Retire(Meant) For Living Podcast

Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop.

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably.

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Learn more online at Belmont-Capital.com or on social: Facebook, Instagram and LinkedIn

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Jaksot(233)

What is an "Inoculated" Recession?

What is an "Inoculated" Recession?

In this episode JoePat defines what an "inoculated" recession is and if it has merit or just financial fluff talking points. Plus, with inflation at a 40 year high, is it time for adults to just accep...

11 Heinä 202214min

3 Questions You Should Be Asking Your Financial Advisor

3 Questions You Should Be Asking Your Financial Advisor

The US Economy slipped 1.6% to start the year with consumer spending was weaker than calculated. What does that mean to our bottom line? Plus, the 3 questions you need to be asking your financial advi...

4 Heinä 202211min

Power of Time

Power of Time

In this episode, JoePat Roop stresses the power and importance of time. From raising your kids, to retirement saving to the affect time has on your RMD's. How can you make the most out of the time you...

27 Kesä 20229min

Former Vice President Mike Pence

Former Vice President Mike Pence

In this episode JoePat Roop details his trip to Washington DC to meet former VP Mike Pence. They discussed the importance of keeping Social Security, the one tax that needs to be eliminated immediatel...

20 Kesä 202217min

Pros and Cons of an Annuity in a Down Market

Pros and Cons of an Annuity in a Down Market

In this episode JoePat gives a full dive into annuities. How they work, why they can be tricky and most importantly, if an annuity could benefit your retirement plan. Plus, the importance of having th...

13 Kesä 202220min

Preparing for a Looming Recession

Preparing for a Looming Recession

In this episode, JoePat Roop discusses a looming recession and how important it is to have a plan for what lies ahead. Plus, why would some "experts" want you to work longer instead of retiring? Final...

6 Kesä 202212min

The Stock Market is Having a Temper Tantrum

The Stock Market is Having a Temper Tantrum

In this episode JoePat defines what a "bear" market is and why the market is having a temper tantrum right now. Plus, how to protect your 401k from ongoing inflation and finally, the importance of hav...

30 Touko 202215min

Will Things Get Worse Before Getting Better?

Will Things Get Worse Before Getting Better?

JoePat Roop talks about the current economy and how inflation, interest rates, gas prices and market volatility has affected our daily life but more importantly, if JoePat believes things will get wor...

23 Touko 202222min

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