In this episode of Retirement For Living, JoePat Roop discusses common mistakes individuals make in their retirement planning, particularly focusing on the importance of understanding fees and the impact of taxes. He emphasizes the need for a comprehensive approach to retirement income, including social security strategies and the integration of tax planning.

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

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

In this episode of Retirement For Living, JoePat Roop discusses common mistakes individuals make in their retirement planning, particularly focusing on the importance of understanding fees and the impact of taxes. He emphasizes the need for a comprehensive approach to retirement income, including social security strategies and the integration of tax planning.
For more information or to schedule a consultation call 704-946-7000 or visit&nbsp;<a href="https://www.belmont-capital.com">www.belmont-capital.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

Navigating Retirement: Common Pitfalls and Solutions

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>

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

What’s really on your retirement Christmas list this year? In this episode, JoePat Roop unpacks the end‑of‑year crunch many adults feel—balancing holiday chaos, financial to‑dos, tax deadlines, and big‑picture retirement goals. From Roth conversion timing to creating tax‑efficient income and mapping out long‑term legacy intentions, the conversation highlights how clarity, preparation, and honest evaluation can shape the retirement season ahead. It’s a practical look at turning your “wish list” into meaningful planning steps.

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 really on your retirement Christmas list this year? In this episode, JoePat Roop unpacks the end‑of‑year crunch many adults feel&mdash;balancing holiday chaos, financial to‑dos, tax deadlines, and big‑picture retirement goals. From Roth conversion timing to creating tax‑efficient income and mapping out long‑term legacy intentions, the conversation highlights how clarity, preparation, and honest evaluation can shape the retirement season ahead. It&rsquo;s a practical look at turning your &ldquo;wish list&rdquo; into meaningful planning steps.
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>

What’s on Your Retirement Christmas List?

How can business owners pay themselves, their employees, and even their kids—while keeping more money in their pockets? This episode with JoePat Roop & CPA Adam Boatsman busts common tax myths, explains the smartest ways to structure payments, and reveals overlooked strategies for saving on taxes. Learn why separating personal and business finances matters, how dividends and distributions can lower your tax bill, and creative ways to support your family’s future. Real stories and practical advice help you avoid costly mistakes and maximize every dollar.

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

How can business owners pay themselves, their employees, and even their kids&mdash;while keeping more money in their pockets? This episode with JoePat Roop &amp; CPA Adam Boatsman busts common tax myths, explains the smartest ways to structure payments, and reveals overlooked strategies for saving on taxes. Learn why separating personal and business finances matters, how dividends and distributions can lower your tax bill, and creative ways to support your family&rsquo;s future. Real stories and practical advice help you avoid costly mistakes and maximize every dollar.
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>

Navigating Retirement: Common Pitfalls and Solutions

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