Retire(Meant) For Living Podcast

This week, JoePat Roop discusses the Olympics and the excitement and pride that comes with watching athletes compete. The conversation then transitions to taxes on Olympic medals and the potential surprise taxes that individuals may face in retirement. JoePat talks about the recent global tech outage caused by a cyber security glitch and the importance of having a retirement plan that is prepared...

This week, JoePat Roop covers a range of topics including the recent assassination attempt on former President Donald Trump, the need for open dialogue, the possibility of a recession, the importance of having a comprehensive retirement plan, and the benefits of tax planning. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/li...

This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. The goal is to provide clients with the confidence t...

This week, the conversation with JoePat Roop revolves around the concept of being a tightwad and the importance of budgeting and planning for fun expenses. It emphasizes the need for discipline and budgeting to achieve financial independence and enjoy life. The conversation also touches on the topics of tax planning and estate planning, highlighting their significance in protecting and preserving...

On this week's episode, JoePat Roop covers various topics related to Independence Day celebrations, including spending habits, patriotism, small businesses, and untraditional methods of saving for retirement. JoePat discusses statistics on how much Americans spend on food, hot dogs, fireworks, and beer during the Fourth of July. He also touches on the level of pride Americans have in their country...

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. J...

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 toleranc...

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 ab...

JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listen...

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 t...

JoePat details the "Great Wealth Transfer" and while it means a windfall of money for some, it also means big headaches for others.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider.  For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com    See omnystudio.com/listener for privacy information.

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache.  For more information or to schedule a consultation, please contact 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Adults are retiring earlier than ever, but why? Is the market that good? Have they had enough? Are they making a mistake? JoePat details the pros/cons of an early retirement. Plus, the power of building sustainable retirement income.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com    See omnystudio.com/listener for privacy information.

JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes.  For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan and JoePat details how the steps to securing each in your retirement portfolio.  For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Adults 65+ are working now more than ever. Is that because we are living longer? Bad financial planning? Or maybe because they want to? JoePat also details how to find your "retirement rush".  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Pundits think it's time to eliminate a 401(k) from retirement plans. JoePat Roop details the pros and cons of abolishing your 401(k) plan and what other options can be used for income in retirement.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

JoePat Roop shined up his cowboy boots and met some of the biggest and best in country music at CRS. JoePat also had the opportunity to meet some of the up-and-coming country stars including Austin Snell.  Check out Austin Snell's official website and music .  He's an artist you will want to download! For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital...

It's tax season and scammers are targeting those worried about the IRS. JoePat details what to look out for and what the IRS will never do when contacting you. Plus, what age should you consider retiring?  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com    See omnystudio.com/listener for privacy information.

JoePat Roop details his mission for the community and explain how he can help you recognize your retirement goals. Plus, you would think $5M should be enough to retire comfortably, but one "shark" disagrees.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

There are many layers to customizing a retirement plan and JoePat wants to break down some of the myths of what he can and will do for his clients. Plus, a detailed look at the first appointment.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

Being diversified in retirement is not a need, it's a must for most adults. JoePat details the best ways to diversify your portfolio and also stresses the importance of a tax strategy.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.