Best Joshua Winterswyk Podcasts (2024)

1
The Election’s Impact on Your Portfolio: Tax, Market, and Strategy Adjustments for Investors (Ep. 113) 31:57

40m ago31:57

31:57

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. From analyzing tax implications to exploring market shifts, they offer insights to help listeners make sense of the evolving financial landscape. [00:01:0…

1
Gifting and Inheritance Strategies for Families (Ep.112) 52:27

15d ago52:27

52:27

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 impact through well-timed gifts. They also discuss the psychological and emotional aspects of giving and how to approach conversations around wealth tr…

701
2024 Election Preview: Markets, Volatility, and Investment Strategies (Ep. 111) 47:51

23d ago47:51

47:51

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, especially during political and economic uncertainty. [00:01:00] - Social Media and Distractions - The team discusses the distractions of social media platforms…

1
Future-Proofing Your Wealth: Inside the Biggest Financial Trends (Ep.110) 47:43

1M ago47:43

47:43

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 planners Brent Pasqua, Matthew Theal, and Joshua Winterswyk, this episode delivers key insights on the latest advancements in AI, wealth management techno…

1
Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109) 36:04

2M ago36:04

36:04

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…

1
Understanding the Stock Market Drop (Ep. 108) 34:45

3M ago34:45

34:45

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 rest of the year. They analyze the recent market volatility, discussing the significant events such as an assassination attempt on Donald Trump, Biden's d…

1
Teaching Kids About Money (Ep.107) 40:29

3M ago40:29

40:29

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 practical tips for instilling financial literacy at different ages—from toddlers to adult children. The episode also touches on current market events, incl…

1
Creating a Personal Investment Philosophy (Ep. 106) 32:25

4M ago32:25

32:25

In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy. They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies. The hosts also review the latest financial headlines, including the impli…

1
What’s Your Number? Do I Have Enough to Retire? (Ep. 105) 40:33

4M ago40:33

40:33

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua and Matthew Theal of Evermont Wealth delve into comprehensive retirement planning and investment strategies. The discussion addresses crucial questions about how much money is needed to retire comfortably. They analyze market trends, such as the performance of major stock indices, …

1
Tax-Efficient Bucket and Distribution Planning (Ep. 104) 42:29

5M ago42:29

42:29

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies. They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-te…

1
Inflation Survival Guide: Smart Money Saving Strategies (Ep.103) 43:19

5M ago43:19

43:19

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk from Evermont Wealth dive into smart money-saving strategies and discuss the importance of budgeting amidst rising inflation. They also provide insights into the current stock market, including Nvidia's 10-for-1 stock split and the SEC's shift …

1
Retirement Planning 101: The Basics You Need to Know (Ep. 102) 38:54

6M ago38:54

38:54

The 'Retirement Plan Playbook' podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, provides a deep dive into investment strategies, retirement planning, and current events to help listeners build a robust retirement playbook. In this episode, they focus on the basics of retirement planning, including 401k contr…

1
The 3 Phases of Retirement Planning (Ep.101) 45:24

6M ago45:24

45:24

Hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, the Retirement Plan Playbook podcast delves into investment strategies, retirement planning, and current events to help listeners develop a comprehensive retirement plan. The episode opens with personal anecdotes from the hosts, before moving on to discuss the three ph…

1
Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100) 44:32

7M ago44:32

44:32

The Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, celebrates its 100th episode milestone. Reflecting on the journey since its inception in 2018, the hosts discuss the evolution of the podcast through challenges, including a pause during the pandemic and subsequent resumption due to client…

1
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99) 43:11

7M ago43:11

43:11

In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement. The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of …

1
Roth IRA vs. Traditional IRA: The Great Debate (Ep.98) 35:14

8M ago35:14

35:14

In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversations about March Madness, and then transition into hot take headlines including potential TikTok bans and an antitrust suit against Apple. The core of t…

1
Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97) 44:42

8M ago44:42

44:42

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth discuss investment strategies, retirement planning, and current events. The conversation kicks off with an analysis of the cryptocurrency market's recent bullish trends, particularly highlighting Bitcoin's surge following ETF…

1
Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96) 31:35

8M ago31:35

31:35

The Retirement Plan Playbook podcast, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, explores investment strategies, retirement planning, and current events. They aim to equip listeners with insights to build a robust retirement playbook that can adapt to any political or economic climate. This episode discusses th…

1
Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95) 47:24

9M ago47:24

47:24

In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the concept of sequence risk in retirement planning. Sequence risk refers to the risk of receiving lower or negative returns early in a period when retirees begin to withdraw money from their retirement funds. They examine how strategie…

1
Exploring the 4% Withdrawal Rule (Ep.94) 41:16

9M ago41:16

41:16

On this episode of The Retirement Plan Playbook, hosts, Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, discuss the 4% withdrawal rule, a guideline that helps to craft a sustainable retirement plan. The rule suggests that retirees can withdraw 4% of their portfolio every year during retirement, adjusting for inflation subsequ…

1
Rebranding, Market Updates and 2024 Predictions (Ep.93) 44:14

10M ago44:14

44:14

In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future. The podcast also recaps market trends from 2023. An optimistic year that defied bearish pre…

1
Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92) 46:56

1+ y ago46:56

46:56

In this episode, we provide a comprehensive review of the financial market's performance over the past quarter. We begin with a discussion on: The significant drop in inflation rates, a key indicator of economic health. The Biden administration's decision to resume federal student loan payments, a move that impacts millions of borrowers. Nvidia's i…

1
The 5% Interest Solution: How to Make Your Money Work for You (Ep.91) 47:48

1+ y ago47:48

47:48

Are you tired of earning 0% interest on your cash? Do you want to know how to make your money work for you and earn up to 5.00% APY on the cash in your bank account? In this episode, we will discuss the best ways to earn interest on your cash, even if it's earning 0%. We will cover everything from high-yield savings accounts to CDs to money market …

1
Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90) 44:25

1+ y ago44:25

44:25

The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it. In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals. The current economic climate is forcing many…

1
Should You Be Buying A House Right Now? (Ep. 89) 38:59

1+ y ago38:59

38:59

The state of the housing market continues to evolve, but one question Americans keep asking themselves remains constant: Should I be selling or buying a home right now? In this episode, RPA Wealth delves into the state of the housing market in California and how interest rates are affecting it. The episode begins with an overview of the current sta…

1
Our Take On The Silicon Valley Bank Issue (Ep. 88) 34:15

1+ y ago34:15

34:15

The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin! Needless to say, there’s a lot going on in the financial world right now, and RPA Wealth is ready to dive right into it. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss some of …

1
Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87) 36:29

1+ y ago36:29

36:29

Preparing yourself financially for retirement is important, but have you ever thought about how you can prepare yourself physically for retirement? In this episode, Marissa Almendarez is on the show to discuss the different ways you can start implementing physical activity into your day, whether you are in your 20s, 50s, and even 80s! Marissa discu…

1
Building Your Retirement Income: The Bond Ladder Approach (Ep. 86) 36:07

1+ y ago36:07

36:07

Are you looking for a retirement plan that can provide stability and consistent income? Look no further than bond ladders! In this gripping podcast episode, financial experts Matthew Theal, Brent Pasqua, and Joshua Winterswyk dive deep into the world of bond ladders, revealing everything you need to know to make an informed decision for your retire…

1
Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85) 40:36

1+ y ago40:36

40:36

Tax season is just around the corner, and it can be stressful for many. As tax season rapidly approaches, the mere thought of it may trigger anxiety for many. But fear not, because, in this highly informative episode, you'll hear from tax expert Amber M. Storms, EA, alongside financial advisors Matthew Theal, Brent Pasqua, and Joshua Winterswy. The…

1
Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84) 36:44

2y ago36:44

36:44

Retirement brings the opportunity to travel to some of the most amazing places you didn’t have the chance to see during your working days. And now, we want to help you plan your dream getaway. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Kaitlan Whitteberry, a luxury travel agent at SmartFlyer about her insights on h…

1
Financial Predictions For 2023 (Ep.83) 43:52

2y ago43:52

43:52

A new year, and a new financial outlook! Bringing in the new year means it’s time for RPA Wealth Management to make some 2023 financial predictions. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recently passed Secure Act 2.0, 2023 interest rates, and what investors can expect entering a new year during a bear marke…

1
A Recap of 2022 (Ep.82) 34:15

2y ago34:15

34:15

2022 was a year full of financial highs and lows that a lot of people felt through their bank accounts. In this episode, Matthew, Brent and Joshua recap the financial year of 2022 and use this information to help you better understand what you can expect in the new year. Matthew, Brent, and Joshua discuss: Stats about this year’s Black Friday sales…

1
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81) 41:10

2y ago41:10

41:10

You’ve found it. Everything you need to know about real estate investing, all in one place. In this episode, Matthew, Brent, and Joshua, talk with Jay Frank, President of Cantor Fitzgerald Asset Management, to discuss everything you should know about real estate investing including what you should know as a landlord, what a delaware statutory trust…

1
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80) 44:38

2y ago44:38

44:38

With the likelihood of a recession almost certain and most households having some amount of credit card debt, building effective financial strategies is more important than ever. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk focus on financial planning tips for the new year. They share some of their favorite strategies to incre…

1
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79) 34:03

2y ago34:03

34:03

There is a lot going on in the stock market and investing industry right now. That’s why we are your go-to resource when it comes to the hot take headlines in the investing world. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some of the most relevant headlines you should know as you head into the holiday season and as …

1
Choosing A Medicare Plan With Laurie Boatman (Ep.78) 37:03

2y ago37:03

37:03

Unfortunately, the chances of you needing medical attention increase as the years progress. So what can you do to prepare for this? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk talk with Laurie Boatman, a licensed, trained and certified independent insurance agent to discuss the topic of Medicare. She will help you better unde…

1
The Third Quarter Review of 2022 (Ep.77) 35:58

2y ago35:58

35:58

As we’ve said before, everyone is feeling the effects of inflation. But who is inflation affecting the most? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss some key updates about recent increases in Social Security and Medicare and some statistics about how the stock market did in the second quarter of 2022. Matthew, Bre…

1
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76) 34:14

2y ago34:14

34:14

Things are changing very quickly in the stock market. So what can you do to enhance your portfolio’s performance in such an unpredictable time? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the recent news about housing market interest rates, the consumer price index, and the longer than average downturned stock market.…

1
The Top Five Issues To Consider During A Financial Market Correction (Ep.75) 37:31

2y ago37:31

37:31

How can you prepare yourself and your family for a financial market correction? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss the top five issues to consider during a financial market correction. They will also share some strategies to help you out when it happens. Matthew, Brent, and Joshua discuss: The take on the new…

1
Helping Aging Parents With Finances (Ep.74) 38:05

2y ago38:05

38:05

How do we talk to our parents about their finances? Asking questions related to money can be difficult even if it's your own family, but it shouldn't be. At a certain point, we are most likely going to be in charge of our parents' money and making financial decisions for them. So, what do you think is the ideal age to start this conversation with y…

1
Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73) 34:45

2y ago34:45

34:45

In recent years, the real estate market has been on fire, but now it seems to be cooling down. Do you know why this is happening? In this episode, founder and real estate agent of Coldwell Banker Blackstone Realty, Kelli Vanevenhoven, discusses the current state of the real estate market and what it means for you and your current financial situatio…

1
What It Means To Be A Fiduciary (Ep.72) 36:24

2+ y ago36:24

36:24

The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors a…

1
How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71) 34:57

2+ y ago34:57

34:57

2022 has been far from a regular year, as have the past three years. The war in Ukraine, the after effects of Covid-19 on the economy, and talks of a recession all makes 2022 a very unusual year. But how have these events affected you and your finances? In this episode, Brent, Matthew, and Joshua discuss some of the most talked about events of 2022…

1
Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70) 39:32

2+ y ago39:32

39:32

A lot of people are panicking every time they check their portfolio these days. There is no need for this, in fact, you should just be riding the wave. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk share their insight about the cryptocurrency meltdown, the housing market, and interest rates. They also discuss how their predict…

1
Analyzing The Current State Of The Stock Market (Ep.69) 30:24

2+ y ago30:24

30:24

Unless you have been living under a rock for the past few months, you have noticed the intense effects of inflation. In this episode, Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss the state of the stock market as of June 2022 and highlight what a downturned market has meant for investors throughout history. Brent, Matt, and Joshua disc…

1
Our Onboarding Process at RPA Wealth Management (Ep.68) 27:45

2+ y ago27:45

27:45

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team. Matthew, Brent, and Joshua, discuss: How they app…

1
What To Expect When Working with RPA Wealth Management (Ep.67) 25:06

2+ y ago25:06

25:06

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different. What are your unique financial goals? In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and n…

1
Creating Client Confidence and Connection (Ep.66) 31:43

2+ y ago31:43

31:43

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they…

1
The Looming Recession’s Impact on Retirees (Ep.65) 32:55

2+ y ago32:55

32:55

Whether you are talking about inflated prices of grocery lists or the struggling stock market, the conversation of an approaching recession is all around us. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk of RPA Wealth Management, discuss common questions and concerns when potentially approaching a recession. Together they break…

1
Ep 64: Will The Russia & Ukraine Conflict Crash The Market? 27:22

2+ y ago27:22

27:22

The conflict between Russia and Ukraine has invoked fear in investors because some believe that this event will cause a crash in the American stock market. Is there truth to this sentiment? Or will the market gloss over this news item in a couple weeks? Brent, Matthew, and Joshua will take a look at how the stock market has performed in previous wa…

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Joshua Winterswyk Podcasts

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