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.

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