Rich or Wealthy? The Retirement Measure That Actually Matters
“Rich” counts commas; “wealthy” counts moments. JoePat Roop reframes success around health, family, and time—then shows how habits, cash‑flow planning, and tax efficiency create secure, stable, sustai...
20 Tammi 23min
Ready or Not: Is 2026 Your Year to Retire?
What if a single decision could change your entire retirement? In this episode, JoePat Roop explores how planning for the unexpected—like job loss, surprise expenses, or early retirement—can give you ...
13 Tammi 25min
Why Goals—Not Resolutions—Protect Your Nest Egg
What’s lurking in your retirement plan that could derail your best year ever—taxes, surcharges, or missed goals? In this episode, JoePat Roop reveals why setting actionable goals beats making empty re...
6 Tammi 13min
Year-End Countdown: Roth Conversions, Taxes, and Your Retirement Plan
Are you ready for the year-end financial countdown? This episode with JoePat Roop dives into last-minute tax strategies, the pros and cons of Roth conversions, and how Social Security timing can impac...
23 Joulu 202514min
What’s on Your Retirement Christmas List?
What’s really on your retirement Christmas list this year? In this episode, JoePat Roop unpacks the end‑of‑year crunch many adults feel—balancing holiday chaos, financial to‑dos, tax deadlines, and bi...
16 Joulu 202520min
Pay Yourself Smarter: Tax Secrets Every Business Owner Should Know
How can business owners pay themselves, their employees, and even their kids—while keeping more money in their pockets? This episode with JoePat Roop & CPA Adam Boatsman busts common tax myths, explai...
9 Joulu 202520min
Paralysis Analysis: Is Your Retirement Plan Stuck?
What happens if you leave your retirement plan on autopilot? This episode of the Retirement For Living podcast with JoePat Roop reveals the risks of “paralysis analysis” and the consequences of not ha...
2 Joulu 202513min
Spendophobia: Why Retirees Fear Their Own Money
Is $1.5 million really enough for a secure retirement? This episode unpacks the myths behind “magic numbers,” explores the emotional challenge of spendophobia, and reveals why running out of money is ...
25 Marras 202530min
