Retire(Meant) For Living Podcast

WWE and Netflix agreed to a 10-year $5 Billion deal to be the exclusive streaming service for their wrestling content. This is a big risk for both parties. JoePat details the long- and short-term risk in retirement planning and how to protect yourself. Plus, a millennial gets a real-life lesson in taxes.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-cap...

Fees are something that will affect a retirement portfolio and JoePat Roop details how to recognize and even possibly eliminate unnecessary fees.  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 the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life. Finally, some breaking news from the offices of Belmont Capital Advisors.  For more information or to schedule a consultation call 704-946-7000 or www.belmont-capital.com   See omnystudio.com/listener...

JoePat Roop details what we can learn from Mariah Carey about annuities, and he also explains why frustration from the middle class is real.  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 strategies that could improve your 401k and why "spending down" your 401k is important. Plus, we get the pulse of the community and find out why people are calling Belmont Capital.  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 new tax brackets coming in 2024 and how to prepare, plus annuities have never been more popular, so why do so few advisors use them? 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 explains how some adults are playing catch up to this volatile market and if it could benefit your plans. Plus, the pros and cons of a DIY 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.

JoePat Roop details the latest inflation numbers and what it means for your holiday shopping. Plus, could longevity insurance benefit your retirement plans?  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 details the opportunities that present themselves in a volatile market. Plus, no question is too big or too small and JoePat answers a listener question about withdrawals.  For more information or to schedule a consultation, call 704-9467000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

JoePat details how shocked some adults are when the realize how much they are paying in fees and how he helps recognize and eliminate unnecessary fees in a plan. Plus, preparing for potential changes to your Social Security that could happen sooner than later.   For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for p...

JoePat Roop details how decluttering your house is much like decluttering your retirement portfolio. You will find things you no longer want, need or that are no longer useful. Plus, JoePat explains the unseen power of a ROTH within a plan.  Don't miss an episode! Subscribe and follow, today.  Learn more online at Belmont-Capital.com or on social: Facebook , Instagram and LinkedIn . See omnystudio...

JoePat details the 3 pillars to creating a proper retirement plan: protection, income and growth.  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.

This week JoePat details the latest rumors of Social Security benefits being cut over the next 10 years and how to prepare.  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 explains why he thinks we are not out of the woods yet when it comes to a possible recession. Plus, what kills a plan: fees. JoePat details how to help eliminate the costly piece of retirement planning.  For more information on Belmont Capital Advisors or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

JoePat details what lead him to the world of financial planning and how he almost ended up in the coal mines had his father not stepped in. Plus, is there a better opportunity aside from having bonds in your portfolio? For more information on Belmont Capital Advisors or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy informati...

JoePat Roop details how the Boomer generation is preparing to pass down over $50 Trillion in assets and what affect it could have on everyday retirement savers. Plus, with a Presidential election looming, what does history show for market reaction? For more information on Belmont Capital or to schedule a consultaion, call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener...

JoePat details if it's time to into "protection" mode in a volatile market. Plus, we have discovered financial advice on Tik Tock. Is it worthy of a second look or is it trash? 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 the lesson we can learn from the death of Jimmy Buffett and how lasting legacy needs to be more than a memory or a song. Plus, a lot of adults are going "all in" on the market because they feel the need to play catch up, but is this a good strategy?  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listen...

JoePat Roop details the one thing that YOU must get right in retirement and the one thing that HE must get right for you. Also, how do you "test drive" a retirement plan? 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 wants you to be financially stable but he also knows that in life, there are some things that are bigger than money; family. JoePat talks about the importance of being secure in your finances, but also understanding that time with your loved ones trump having millions in the bank.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See om...

JoePat Roop details the struggles in the market as we reach record lows and highs and he explains how a lopsided market can affect your bottom line. Plus, what can a ROTH IRA do for your tax strategy? For more information or to shedule a consultation, call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy information.

JoePat had the opportunity to spend some time with political and cultural commentator Candace Owens. She talks about the infulence her grandfather had on her life, what she would with our current tax code and the importance of financial conversations in a marriage.  For more information on Belmont Capital Advisors or to schedule a consultation call 704-946-7000 or visit  www.belmont-capital.com  ...

JoePat Roop details why a billionaire should not be best person to explain the ins and outs of "getting rich". Plus, your 401k or IRA is full of weeds that affect your overall strategy, JoePat explains how to pull those weeds without hurting your bottom line.  For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for pri...

JoePat Roop explains that an election year could provide great opportunities for your retirement portfolio. Plus, is there a chance the Biden administration could push us into a recession so they can take credit for getting us to the other side? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com   See omnystudio.com/listener for privacy informatio...

JoePat details the importance of embracing and understanding your Day One. Plus, should you be running to or from certail stocks and we take a deep dive into what the initial appointment at Belmont Capital looks like.  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.