• Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)

  • Sep 12 2024
  • Length: 36 mins
  • Podcast

Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)

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  • Summary

  • 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 with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations.

    00:37 Hawaii Vacation Recap

    05:25 Unexpected Apple Charges

    13:28 Kamala Harris's Capital Gains Proposal

    20:58 Seasonal Trends in the Stock Market

    25:22 Federal Reserve Rate Cuts

    27:53 Financial Planning Breakfast Event

    30:02 NFL Season Predictions

    31:13 Evermont Recommends

    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
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