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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When the Market Decides Your Retirement
07:58

Geopolitics, Taxes, and Retirement
20:32

The Roth Conversion Question Most Retirees Miss
13:05