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Retirement Plan Playbook

Retirement Plan Playbook

De : Matthew Theal Brent Pasqua Joshua Winterswyk
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 Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.Copyright RPA Wealth Management Economie Finances privées Politique et gouvernement
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    • We're Back: Roth Conversions, AI That Negotiated a Car Deal, and What We've Been Up To (Ep. 125)

      We're Back: Roth Conversions, AI That Negotiated a Car Deal, and What We've Been Up To (Ep. 125)
      Feb 26 2026
      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 about them. But should you actually do one? The guys break down when a Roth conversion makes sense, when it doesn't, and why paying the tax bill out of pocket changes the entire equation. Matthew shares a recent client projection that showed a million-dollar difference in inherited wealth — but it's not a slam dunk for everyone. Then the conversation shifts to AI — and it gets real. Brent tells the full story of how he used Claude to negotiate a car purchase entirely through text messages, landing the best price, the best rate, and catching a $3,000 paperwork error the dealership missed. Matthew talks about using AI to analyze his genetics and build a kid-friendly meal plan. And the team discusses how AI is already replacing medical scribes, editing podcasts, and doing the day-to-day work that used to take hours. They also get into the darker side of AI and social media — bots, AI slop, dead internet theory, and why arguing in comment sections might mean you're talking to a computer. The episode wraps with personal updates: Matt's reffing AYSO soccer, Josh's son just started T-ball on the Dodgers, and Brent's savoring his last season as Little League president before his son ages out. Timestamps 0:00 — Intro1:00 — We're back! What happened and why4:00 — Roth conversions: When they make sense (and when they don't)5:00 — The social media hype around Roth conversions7:00 — Writing a check to the IRS: The real test8:00 — A million-dollar Roth conversion projection9:30 — AI beyond ChatGPT: Where things are headed11:00 — The leap from late 2025 to today12:30 — How Matthew used AI to refresh the podcast14:30 — Clients showing up with ChatGPT-generated financial plans16:00 — AI for meal plans, grocery lists, and travel booking17:00 — Brent's car negotiation story (using Claude)21:00 — Human + AI vs. human alone23:00 — AI in medicine: Scribes replaced, blood work analyzed25:00 — AI fears vs. AI reality27:00 — Dead internet theory and AI slop29:00 — Why companies using AI are actually working more31:00 — Paid vs. free AI models: Why it matters33:00 — Personal updates: Kids, sports, and Orangetheory39:00 — Closing Key Takeaways Roth conversions aren't for everyone — the real question is whether you can afford to write the tax check out of pocket, and whether inheritance planning is a priority for you.AI has leaped past "fix my email" — it can now negotiate, analyze, plan meals, and handle complex multi-step tasks in your daily life.If you're still using the free version of an AI tool, you're working with technology that's 2-3 years behind the paid models.The human + AI combo beats a human alone every time — for now.Social media drove the Roth conversion craze, and the tax cuts ended up getting extended anyway. Links & Resources Evermont Wealth: https://evermont.comShow Notes: https://retirementplanplaybook.comCall Us: (909) 296-7977Subscribe & Review on Apple Podcasts or Spotify
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      40 min
    • Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)

      Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
      Jul 24 2025

      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 account for newborns, and how these changes impact retirees, business owners, and investors.

      Plus, the team discusses how the market rebounded to all-time highs, what AI is fueling next, and why financial planning is more essential than ever.

      📊 Here’s what we cover:

      • 🧾 The SALT deduction cap is back (and higher!)—who benefits and who gets phased out

      • 👴 A new $12,000 deduction for retirees—what to know before you file

      • 🏦 Estate tax exemption locked in at $15M per person—what it means for families

      • 👶 Newborn “Trump Accounts”—seed money from the government, tax-deferred growth, and major flexibility

      • 📈 Why the market is at all-time highs despite volatility, tariffs, and war chatter

      • 📉 Should you rebalance now or keep buying into strength?

      Plus: Travel tips, TSA pre-check wins, and a debate over Real IDs you didn’t know you needed.

      👉 Feeling unsure how this new tax law affects your financial plan? Visit evermont.com to schedule your complimentary consultation.📲 Subscribe and leave a review—it helps more people find retirement advice that actually works.
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      42 min
    • Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)

      Inside the Big Beautiful Bill – Tax Cuts, MAGA Accounts, and What It Means for Retirees (Ep. 123)
      Jun 19 2025

      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, and Joshua Winterswyk unpack the surprising strength in markets, the economic signals investors should pay attention to, and how the newly passed “Big Beautiful Bill” could reshape retirement and tax planning.

      🎯 In this episode:

      • 📰 Middle East conflict & World War III fears – What’s priced in and what’s not

      • 💥 Tariffs fade, markets rebound – Why staying invested is paying off again

      • 📉 Inflation cooling & rate cut signals – Are we heading for stability or slowdown?

      • 🏛️ The “Big Beautiful Bill” – What’s in the tax extension and why it matters

      • 👶 MAGA Accounts (yes, really) – $1,000 for every newborn starting in 2025?

      • 💼 Social Security tax credit workaround – What retirees need to know

      • 📈 IPO fever returns – AI, crypto, and fintech startups are fueling investor excitement

      Plus, the guys talk about family travel tips, educational vacations, and the value of showing kids real history vs. just poolside relaxation.

      👉 Need help adjusting your retirement plan for taxes, market changes, or new legislation? Visit evermont.com to schedule a complimentary consultation with our team.

      📲 Subscribe and leave a review to help others discover smart, timely retirement guidance.
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      34 min
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