Time to Adjust Summer Plans?
In this episode, JoePat Roop discusses ways to adjust your budget so inflation doesn't ruin your summer plans. Plus, some love Crypto, but some call it "Schmuck Insurance". Where are JoePats feelings ...
4 Huhti 20228min
What a 1958 TV Set Can Teach Us About Finances
In this episode JoePat Roop compares 1958 TV set to financial planning strategies of 2022. Plus, is it time to think about a phased retirement or what if you need to get back into the work force after...
30 Maalis 202212min
Time to Prepare for a Recession?
In this episode JoePat Roop offers simple tips to help fight ongoing inflation and discusses his thoughts on the possibility of a recession. Plus, what's on the mind of the community? What financial i...
28 Maalis 202212min
Is an Annuity a Option to Hedge Inflation?
In this episode JoePat Roop discusses the pros and cons of having an annuity when inflation is soaring, plus the importance of having an Estate Plan that secures your legacy and benefits your family. ...
23 Maalis 202215min
Is There a Silver Lining to Higher Interest Rates?
In this episode JoePat Roop discusses Tom Brady's return to the NFL and the steps to take if you want or need to return to work after retirement. Plus, Interest Rates are up, but is there good from al...
21 Maalis 202211min
Getting More From Your Retirement Plan
We are all feeling the affects of inflation, gas, interest rates, etc. but JoePat has 3 simple ways to get more out of your retirement plan. What does your Medicare plan look like? What small changes ...
15 Maalis 20228min
Questions We Are Afraid to Ask Our Advisors
There are a few questions that for some reason or another, we are afraid to ask our financial advisor. Some adults feel like these may be too personal, but truth is, you should never be worried about ...
15 Maalis 20227min
Finding Weakness and Exposure in Your Plan
In this episode JoePat Roop details how to find weakness and exposure in your retirement plan and the easiest corrections to make. Plus, are you comfortable with the risk you are taking in your portfo...
14 Maalis 202212min
