Retirement Plan Playbook

Hosted by Matthew Theal and Joshua Winterswyk and Brent Pasqua and Brent and Josh and Matthew · Matthew Theal, Brent Pasqua, Joshua Winterswyk

5.0from 28 ratings

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44Podcast AuthorityScore out of 100 · How it is scored

127
Episodes: 34
Transcribed: 28
Ratings: 2019
First episode

About Retirement Plan Playbook

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.

Publisher: Matthew Theal, Brent Pasqua, Joshua Winterswyk
Category: business · news
Language: en
Explicit: No
First episode: 17 Jun 2019
Latest episode: 12 Mar 2026

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Latest episodes

34 of 127 episodes have a transcript.

12 Mar 2026TRANSCRIPT
War and Your Portfolio (Ep.126)
Financial advisors Brent, Matthew, and Josh discuss the impact of geopolitical events on retirement portfolios, offering strategies to navigate market volatility and avoid panic-selling.
26 Feb 2026TRANSCRIPT
We're Back: Roth Conversions, AI That Negotiated a Car Deal, and What We've Been Up To (Ep. 125)
Hosts Brent, Matthew, and Josh discuss Roth conversion strategies and explore AI's real-world applications, from negotiating car deals to personal planning, in this interview episode.
24 Jul 2025TRANSCRIPT
Big Tax Wins, Newborn Accounts, and Why the Market’s Hitting Highs (Ep.124)
Brent Pasqua, Matthew Theal, and Joshua Winterswyk analyze new tax legislation, including deductions and investment accounts, and discuss the market's rebound, offering insights for retirees, business owners, and investors.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US): 5.0 / 5; 27 ratings
Spotify: 5.0 / 5; 1 ratings

Podcast Authority Score: 44 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality: 50
Social presence: 91
YouTube: 0
Engagement: 51

Contact Retirement Plan Playbook

Guest appearances: Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Retirement Plan Playbook

Who hosts Retirement Plan Playbook?

Matthew Theal and Joshua Winterswyk and Brent Pasqua and Brent and Josh and Matthew host the show. Published by Matthew Theal, Brent Pasqua, Joshua Winterswyk.

Does Retirement Plan Playbook take guests?

The show does not typically feature guests, based on episode analyses.

Where can I read transcripts?

34 of 127 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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