Faith in American Small Businesses
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 ret...
2 Heinä 20248min
Taking the Emotions Out of Retirement Planning
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 ...
25 Kesä 202414min
Taking Advantage of High Interest Rates
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, r...
18 Kesä 202417min
Alaina Sanders On Annuities & RV'ing
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...
11 Kesä 202416min
The Importance of Personalized Financial Planning
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 ...
4 Kesä 202413min
The Debate on Taxes and Personal Opinions
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 s...
28 Touko 202413min
$53 Trillion Is Up For Grabs! (If Anyone Wants It)
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 704-946-700...
21 Touko 202410min
"Side Hustle" Because You Want To
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 consu...
15 Touko 202414min
