On this week's episode, JoePat Roop discusses the importance of early retirement planning, market trends, and the significance of understanding fees associated with retirement accounts. He emphasizes the need for a personalized retirement income plan and the implications of required minimum distributions (RMDs) for retirees.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

Rich or Wealthy? The Retirement Measure That Actually Matters
23:58

Ready or Not: Is 2026 Your Year to Retire?
25:55

Why Goals—Not Resolutions—Protect Your Nest Egg
13:45