Retirement Plan Playbook
Matthew Theal, Brent Pasqua, Joshua Winterswyk
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Recent Episodes
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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.…
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…
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,…
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…
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…
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…
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…
Frequently Asked Questions
Retirement Plan Playbook has published 127 episodes since June 2019, covering topics in Business, Business News.
Retirement Plan Playbook is currently active with new episodes every 2 weeks. Average episode length is 35m.
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