This week's conversation delves into the critical aspects of retirement planning, emphasizing the importance of sound financial advice and the need for a tailored approach to retirement income. JoePat Roop discusses common regrets among retirees regarding financial decisions, the significance of principal protection, and the impact of taxes on retirement savings. He also highlights the importance of understanding one's financial goals and the role of financial advisors in navigating these complex decisions.

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

This week's conversation delves into the critical aspects of retirement planning, emphasizing the importance of sound financial advice and the need for a tailored approach to retirement income. JoePat Roop discusses common regrets among retirees regarding financial decisions, the significance of principal protection, and the impact of taxes on retirement savings. He also highlights the importance of understanding one's financial goals and the role of financial advisors in navigating these complex decisions.
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.

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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.

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