What’s your “memory money” moment? In this episode of Retirement For Living, JoePat Roop shares how to plan for bucket list experiences—without risking your retirement. JoePat explains how to carve out funds for joy while still preparing for life’s storms. He also breaks down the tax planning opportunities in the new “Big Beautiful Bill” and why waiting could cost you.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What&rsquo;s your &ldquo;memory money&rdquo; moment? In this episode of&nbsp;Retirement For Living, JoePat Roop shares how to plan for bucket list experiences&mdash;without risking your retirement. JoePat explains how to carve out funds for joy while still preparing for life&rsquo;s storms. He also breaks down the tax planning opportunities in the new &ldquo;Big Beautiful Bill&rdquo; and why waiting could cost you.
For more information or to schedule a consultation call 704-946-7000 or visit&nbsp;<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.

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

Memory Money: Funding Your Bucket List Without Going Broke

What if a single decision could change your entire retirement? In this episode, JoePat Roop explores how planning for the unexpected—like job loss, surprise expenses, or early retirement—can give you confidence and control. Discover why a second opinion on your financial plan matters, how income sources and taxes shape your future, and why knowing your numbers beats guessing every time.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What if a single decision could change your entire retirement? In this episode, JoePat Roop explores how planning for the unexpected&mdash;like job loss, surprise expenses, or early retirement&mdash;can give you confidence and control. Discover why a second opinion on your financial plan matters, how income sources and taxes shape your future, and why knowing your numbers beats guessing every time.
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>

Ready or Not: Is 2026 Your Year to Retire?

What’s lurking in your retirement plan that could derail your best year ever—taxes, surcharges, or missed goals? In this episode, JoePat Roop reveals why setting actionable goals beats making empty resolutions, and how understanding tax pitfalls can help you keep more of your hard-earned savings. From building a one-page income plan to navigating Social Security and Medicare surprises, get practical insights for taking control of your financial future in 2026.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What&rsquo;s lurking in your retirement plan that could derail your best year ever&mdash;taxes, surcharges, or missed goals? In this episode, JoePat Roop reveals why setting actionable goals beats making empty resolutions, and how understanding tax pitfalls can help you keep more of your hard-earned savings. From building a one-page income plan to navigating Social Security and Medicare surprises, get practical insights for taking control of your financial future in 2026.
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>

Why Goals—Not Resolutions—Protect Your Nest Egg

Are you ready for the year-end financial countdown? This episode with JoePat Roop dives into last-minute tax strategies, the pros and cons of Roth conversions, and how Social Security timing can impact your retirement plan. Discover why personalized planning matters, how new tax laws could affect your future, and what to consider when leaving a legacy for your loved ones.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Are you ready for the year-end financial countdown? This episode with JoePat Roop dives into last-minute tax strategies, the pros and cons of Roth conversions, and how Social Security timing can impact your retirement plan. Discover why personalized planning matters, how new tax laws could affect your future, and what to consider when leaving a legacy for your loved ones.
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>

Memory Money: Funding Your Bucket List Without Going Broke

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