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 from 2023. An optimistic year that defied bearish predictions, major indexes like the S&P 500 and the Nasdaq saw returns of over 24 and 43% respectively.
Despite challenges like increased layoffs in a variety of sectors and potential inflation, the overarching strategy remains passive investing. In terms of what could stall the ongoing rally, factors such as increased inflation, economic slowdown, and escalation of global conflicts were identified.
The episode also highlights the approval of Bitcoin ETFs as a revolutionary step which could steer retirement planning in 2024. Brent shares his personal plan to continue building on AI-focused stocks, reflecting a widespread optimism towards AI's future. The episode concludes with some personal anecdotes and well wishes for a great year ahead.
00:01 Introduction and Welcome Back
00:28 Discussing the Rebranding from RPA to Evermont
02:46 The Importance of a Good Company Name
04:00 The Journey to the New Brand Name: Evermont
06:28 The Significance of the New Logo
06:49 Reflecting on the Rebranding Process
08:28 The Impact of the Rebranding on the Company's Future
10:45 Recapping the Market Performance in 2023
12:54 Investing Lessons from 2023
16:23 Investing Trends for 2024
21:02 Favorite Purchases of 2023
23:03 Discussing a Recent Concert Experience
23:38 Sharing Favorite NFL Team Experiences
24:46 Office Remodeling and Family Trip to Disney World
25:47 Reflecting on the Value of Experiences Over Materialistic Purchases
26:50 Predicting Market Trends for 2024
29:58 Changes in Retirement Planning in 2024
34:14 Personal Investment Strategies for 2024
38:50 Anticipated Big Purchases for 2024
42:01 Closing Thoughts and Wishes for a Prosperous Year
Connect with Evermont Wealth:
Ep 61: 2021 Wrap Up
Ep 60: Year End Financial Planning Strategies
Ep 59: Creating A Balance Sheet
Ep 58: Amber Storms Interview
Ep 57: Cash Management For Inflation
Ep 56: Q3- Review
Ep 55: Biden‘s Tax Proposal
Ep 54: Review Your Investments
Ep 53: State Tax Strategies
Ep 52: Second Quarter Review
Ep 51: Understanding Your Risk Tolerance
Ep 50: Financial Lessons Learned
Ep 49: How To Invest $1,000,000
Ep 48: Inflation and Your Retirement Plan
Ep 47: How to Know When to Hire a Financial Advisor
Ep 46: Personal Wealth Destroyers
Ep 45: Strategies to Reduce Your Taxes
Ep 44: Are Index Funds A Good Investment?
Ep 43: What Is A Bitcoin?
Ep 42: Retiring In A Strong Economy
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