Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably.

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

Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably.
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

Is $1.4 Million the Magic Number in Retirement?

In this week's conversation, JoePat Roop discusses the current economic landscape, focusing on the potential for a recession, inflation rates, and the Federal Reserve's actions. He explores investment strategies amidst market volatility and the importance of long-term financial planning. The discussion also touches on the political climate and its implications for financial decisions, emphasizing the need for a stable retirement plan that considers taxes and market fluctuations.

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

In this week's conversation, JoePat Roop discusses the current economic landscape, focusing on the potential for a recession, inflation rates, and the Federal Reserve's actions. He explores investment strategies amidst market volatility and the importance of long-term financial planning. The discussion also touches on the political climate and its implications for financial decisions, emphasizing the need for a stable retirement plan that considers taxes and market fluctuations.
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>

Investment Strategies in a Volatile Market

This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasizes the necessity of evaluating individual income needs for a secure retirement.

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

This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasizes the necessity of evaluating individual income needs for a secure retirement.
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>

Is Your 401(k) Enough for Retirement?

This week, JoePat Roop discusses the common regrets people have regarding retirement planning, particularly focusing on the importance of saving and the implications of taxes. He also talks about the current economic climate, including interest rate changes and their impact on annuities.

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

This week, JoePat Roop discusses the common regrets people have regarding retirement planning, particularly focusing on the importance of saving and the implications of taxes. He also talks about the current economic climate, including interest rate changes and their impact on annuities.
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>

Is $1.4 Million the Magic Number in Retirement?

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