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 devastating wildfires to discussing inflationary trends and the impact of AI on technology and investments, this conversation is packed with timely insights and actionable advice.

Here’s what we cover:

• The aftermath of California wildfires: Community impact and recovery challenges
• Inflation concerns, interest rates, and their effect on retirement planning
• 2025 market outlook: Why experts are optimistic despite volatility
• AI as a driver for innovation and market growth: Is it the “new internet moment”?
• Trade, tariffs, and the new administration’s impact on market trends

Plus, we share personal health tech tips, investment strategies, and predictions for the year ahead.

If you’re looking to stay ahead in your retirement planning and understand the forces shaping this year’s economy, this episode is for you.

Contact Us: 📞 Call us at 909-296-7977 🌐 Visit www.evermont.com for a complimentary consultation

Don’t forget to subscribe and leave a review. Let us help you build a better future, one episode at a time.

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 on finance, this episode is packed with actionable advice and thought-provoking discussions. They also share personal anecdotes, client success stories, and exciting plans for 2025. Tune in for insights that will help you close out the year strong and set the stage for success in the year ahead!

Timestamps:

• [00:00:00] Welcome and End-of-Year Announcements
• [00:02:00] The Claremont Wine Walk: A Community Engagement Highlight
• [00:05:00] Year-End Financial Planning Strategies
  • Maxing out 401(k) contributions
  • Tax loss harvesting tips
• [00:11:00] Rebalancing Your Portfolio and Taking RMDs
• [00:13:00] The Importance of Updating Your Estate Plan
• [00:14:00] The Case for Gifting: How to Share Wealth Strategically
• [00:16:00] Reflecting on 2024: Market Trends, AI, and Political Events
• [00:24:00] Financial Lessons from Elon Musk and Technological Breakthroughs
• [00:27:00] Bitcoin and Crypto in 2024: ETF Approval and Market Growth
• [00:28:00] Cancer Vaccine Innovations: A Look at Biotech Progress
• [00:32:00] Family and Gift Ideas: What’s Hot This Holiday Season
• [00:41:00] Closing Remarks and New Year Wishes

Thank you for joining us throughout 2024. We’ll be back in 2025 with more insights, strategies, and exciting new content! Happy holidays!

Resources Mentioned:

• Evermont Wealth Website: www.evermont.com
• Complimentary Consultation: Call us at (909) 296-7977
• Learn more about retirement planning at retirementplanplaybook.com

Don’t forget to subscribe to The Retirement Plan Playbook for more expert financial insights and actionable strategies.

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 landscape, and the evolving role of Bitcoin as an investment asset.

Key topics include:

• Stock Market Trends: Insights into the S&P 500’s performance and strategies for managing portfolio gains as the year wraps up.
• Bitcoin’s Bull Run: A detailed discussion about Bitcoin’s historic rise, its growing institutional backing, and how it could fit into your investment strategy.
• Rental Properties vs. Bonds: Why traditional rental property investments might not make sense in today’s market and how Treasury Bills offer an alternative for steady returns.
• Year-End Tax and Rebalancing Strategies: Practical tips for rebalancing your portfolio, taking profits, and preparing for tax season.
• Personal Insights: Fun anecdotes from the hosts, including Brent’s journey as a new “dog dad” and tips for holiday decorations.

Whether you're a seasoned investor or just starting to plan for retirement, this episode is packed with valuable advice and actionable tips to help you navigate today’s complex financial landscape.

Key Quotes:

• “When you see new market highs, it's not a reason to sell—it's often a reason to buy.”
• “Bitcoin is evolving into a legitimate financial asset, akin to digital gold.”
• “The math just isn’t adding up for rental properties in this market.”

Resources Mentioned:

• Evermont Wealth Website: www.evermont.com
• Complimentary Consultation: Call us at (909) 296-7977
• Learn more about retirement planning at retirementplanplaybook.com

Don’t forget to subscribe to The Retirement Plan Playbook for more expert financial insights and actionable strategies.