Did We Learn NOTHING From 2008?!
JoePat Roop details what lead to the SVB collapse and what mistakes could have been avoided. Plus, how this could affect your retirement savings and what opportunities are available to protect your as...
20 Mar 202314min
Bullied Into Being Charitable
JoePat Roop discusses how an annuity could be a great option for retirement income but comes with some fine print. Plus, is it time to take a break from the market and finally, why being charitable is...
13 Mar 202319min
YouTube Retirement
JoePat Roop explains how the tech sector layoffs have affected the market but unless you were laid off, it shouldn't affect you. Plus, unfortunately 2024 is an election year, so could we see the curre...
6 Mar 202317min
Overwhelmed with all the NOISE!!
JoePat Roop explains how we can cut through all the noise we are constantly fed through financial websites, news programs and even daily conversations. More importantly, what he can do to eliminate th...
27 Feb 202321min
Passing Money Without Passing Drama
JoePat Roop details why 90% of Financial Advisors burnout in the industry and what makes him different. Plus, how to properly pass money to your family without causing drama and finally, what remains ...
20 Feb 202313min
Ever Changing Recession
JoePat Roop discusses the Superbowl and if $7M is a good ROI for a commercial, but also what we can learn about fees from the big game. Plus, how to find your purpose in retirement after you step away...
13 Feb 202320min
Finding That Happy Place in Risk vs Reward
JoePat Roop discusses the pros and cons of borrowing against your retirement in a down economy. Plus, what happens if you're close to retirement and get an unexpected pink slip? How do you take emotio...
6 Feb 202313min
Can You Sustain 2 Years of Zero Growth?!
JoePat Roop discusses the Fed continuing to raise interest rates and if this could lead to a slowdown in market growth, but more importantly, can your portfolio handle zero movement? Plus, what's your...
30 Jan 202314min
