Could the next financial disruption look different than past crashes? This episode with JoePat Roop unpacks market noise, geopolitical risks, private credit exposure, and why traditional “safe” strategies don’t always behave as expected. The discussion centers on how uncertainty affects income planning, especially during the years surrounding retirement.
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Understanding the Tax Triangle
23:04

When the Market Drops, What Should You Really Do?
31:27

The Hidden Costs That Can Break Retirement
32:39