JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes. 

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

JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes. 
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

Idiot's Guide to ROTH Conversions

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to. 

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

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to. 
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>

Building streams of income with a side hustle

"Side Hustle" Because You Want To

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. 

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

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. 
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>

70 And Still Working?!

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. 

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

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. 
For more information or to schedule a consultation, please contact 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Idiot's Guide to ROTH Conversions

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