Retire(Meant) For Living Podcast Podcast Por JoePat Roop arte de portada

Retire(Meant) For Living Podcast

Retire(Meant) For Living Podcast

De: JoePat Roop
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Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop.

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably.

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Learn more online at Belmont-Capital.com or on social: Facebook, Instagram and LinkedIn

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Episodios
  • Honoring Sacrifice: The True Meaning of Memorial Day

    Honoring Sacrifice: The True Meaning of Memorial Day
    May 23 2025

    In this special episode of Retirement For Living, JoePat Roop reflects on the significance of Memorial Day, emphasizing the importance of honoring those who sacrificed for our freedom. He connects this theme to retirement planning, discussing the need for careful financial strategies to ensure a secure future. The conversation delves into the nuances of Roth conversions, legacy planning, and the values that shape our financial decisions. Ultimately, the episode highlights the importance of freedom, family, and the legacy we leave behind.

    For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

    Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    14 m
  • Being Wealthy vs. Being Rich: What’s the Real Difference?

    Being Wealthy vs. Being Rich: What’s the Real Difference?
    May 20 2025

    In this episode of Retirement For Living, JoePat Roop discusses the distinction between being rich and being wealthy, emphasizing that true wealth encompasses health, family, and peace of mind rather than just financial assets. He explores the gradual transition into retirement, the importance of customized retirement planning, and the significant role taxes play in retirement expenses. Additionally, he highlights the necessity of planning for long-term care to avoid financial devastation during retirement.

    For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

    Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Más Menos
    23 m
  • Navigating the Retirement Danger Zone

    Navigating the Retirement Danger Zone
    May 13 2025

    This week, JoePat Roop emphasizes the critical connection between health and financial planning for retirement. He discusses the importance of preparing for a healthy retirement, navigating market volatility, understanding asset allocation, and the significant impact of taxes on retirement savings. JoePat also highlights the necessity of creating a personalized retirement income plan to achieve financial security during retirement.

    For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

    Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Más Menos
    24 m
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