This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of tax planning in retirement is emphasized, as well as the need for a comprehensive retirement income plan that considers taxes, Social Security, and investment strategies.

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