Jocko Willink on Discipline, Leadership, and Retirement
What can a Navy SEAL commander teach retirees about financial planning? JoePat Roop and special guest Jocko Willink explore leadership, discipline, simplicity, personal responsibility, and the princip...
6 Jul 8min
Why Chasing the Next Big Investment Rarely Ends Well
Hot investments grab headlines, but do they belong in a retirement plan? JoePat Roop discusses the SpaceX IPO, retirement income strategies, long-term care concerns, and why retirement planning requir...
30 Jun 32min
From Global Chaos to Your Retirement Plan
Global headlines can feel overwhelming—but what do they actually mean for your retirement? JoePat Roop simplifies complex geopolitical and market concerns, connecting global events, market cycles, and...
23 Jun 22min
Why Time Matters More Than Your Portfolio
Time is the one asset you can’t replace—and it shapes every retirement decision. JoePat Roop reflects on Father’s Day, legacy, and the real meaning behind retirement planning. The discussion connects ...
22 Jun 6min
The Fed, Rising Prices, and Your Retirement Income
Inflation is rising again—so what does that really mean for your retirement income? This episode with JoePat Roop unpacks the latest inflation data, shifting Fed expectations, and how higher prices at...
16 Jun 31min
Understanding the Tax Triangle
Taxes remain one of the most discussed—and misunderstood—parts of retirement planning. This episode with JoePat Roop introduces a structured way to think about how and when money gets taxed across dif...
2 Jun 23min
When the Market Drops, What Should You Really Do?
What if a market downturn looked less like a setback and more like a reset? This episode breaks down how volatility can create planning opportunities, from Roth conversions to portfolio adjustments. J...
26 Mai 31min
The Hidden Costs That Can Break Retirement
Retirement planning doesn’t stop at income—it must account for taxes, healthcare, and long-term care risks. This episode with JoePat Roop explores why people delay retirement, how confidence shapes de...
19 Mai 32min
