Are Bonds Still Beneficial?
This week we get to know Taylor Lee, one of the newest team members at Belmont Capital Advisors. We talk about changes in bonds and how they can help your portflio. Plus, we detail what happens in the...
27 Jun 202319min
Preparing for Unexpected Expenses
JoePat Roop details what's on the mind of the community and what most pre-retirees are struggling with as they prepare for retirement. Plus, JoePat has some of the biggest expenses in retirement that ...
26 Jun 202311min
Pros & Cons of a DIY Retirement Plan
JoePat details how a DIY Retirement Plan has it's benefits, but overall it could cause more harm than good. Plus, what exactly is a "One Page Retirement Plan" from the team at Belmont Capital? For mor...
19 Jun 202315min
It's Your Inheritance, Not Theirs!
JoePat Roop details the pros and cons of giving your kids money without them appreciating hard work. Plus, the power of an annuity in a retirement plan. For more information or to schedule a consulta...
12 Jun 202313min
Having "No Clue" is "No Problem"
JoePat Roop talks about the importance of having an updated strategy. Where do you want to be? What is your plan? Most importantly, what are your goals?! And why you shouldn't feel guilty if you have ...
5 Jun 202312min
Why Annuities are Trending in 2023
JoePat explains why annuities are more popular now than ever before. Plus, how they can provide income for life. For more information or to schedule a consultation, call 704-946-7000 or visit www.bel...
29 Mai 20238min
Foundation to a Full Retirement Plan
JoePat details the 3 legs to a full financial plan: Protection, Growth and Income, and how each one benefits your retirement needs. For more information or to schedule a consultation call 704-946-700...
22 Mai 202310min
Steps to Having a "ROCK" Solid Plan
JoePat details the steps they take at Belmont Capital to ensure you have a rock solid retirement plan. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capit...
15 Mai 20239min
