies (Ep.103)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk from Evermont Wealth dive into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation. They also provide insights into the current stock market…
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Retirement Planning 101: The Basics You Need to Know (Ep. 102)
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…
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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…
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Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone. Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during...
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Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement. The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam...
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Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversations about March Madness, and then transition into hot take headlines including potential TikTok…
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Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth discuss investment strategies, retirement planning, and current events. The conversation kicks off with an analysis of the cryptocurrency market's recent bullish trends,...
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Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any...
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Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the concept of sequence risk in retirement planning. Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money…
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Exploring the 4% Withdrawal Rule (Ep.94)
On this episode of The Retirement Plan Playbook, hosts, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, discuss the 4% withdrawal rule, a guideline that helps to craft a sustainable retirement plan. The rule suggests that retirees can withdraw 4% of their portfolio every…
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Rebranding, Market Updates and 2024 Predictions (Ep.93)
In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future. The podcast also recaps market trends...
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Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
In this episode, we provide a comprehensive review of the financial market's performance over the past quarter. We begin with a discussion on: The significant drop in inflation rates, a key indicator of economic health. The Biden administration's decision to resume federal student loan payments…
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The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
Are you tired of earning 0% interest on your cash? Do you want to know how to make your money work for you and earn up to 5.00% APY on the cash in your bank account? In this episode, we will discuss the best ways to earn interest on your cash, even if it's earning 0%. We will cover everything…
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Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it. In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing…
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Should You Be Buying A House Right Now? (Ep. 89)
The state of the housing market continues to evolve, but one question Americans keep asking themselves remains constant: Should I be selling or buying a home right now? In this episode, RPA Wealth delves into the state of the housing market in California and how interest rates are affecting it.…
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Our Take On The Silicon Valley Bank Issue (Ep. 88)
The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin! Needless to say, there’s a lot going on in the financial world right now, and RPA Wealth is ready to dive right into it. In this episode, Matthew Theal,...
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Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement? In this episode, Marissa Almendarez is on the show to discuss the different ways you can start implementing physical activity into your day, whether...
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Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders! In this gripping podcast episode, financial experts Matthew Theal, Brent Pasqua, and Joshua Winterswyk dive deep into the world of bond ladders, revealing everything you need...
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Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
Tax season is just around the corner, and it can be stressful for many. As tax season rapidly approaches, the mere thought of it may trigger anxiety for many. But fear not, because, in this highly informative episode, you'll hear from tax expert Amber M. Storms, EA, alongside financial advisors...
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Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days. And now, we want to help you plan your dream getaway. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a…
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Financial Predictions For 2023 (Ep.83)
A new year, and a new financial outlook! Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what…
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A Recap of 2022 (Ep.82)
2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts. In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this information to help you better understand what you can expect in the new year. Matthew, Brent, and…
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Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
You’ve found it. Everything you need to know about real estate investing, all in one place. In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you…
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7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year....
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Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
There is a lot going on in the stock market and investing industry right now. That’s why we are your go-to resource when it comes to the hot take headlines in the investing world. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some of the most relevant headlines you...
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Choosing A Medicare Plan With Laurie Boatman (Ep.78)
Unfortunately, the chances of you needing medical attention increase as the years progress. So what can you do to prepare for this? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Laurie Boatman, a licensed, trained and certified independent insurance agent to discuss...
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The Third Quarter Review of 2022 (Ep.77)
As we’ve said before, everyone is feeling the effects of inflation. But who is inflation affecting the most? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some key updates about recent increases in Social Security and Medicare and some statistics about how the stock...
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ABOUT THIS SHOW
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.
HOSTED BY
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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Frequently Asked Questions
How many episodes does Retirement Plan Playbook have?
Retirement Plan Playbook currently has 125 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retirement Plan Playbook about?
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...
How often does Retirement Plan Playbook release new episodes?
Retirement Plan Playbook publishes regularly with 125 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Retirement Plan Playbook?
You can listen to Retirement Plan Playbook on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retirement Plan Playbook?
Retirement Plan Playbook is created and hosted by Matthew Theal, Brent Pasqua, Joshua Winterswyk.
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