Rebranding, Market Updates and 2024 Predictions (Ep.93)

Retirement Plan Playbook

Innehåll tillhandahållet av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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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 predictions, major indexes like the S&P 500 and the Nasdaq saw returns of over 24 and 43% respectively.

Despite challenges like increased layoffs in a variety of sectors and potential inflation, the overarching strategy remains passive investing. In terms of what could stall the ongoing rally, factors such as increased inflation, economic slowdown, and escalation of global conflicts were identified.

The episode also highlights the approval of Bitcoin ETFs as a revolutionary step which could steer retirement planning in 2024. Brent shares his personal plan to continue building on AI-focused stocks, reflecting a widespread optimism towards AI's future. The episode concludes with some personal anecdotes and well wishes for a great year ahead.

00:01 Introduction and Welcome Back

00:28 Discussing the Rebranding from RPA to Evermont

02:46 The Importance of a Good Company Name

04:00 The Journey to the New Brand Name: Evermont

06:28 The Significance of the New Logo

06:49 Reflecting on the Rebranding Process

08:28 The Impact of the Rebranding on the Company's Future

10:45 Recapping the Market Performance in 2023

12:54 Investing Lessons from 2023

16:23 Investing Trends for 2024

21:02 Favorite Purchases of 2023

23:03 Discussing a Recent Concert Experience

23:38 Sharing Favorite NFL Team Experiences

24:46 Office Remodeling and Family Trip to Disney World

25:47 Reflecting on the Value of Experiences Over Materialistic Purchases

26:50 Predicting Market Trends for 2024

29:58 Changes in Retirement Planning in 2024

34:14 Personal Investment Strategies for 2024

38:50 Anticipated Big Purchases for 2024

42:01 Closing Thoughts and Wishes for a Prosperous Year

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112 episoder

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