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 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: 

• matthew@evermont.com
• joshua@evermont.com
• (909) 296-7977
• Evermont.com
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: Evermont Wealth