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!

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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>!
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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.

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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.