JoePat Roop deatils the latest with iBonds and if there is still time to take advantage of this government funded opportunity. Plus, at what point is dipping into your 401k for extra cash acceptable and finally, when it comes to your inheritance, do you want to pick favorites or let them learn the hard way?

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

JoePat Roop deatils the latest with iBonds and if there is still time to take advantage of this government funded opportunity. Plus, at what point is dipping into your 401k for extra cash acceptable and finally, when it comes to your inheritance, do you want to pick favorites or let them learn the hard way? For more information or to schedule a consultation, call 704-946-7000 or visit <a href="https://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.

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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.

Retire(Meant) For Living Podcast

JoePat Roop deatils the latest with iBonds and if there is still time to take advantage of this government funded opportunity. Plus, at what point is dipping into your 401k for extra cash acceptable and finally, when it comes to your inheritance, do...

Picking Your Favorite Kid... Or Not

This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. The goal is to provide clients with the confidence to make choices without worrying about financial needs. The conversation also touches on the misconception of needing a specific amount of money to retire comfortably, highlighting the importance of individualized plans based on income goals and personal circumstances.

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 having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. The goal is to provide clients with the confidence to make choices without worrying about financial needs. The conversation also touches on the misconception of needing a specific amount of money to retire comfortably, highlighting the importance of individualized plans based on income goals and personal circumstances.
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>

Individualized Retirement Planning Based on Income Goals

This week, the conversation with JoePat Roop revolves around the concept of being a tightwad and the importance of budgeting and planning for fun expenses. It emphasizes the need for discipline and budgeting to achieve financial independence and enjoy life. The conversation also touches on the topics of tax planning and estate planning, highlighting their significance in protecting and preserving wealth. The potential impact of new tax laws and the migration of people from high-tax states to tax-free states is discussed. The importance of understanding and optimizing tax strategies in retirement planning is emphasized.

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

This week, the conversation with JoePat Roop revolves around the concept of being a tightwad and the importance of budgeting and planning for fun expenses. It emphasizes the need for discipline and budgeting to achieve financial independence and enjoy life. The conversation also touches on the topics of tax planning and estate planning, highlighting their significance in protecting and preserving wealth. The potential impact of new tax laws and the migration of people from high-tax states to tax-free states is discussed. The importance of understanding and optimizing tax strategies in retirement planning is emphasized.
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>

Optimizing Tax Strategies in Retirement Planning

On this week's episode, JoePat Roop covers various topics related to Independence Day celebrations, including spending habits, patriotism, small businesses, and untraditional methods of saving for retirement. JoePat discusses statistics on how much Americans spend on food, hot dogs, fireworks, and beer during the Fourth of July. He also touches on the level of pride Americans have in their country and the faith they have in small businesses.

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

On this week's episode, JoePat Roop covers various topics related to Independence Day celebrations, including spending habits, patriotism, small businesses, and untraditional methods of saving for retirement. JoePat discusses statistics on how much Americans spend on food, hot dogs, fireworks, and beer during the Fourth of July. He also touches on the level of pride Americans have in their country and the faith they have in small businesses.
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>

Picking Your Favorite Kid... Or Not

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