The Retirement Red Zone: Taxes, Risk, and What Advisors Miss
Think you’re diversified? You might be risking more than you realize. This episode JoePat Roop & Taylor Lee unpacks why true diversification goes beyond owning a mix of stocks and bonds, highlighting ...
18 Marras 202523min
The Tax Trap Waiting for Your Retirement
Are you ready for the tax surprises lurking at year’s end? This episode dives into why last-minute tax planning is crucial for retirees and anyone with significant savings. Discover the difference bet...
11 Marras 202523min
Gold, Debt, and the Diversification Dilemma
Is your retirement plan built on a solid foundation—or is it at risk from hidden debt, taxes, and market surprises? JoePat Roop dives into the realities of “good” versus “bad” debt, the tax traps lurk...
4 Marras 202529min
Hidden Fees, Tax Traps, and the Truth About Retirement Planning
Is being rich just about money—or is true wealth something deeper? This episode with JoePat Roop unpacks the myths behind financial success, explores how hidden fees and taxes can erode your savings, ...
28 Loka 202520min
Melt-Up Mirage: Are You Ready for the Next Curveball?
Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shif...
21 Loka 202528min
Alternative Investments: Opportunity or Risk for Gen X?
Is a recession just headline noise—or could it upend your personal retirement plan? This episode tackles Gen X anxieties about outliving savings, new 401(k) rules, and the risks and rewards of alterna...
14 Loka 202522min
The Tax Trap: Why Your Big Payday Isn’t What You Think
What if half your windfall vanished before you could spend it? This episode tackles the realities of taxes in retirement, the power of Roth IRAs, and how simple planning can save thousands over a life...
7 Loka 202522min
Social Security Secrets: Are You Leaving Money on the Table?
Are you claiming Social Security too soon—and missing out on bigger benefits? JoePat Roop breaks down the real math behind Social Security timing, tax-smart strategies, and why your retirement plan sh...
30 Syys 20259min
