This week, JoePat Roop discusses the common regrets people have regarding retirement planning, particularly focusing on the importance of saving and the implications of taxes. He also talks about the current economic climate, including interest rate changes and their impact on annuities.

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

This week, JoePat Roop discusses the common regrets people have regarding retirement planning, particularly focusing on the importance of saving and the implications of taxes. He also talks about the current economic climate, including interest rate changes and their impact on annuities.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</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 Regrets

This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasizes the necessity of evaluating individual income needs for a secure retirement.

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

This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasizes the necessity of evaluating individual income needs for a secure retirement.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Is Your 401(k) Enough for Retirement?

As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discussing its benefits and potential drawbacks. JoePat emphasizes the importance of having a comprehensive retirement income plan that takes into account individual goals, income needs, taxes, and legacy planning.

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

As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discussing its benefits and potential drawbacks. JoePat emphasizes the importance of having a comprehensive retirement income plan that takes into account individual goals, income needs, taxes, and legacy planning.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Creating a Comprehensive Retirement Income Plan

This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of tax planning in retirement is emphasized, as well as the need for a comprehensive retirement income plan that considers taxes, Social Security, and investment strategies.

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

This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of tax planning in retirement is emphasized, as well as the need for a comprehensive retirement income plan that considers taxes, Social Security, and investment strategies.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="http://www.belmont-capital.com">www.belmont-capital.com</a>

Navigating Retirement Regrets

In 1 playlist(s)

Retire(Meant) For Living Podcast

Social links

Follow podcast

Recent clips