Alaina Sanders On Annuities & RV'ing

This week we get to know Alaina Sanders one of the great team members at Belmont Capital. Alaina is a financial planner who understands the importance of income planning because it's something she has been passionate from a young age. She joins JoePat to discuss the joys and challenges of retiremen…

The Importance of Personalized Financial Planning

JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies. For more information or to …

The Debate on Taxes and Personal Opinions

On this week's podcast, the conversation revolves around the topics of retirement income, taxes, legacies, and the importance of personalized financial advice. JoePat Roop discusses Warren Buffett's statement about paying taxes and expresses his own opinion on the matter. He also mentions a 20-poin…

$53 Trillion Is Up For Grabs! (If Anyone Wants It)

JoePat details the "Great Wealth Transfer" and while it means a windfall of money for some, it also means big headaches for others.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com

"Side Hustle" Because You Want To

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com

70 And Still Working?!

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider.  For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com

Best of the Worst in Annuities

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache.  For more information or to schedule a consultation, please contact 704-946-7000 or visit www.belmont-capital.com

Ignoring the Latest Retirement Trends

Adults are retiring earlier than ever, but why? Is the market that good? Have they had enough? Are they making a mistake? JoePat details the pros/cons of an early retirement. Plus, the power of building sustainable retirement income.  For more information or to schedule a consultation call 704-946…

Is $1.4 Million the Magic Number in Retirement?

Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com

Idiot's Guide to ROTH Conversions

JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes.  For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com