JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. 

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

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. 
For more information or to schedule a consultation, call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

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.

Don't miss an episode! Subscribe and follow.

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

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.
Don't miss an episode! Subscribe and follow.  
Learn more online at <a href="https://bit.ly/3rFKVL7">Belmont-Capital.com</a> or on social: <a href="https://bit.ly/46R6yHb">Facebook</a>, <a href="https://bit.ly/3QdYElD">Instagram</a> and <a href="https://bit.ly/46qQIDn">LinkedIn</a>

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.

Retire(Meant) For Living Podcast

70 And Still Working?!

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This week we get to know Alaina Sanders one of the great team members at Belmont Capital. Alaina is a financial planner who understands the importance of income planning because it's something she has been passionate from a young age. She joins JoePat to discuss the joys and challenges of retirement planning, the pros and cons of annuities and what taking a RV trip across the country taught her about life (and marriage).

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

This week we get to know Alaina Sanders one of the great team members at Belmont Capital. Alaina is a financial planner who understands the importance of income planning because it's something she has been passionate from a young age. She joins JoePat to discuss the joys and challenges of retirement planning, the pros and cons of annuities and what taking a RV trip across the country taught her about life (and marriage).
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Alaina Sanders On Annuities & RV'ing

JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies.

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

JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

The Importance of Personalized Financial Planning

On this week's podcast, the conversation revolves around the topics of retirement income, taxes, legacies, and the importance of personalized financial advice. JoePat Roop discusses Warren Buffett's statement about paying taxes and expresses his own opinion on the matter. He also mentions a 20-point tax checklist that can help individuals save money on taxes. The conversation then transitions to the topic of legacies and the different ways people plan to leave money for their loved ones. JoePat emphasizes the importance of maintaining relationships with family members and offers advice on staying connected. He also mentions the challenges of finding a new financial advisor and highlights the benefits of personalized, face-to-face advice.

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

On this week's podcast, the conversation revolves around the topics of retirement income, taxes, legacies, and the importance of personalized financial advice. JoePat Roop discusses Warren Buffett's statement about paying taxes and expresses his own opinion on the matter. He also mentions a 20-point tax checklist that can help individuals save money on taxes. The conversation then transitions to the topic of legacies and the different ways people plan to leave money for their loved ones. JoePat emphasizes the importance of maintaining relationships with family members and offers advice on staying connected. He also mentions the challenges of finding a new financial advisor and highlights the benefits of personalized, face-to-face advice.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

70 And Still Working?!

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