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!

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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 <a href="https://www.belmontusa.com">BelmontUSA.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@belmontcapital3659">YouTube</a> | <a href="https://www.instagram.com/belmontcapitalnc/">Instagram</a> | <a href="https://www.facebook.com/BelmontCapitalUSA/">Facebook</a> | <a href="https://www.linkedin.com/company/belmont-capital-advisors">LinkedIn</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.

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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.