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-point tax checklist that can help individuals save money on taxes. The conversation then transitions to the topic of legacies and the different ways people plan to leave money for their loved ones. JoePat emphasizes the importance of maintaining relationships with family members and offers advice on staying connected. He also mentions the challenges of finding a new financial advisor and highlights the benefits of personalized, face-to-face advice.

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

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-point tax checklist that can help individuals save money on taxes. The conversation then transitions to the topic of legacies and the different ways people plan to leave money for their loved ones. JoePat emphasizes the importance of maintaining relationships with family members and offers advice on staying connected. He also mentions the challenges of finding a new financial advisor and highlights the benefits of personalized, face-to-face advice.
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.

Retire(Meant) For Living Podcast

The Debate on Taxes and Personal Opinions

This week, JoePat Roop focuses on the importance of building secure, sustainable, and stable income for retirement. He emphasizes the need for secure income that is not affected by market disruptions or geopolitical events. The conversation also highlights the impact of inflation and taxes on retirement income and the importance of incorporating inflation protection and tax avoidance strategies. JoePat mentions the one-page retirement income plan that helps assess current financial status and plan for a secure retirement. The conversation also touches on the emotional aspect of retirement planning and the need to take the emotions out of it. Lastly, the JoePat emphasizes the importance of having a tax strategy and mentions tax loss harvesting as a way to minimize taxes.

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

This week, JoePat Roop focuses on the importance of building secure, sustainable, and stable income for retirement. He emphasizes the need for secure income that is not affected by market disruptions or geopolitical events. The conversation also highlights the impact of inflation and taxes on retirement income and the importance of incorporating inflation protection and tax avoidance strategies. JoePat mentions the one-page retirement income plan that helps assess current financial status and plan for a secure retirement. The conversation also touches on the emotional aspect of retirement planning and the need to take the emotions out of it. Lastly, the JoePat emphasizes the importance of having a tax strategy and mentions tax loss harvesting as a way to minimize taxes.
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>

Taking the Emotions Out of Retirement Planning

Taylor Lee, a CFP at Belmont Capital Advisors, joins the show to discuss various topics related to financial planning and investment strategies. The conversation covers subjects such as landscaping, retirement planning, interest rates, inflation, and the importance of having a financial plan. Taylor emphasizes the need for a personalized plan that takes into account individual goals, risk tolerance, and market conditions. He also highlights the significance of protecting one's investments and adjusting strategies based on changing circumstances.

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

Taylor Lee, a CFP at Belmont Capital Advisors, joins the show to discuss various topics related to financial planning and investment strategies. The conversation covers subjects such as landscaping, retirement planning, interest rates, inflation, and the importance of having a financial plan. Taylor emphasizes the need for a personalized plan that takes into account individual goals, risk tolerance, and market conditions. He also highlights the significance of protecting one's investments and adjusting strategies based on changing circumstances.
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>

Taking Advantage of High Interest Rates

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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 retirement planning, the pros and cons of annuities and what taking a RV trip across the country taught her about life (and marriage).

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

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 retirement planning, the pros and cons of annuities and what taking a RV trip across the country taught her about life (and marriage).
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>

The Debate on Taxes and Personal Opinions

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