Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.
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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.
End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)
Retirement Plan Playbook
45 minutes 2 seconds
11 months ago
End of Year Financial Strategies and Key Highlights from 2024 (Ep. 115)
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.
Retirement Plan Playbook
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.
