Despite geopolitical tension, a trade war scare, and inflation noise, the market is holding steady—and the tax landscape just shifted big time. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk unpack the surprising strength in markets, the economic signals investors should pay attention to, and how the newly passed “Big Beautiful Bill” could reshape retirement and tax planning.

🎯 In this episode:

• 📰 Middle East conflict & World War III fears – What’s priced in and what’s not

• 💥 Tariffs fade, markets rebound – Why staying invested is paying off again

• 📉 Inflation cooling & rate cut signals – Are we heading for stability or slowdown?

• 🏛️ The “Big Beautiful Bill” – What’s in the tax extension and why it matters

• 👶 MAGA Accounts (yes, really) – $1,000 for every newborn starting in 2025?

• 💼 Social Security tax credit workaround – What retirees need to know

• 📈 IPO fever returns – AI, crypto, and fintech startups are fueling investor excitement

Plus, the guys talk about family travel tips, educational vacations, and the value of showing kids real history vs. just poolside relaxation.

👉 Need help adjusting your retirement plan for taxes, market changes, or new legislation? Visit evermont.com to schedule a complimentary consultation with our team.

📲 Subscribe and leave a review to help others discover smart, timely retirement guidance.

Just weeks after the U.S. imposed sweeping tariffs, the market snapped back with one of the biggest rallies in modern history—and if you followed the playbook, you were ready. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the market rebound, the political pivot, and how diversification, patience, and AI-powered earnings helped investors come out ahead.

📈 Here’s what we cover:

• 📰 The 90-day tariff pause that sparked a 12% S&P rally

• 🧠 Why panic-selling during volatility destroys long-term wealth

• 🌍 International and emerging market stocks—are they still holding up?

• 🏠 Housing gridlock: Why nobody’s moving, and how to think about real estate today

• 🤖 AI earnings, job growth, and economic resilience: What’s real and what’s hype?

• 📊 GDP contraction vs. private investment surge—are we slowing or just adjusting?

Plus, we talk about retirement timing, recession fears, and why more people are hitting pause—not on retirement, but on making any decision at all.

👉 If you're unsure how to adjust your portfolio or plan after the tariff chaos, visit evermont.com for a free retirement consultation. 📲 Subscribe and leave a review! It helps others find smart, timely advice for a stronger financial future.

Tariffs are back—and they're not subtle. In this emergency episode of the Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk break down the sudden and aggressive return of U.S. tariffs, the economic chaos they’ve already triggered, and how investors should respond.

From market drops to rising prices, supply chain shakeups, and a looming recession, the guys unpack it all—with sharp insight, strong opinions, and real strategies for staying on track.

📉 Here’s what we get into:

• 🚨 Trump’s tariff shock: What was announced and why it blindsided markets

• 📈 Are we already in a recession? Larry Fink thinks so

• 🧾 Tariffs = Taxes: What this means for U.S. consumers and businesses

• 🛠 Can manufacturing come back to the U.S.—or is that just a fantasy?

• 🔁 What investors should (and shouldn't) do right now: rebalancing, tax-loss harvesting, cash management

• 💣 How this could affect the election, Congress, and Powell’s next move

This episode is your full breakdown of what just happened, why it matters, and how to respond with a level head.

👉 Need help navigating this storm? Visit evermont.com to schedule a complimentary consultation. 📲 Subscribe and leave a review to stay informed—and stay ready.