Matthew Theal, Brent Pasqua, Joshua Winterswyk

Retirement Plan Playbook

Join the experts from Evermont Wealth for insightful discussions on financial and retirement planning. Get practical advice to help you achieve your financial goals.

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End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)

E115 • 45 mins • Dec 19, 2024

Recent Episodes

Dec 19, 2024

End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)

E115 • 45 mins

Nov 21, 2024

The Stock Market, Bitcoin, and Retirement Planning (Ep.114)

E114 • 42 mins

Nov 8, 2024

The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113)

E113 • 32 mins

Oct 24, 2024

Gifting and Inheritance Strategies for Families (Ep.112)

E112 • 52 mins

Oct 10, 2024

2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111)

E111 • 48 mins

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