What’s really on your retirement Christmas list this year? In this episode, JoePat Roop unpacks the end‑of‑year crunch many adults feel—balancing holiday chaos, financial to‑dos, tax deadlines, and big‑picture retirement goals. From Roth conversion timing to creating tax‑efficient income and mapping out long‑term legacy intentions, the conversation highlights how clarity, preparation, and honest evaluation can shape the retirement season ahead. It’s a practical look at turning your “wish list” into meaningful planning steps.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

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What&rsquo;s really on your retirement Christmas list this year? In this episode, JoePat Roop unpacks the end‑of‑year crunch many adults feel&mdash;balancing holiday chaos, financial to‑dos, tax deadlines, and big‑picture retirement goals. From Roth conversion timing to creating tax‑efficient income and mapping out long‑term legacy intentions, the conversation highlights how clarity, preparation, and honest evaluation can shape the retirement season ahead. It&rsquo;s a practical look at turning your &ldquo;wish list&rdquo; into meaningful planning steps.
For more information or to schedule a consultation call 704-946-7000 or visit <a href="https://www.belmontusa.com">BelmontUSA.com</a>!
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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.

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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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