Overhyped Opportunities
JoePat Roop details some of the more overhyped opportunities in financial planning and what options could be better. Plus, the pitfalls of using a 401k for emergencies. For more information or to sch...
8 Touko 20238min
Risk Lessons from the kids of South Park?
JoePat Roop details how to weather the storm of an upcoming recession and more importantly, how to get back on course. Plus, what we can learn about Risk from the kids of South Park. Finally, what goa...
1 Touko 202318min
Tax Freedom Day, That Isn't
JoePat Roop details the importance of a tax strategy and why "Tax Freedom Day" is one of the worst days of the year for taxpayers. Plus, is the 60/40 model on the comeback or should retires remain cau...
24 Huhti 202320min
Market Driven Anxiety
JoePat Roop details how to control anxiety when dealing with the flows of a volatile market. Plus, there are emotions in your retirement plan, how do you get out of your own head. Furthermore, is ther...
17 Huhti 202315min
Bullied Into Being Charitable.
JoePat Roop details the best options for an annuity and why now is a good time to take a second look. Plus, how a tax strategy is important even after tax day and what happens when you are bullied int...
12 Huhti 202318min
Avoiding Paralysis By Analysis
JoePat Roop details the moves within Social Security and how the changes will affect your retirement planning. Plus, how do you know you're not just another number at Belmont Capital Advisors and fina...
10 Huhti 202329min
Your Tax Refund is Unacceptable
This week JoePat Roop details why getting a big tax refund is not necessarily a good thing and the importance of having a solid tax strategy year-round. Plus, we clear up misconceptions about what Joe...
3 Huhti 202315min
What Happens When The Trump Tax Cuts Expire?!
JoePat Roop discusses what steps we should take now to prepare for the expiring Trump Tax cuts and the overall importance of a tax strategy. Plus, do the lower inflation rates decrease the chance of a...
27 Maalis 202317min
