Black Swans, Celebrities, and Financial Surprises
What do market shocks and celebrity money stories have in common? JoePat Roop explores “black swan” events—unexpected disruptions that can reshape retirement plans—and why preparation matters when sur...
5 Touko 23min
Tim Tebow on Memory Buckets and Meaning
What if planning for memories mattered as much as planning for money? JoePat Roop revisits a powerful conversation with Tim Tebow on intentional living, legacy, and creating experiences with family. T...
4 Touko 9min
The Question Most Retirees Can’t Answer About Their 401(k)
Knowing your 401(k) balance is easy—but knowing how long it will last is another story. JoePat Roop explains why a 401(k) alone isn’t a retirement plan and how taxes, required distributions, and longe...
28 Huhti 17min
When Retirement Plans Stop Working Quietly
What does your refrigerator have to do with your 401(k)? JoePat Roop uses a simple analogy to explain how retirement accounts often get ignored until something breaks. The discussion covers market unc...
21 Huhti 14min
When Headlines Hijack Financial Decisions
Global events move fast—but financial reactions move faster. This episode with JoePat Roop examines how geopolitical headlines influence markets, emotions, and investor behavior. The conversation sepa...
14 Huhti 13min
Is Another Market Shock Brewing?
Could the next financial disruption look different than past crashes? This episode with JoePat Roop unpacks market noise, geopolitical risks, private credit exposure, and why traditional “safe” strate...
7 Huhti 16min
When the Market Decides Your Retirement
What happens when retirement plans hinge on market timing? A real-world second‑opinion story highlights the risks of delaying retirement due to volatility. This conversation with JoePat Roop & Taylor ...
31 Maalis 7min
Geopolitics, Taxes, and Retirement
Global events, market valuations, taxes, and uncertainty collide in this wide‑ranging discussion. This episode with JoePat Roop examines how geopolitical issues, inflation, market concentration, and t...
30 Maalis 20min
