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 political or economic climate.
This episode discusses the stock market, interest rates, inflation in relation to the Federal Reserve's decisions, and the influence of tech companies Nvidia and Super Microcomputer on the stock market. They also touch upon a major acquisition by Capital One and delve into the complexities of making deductible IRA contributions.
00:36 Hosts' Casual Conversation and Personal Stories
03:08 Deep Dive into the CPI and Inflation
05:32 Nvidia's Earnings and Impact on the Market
09:03 Super Microcomputer: A New Player in the Market
11:41 Capital One's Acquisition of Discover Card
14:15 Jeff Bezos Selling Amazon Stock: An Analysis
17:33 Understanding IRA Contributions
18:54 The Impact of Roth IRA Contributions on IRA Eligibility
19:37 The Potential of Splitting IRA and Roth Contributions
23:59 Understanding the IRA Contribution Eligibility for Married Couples
27:06 Evermont Recommends: TV Shows and MLS Season
Connect with Evermont Wealth:
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
Choosing A Medicare Plan With Laurie Boatman (Ep.78)
The Third Quarter Review of 2022 (Ep.77)
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)
The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
Helping Aging Parents With Finances (Ep.74)
Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)
What It Means To Be A Fiduciary (Ep.72)
How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)
Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)
Analyzing The Current State Of The Stock Market (Ep.69)
Our Onboarding Process at RPA Wealth Management (Ep.68)
What To Expect When Working with RPA Wealth Management (Ep.67)
Creating Client Confidence and Connection (Ep.66)
The Looming Recession’s Impact on Retirees (Ep.65)
Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
Ep 63: Protect Your Retirement From Inflation
Ep 62: 2022 Preview
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