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 the stock market, interest rates, inflation in relation to the Federal Reserve's decisions, and the influence of tech companies Nvidia and Super Microcomputer on the stock market. They also touch upon a major acquisition by Capital One and delve into the complexities of making deductible IRA contributions.
 
00:36 Hosts' Casual Conversation and Personal Stories
03:08 Deep Dive into the CPI and Inflation
05:32 Nvidia's Earnings and Impact on the Market
09:03 Super Microcomputer: A New Player in the Market
11:41 Capital One's Acquisition of Discover Card
14:15 Jeff Bezos Selling Amazon Stock: An Analysis
17:33 Understanding IRA Contributions
18:54 The Impact of Roth IRA Contributions on IRA Eligibility
19:37 The Potential of Splitting IRA and Roth Contributions
23:59 Understanding the IRA Contribution Eligibility for Married Couples
27:06 Evermont Recommends: TV Shows and MLS Season
 
Connect with Evermont Wealth: 
matthew@evermont.com
(909) 296-7977
Evermont.com
LinkedIn: Matthew Theal
LinkedIn: Brent Pasqua
LinkedIn: Joshua Winterswyk
LinkedIn: Evermont Wealth
 

Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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

FEB 29, 202431 MIN
Retirement Plan Playbook

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

FEB 29, 202431 MIN

Description

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 the stock market, interest rates, inflation in relation to the Federal Reserve's decisions, and the influence of tech companies Nvidia and Super Microcomputer on the stock market. They also touch upon a major acquisition by Capital One and delve into the complexities of making deductible IRA contributions.

 

00:36 Hosts' Casual Conversation and Personal Stories

03:08 Deep Dive into the CPI and Inflation

05:32 Nvidia's Earnings and Impact on the Market

09:03 Super Microcomputer: A New Player in the Market

11:41 Capital One's Acquisition of Discover Card

14:15 Jeff Bezos Selling Amazon Stock: An Analysis

17:33 Understanding IRA Contributions

18:54 The Impact of Roth IRA Contributions on IRA Eligibility

19:37 The Potential of Splitting IRA and Roth Contributions

23:59 Understanding the IRA Contribution Eligibility for Married Couples

27:06 Evermont Recommends: TV Shows and MLS Season

 

Connect with Evermont Wealth: