Are you prepared to live—and prepared to die? JoePat Roop explores both sides of retirement planning, from creating “buckets” for spending and emergencies to securing your legacy and minimizing future tax burdens. He dives into IRMAA, RMDs, estate pitfalls, and the importance of intentional planning that protects your family long after you're gone. A powerful blend of practical strategy and real‑life perspective.
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Retirement Myths That Sound Right—But Aren’t
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The Hidden Risks of DIY Retirement Withdrawals
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Why More People Are Choosing to Unretire
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