Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. 

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

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. 
For more information or to schedule a consultation, please contact 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

Best of the Worst in Annuities

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.

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.

The Debate on Taxes and Personal Opinions

JoePat details the "Great Wealth Transfer" and while it means a windfall of money for some, it also means big headaches for others. 

JoePat details the "Great Wealth Transfer" and while it means a windfall of money for some, it also means big headaches for others.

$53 Trillion is available if anyone wants it.

$53 Trillion Is Up For Grabs! (If Anyone Wants It)

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to. 

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

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to. 
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>

Building streams of income with a side hustle

Best of the Worst in Annuities

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