Is your retirement plan built on a solid foundation—or is it at risk from hidden debt, taxes, and market surprises? JoePat Roop dives into the realities of “good” versus “bad” debt, the tax traps lurking in IRAs and 401(k)s, and the true story behind gold’s recent surge. Discover why diversification isn’t just about stocks, but also about tax and income strategies. Whether you’re aiming to grow, preserve, or simply understand your wealth, this episode unpacks the numbers, the myths, and the moves that matter most for your financial future.

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

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Is your retirement plan built on a solid foundation&mdash;or is it at risk from hidden debt, taxes, and market surprises? JoePat Roop dives into the realities of &ldquo;good&rdquo; versus &ldquo;bad&rdquo; debt, the tax traps lurking in IRAs and 401(k)s, and the true story behind gold&rsquo;s recent surge. Discover why diversification isn&rsquo;t just about stocks, but also about tax and income strategies. Whether you&rsquo;re aiming to grow, preserve, or simply understand your wealth, this episode unpacks the numbers, the myths, and the moves that matter most for your financial future.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="https://www.belmontusa.com">BelmontUSA.com</a>!
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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

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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