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.