In this episode of the Retirement for Living podcast, JoePat Roop discusses the current market predictions and warnings from financial experts. He emphasizes the importance of preparing for retirement income, having cash on hand, and creating a customized retirement plan that focuses on individual cash flow needs. The conversation also covers tax strategies, particularly regarding IRAs, and the significance of creating lasting memories during retirement.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

Ready or Not: Is 2026 Your Year to Retire?
25:55

Why Goals—Not Resolutions—Protect Your Nest Egg
13:45

Year-End Countdown: Roth Conversions, Taxes, and Your Retirement Plan
14:58