As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discussing its benefits and potential drawbacks. JoePat emphasizes the importance of having a comprehensive retirement income plan that takes into account individual goals, income needs, taxes, and legacy planning.

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

As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discussing its benefits and potential drawbacks. JoePat emphasizes the importance of having a comprehensive retirement income plan that takes into account individual goals, income needs, taxes, and legacy planning.
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

Creating a Comprehensive Retirement Income Plan

This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of tax planning in retirement is emphasized, as well as the need for a comprehensive retirement income plan that considers taxes, Social Security, and investment strategies.

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

This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of tax planning in retirement is emphasized, as well as the need for a comprehensive retirement income plan that considers taxes, Social Security, and 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>

Indicators of a Potential Recession

Retiring early presents challenges such as ensuring that your money lasts longer and provides a consistent income. JoePat Room discusses additional risks, including market downturns and higher spending in the early retirement years. It is important to have a clear purpose and budget for retirement. Other obstacles to consider are health insurance and long-term care. Taking withdrawals from a 401(k) can have long-term consequences and it is important to have a customized approach to retirement planning. Lost 401(k) accounts should be consolidated and a comprehensive retirement income plan should consider taxes, investments, and risks.

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

Retiring early presents challenges such as ensuring that your money lasts longer and provides a consistent income. JoePat Room discusses additional risks, including market downturns and higher spending in the early retirement years. It is important to have a clear purpose and budget for retirement. Other obstacles to consider are health insurance and long-term care. Taking withdrawals from a 401(k) can have long-term consequences and it is important to have a customized approach to retirement planning. Lost 401(k) accounts should be consolidated and a comprehensive retirement income plan should consider taxes, investments, and risks.
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>

Consolidating Lost 401(k) Accounts

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams of income from various sources and considers factors such as Social Security, pensions, interest income, and 401k or IRA income. The conversation highlights the benefits of Roth IRAs and the potential to lower lifetime tax bills through proper planning.

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

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams of income from various sources and considers factors such as Social Security, pensions, interest income, and 401k or IRA income. The conversation highlights the benefits of Roth IRAs and the potential to lower lifetime tax bills through proper planning.
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>

Creating a Comprehensive Retirement Income Plan

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