On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams of income from various sources and considers factors such as Social Security, pensions, interest income, and 401k or IRA income. The conversation highlights the benefits of Roth IRAs and the potential to lower lifetime tax bills through proper planning.

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

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams of income from various sources and considers factors such as Social Security, pensions, interest income, and 401k or IRA income. The conversation highlights the benefits of Roth IRAs and the potential to lower lifetime tax bills through proper 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>

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.

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