In this special episode of Retirement For Living, JoePat Roop reflects on the significance of Memorial Day, emphasizing the importance of honoring those who sacrificed for our freedom. He connects this theme to retirement planning, discussing the need for careful financial strategies to ensure a secure future. The conversation delves into the nuances of Roth conversions, legacy planning, and the values that shape our financial decisions. Ultimately, the episode highlights the importance of freedom, family, and the legacy we leave behind.
For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Ready or Not: Is 2026 Your Year to Retire?
25:55

Why Goals—Not Resolutions—Protect Your Nest Egg
13:45

Year-End Countdown: Roth Conversions, Taxes, and Your Retirement Plan
14:58