All I Want For Christmas Is An Annuity
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 70...
19 Joulu 202311min
Make These Updates to Your 401k Strategy
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....
12 Joulu 202317min
Updating Your Tax Bracket for 2024 Changes
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 consultat...
5 Joulu 20239min
Does a Volatile Market Mean More Opportunities?
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...
28 Marras 202310min
Inflation's Impact On Your Holiday Shopping
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 cons...
21 Marras 202312min
More Opportunity in a Volatile Market
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...
14 Marras 202314min
Fees 101: The Why and How of Paying Fees
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 ...
7 Marras 202314min
Declutter Your Life and Portfolio
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 t...
31 Loka 202320min
