Hosted by Unknown Host · 🇺🇸 US · EN · 125 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Retirement Plan Playbook, a business show with 125 episodes published.
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 re
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 abo
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 acc
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, an
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,
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 econ
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
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 som
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 g
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
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 devasta
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
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
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 impli
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-t
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 an
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, M
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 w
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 a
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 instil
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Retirement Plan Playbook is hosted by Unknown Host. The show is categorised under business (investing) and has published 125 episodes.
Retirement Plan Playbook has published 125 episodes.
Retirement Plan Playbook regularly covers business, investing, news. It sits in the business category, with a investing focus.
Retirement Plan Playbook is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Retirement Plan Playbook hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Retirement Plan Playbook average 40 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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