70 And Still Working?!
JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. For m...
7 Mai 20249min
Best of the Worst in Annuities
Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. For more information or to schedule a consultation, please contac...
30 Apr 20249min
Ignoring the Latest Retirement Trends
Adults are retiring earlier than ever, but why? Is the market that good? Have they had enough? Are they making a mistake? JoePat details the pros/cons of an early retirement. Plus, the power of buildi...
23 Apr 202415min
Is $1.4 Million the Magic Number in Retirement?
Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably. For more informa...
16 Apr 20249min
Idiot's Guide to ROTH Conversions
JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes. For more information...
2 Apr 202417min
3 Pillars of a Proper Retirement Plan
Income. Protection. Growth. These are the 3 pillars of a proper retirement plan and JoePat details how the steps to securing each in your retirement portfolio. For more information or to schedule a c...
26 Mar 202410min
Finding Your "Retirement Rush"
Adults 65+ are working now more than ever. Is that because we are living longer? Bad financial planning? Or maybe because they want to? JoePat also details how to find your "retirement rush". For mor...
19 Mar 20249min
Time to Eliminate Your 401(k)?
Pundits think it's time to eliminate a 401(k) from retirement plans. JoePat Roop details the pros and cons of abolishing your 401(k) plan and what other options can be used for income in retirement. ...
14 Mar 202411min
