Tax Time, Gold, And AI IPOs—What’s Hot In Spring 2025 (Ep.120) Retirement Plan Playbook podcast

Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)

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Content provided by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk cover the spring 2025 financial landscape—from filing taxes to hot market trends like gold, Chinese stocks, and AI IPOs. Whether you’re wrapping up your return or wondering where to invest next, this episode offers clarity in a time of questions.

📊 Here’s what we cover:

🧾 Tax season tips – What you can still do before the deadline
📈 High interest savings & unexpected tax bills – Why you might owe this year
🔒 Proactive tax planning for 2025 – Reduce next year’s bill by starting now
🪙 Gold & Chinese stocks – Flash in the pan or a long-term play?
🌍 The return of international markets – Is diversification finally paying off?
🚀 AI IPO excitement – CoreWeave is going public... is the window opening?

Plus, we debate, investing psychology, Disney vs. California Adventure, and which streaming shows are dominating right now.

👉 Want to make 2025 your most financially confident year yet? Visit www.evermont.com to schedule your complimentary consultation.

📲 Subscribe & leave a review! Stay informed and stay in control of your financial future.

125 episodes

#Personal Finances #Lifestyle #Trading #Business #Business News #News #Matthew Theal, Brent Pasqua, Joshua Winterswyk #Brent Pasqua #Joshua Winterswyk #Matthew Theal

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Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)

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