Retire(Meant) For Living Podcast

In this episode of the Retirement for Living podcast, JoePat Roop discusses the current market predictions and warnings from financial experts. He emphasizes the importance of preparing for retirement...

24 Dec 202420min

This week, JoePat Roop discusses the importance of sustainable income in retirement planning, emphasizing the need for customized financial strategies that cater to individual goals. He highlights the...

17 Dec 202417min

In this episode, JoePat Roop discusses the importance of tax planning for retirees, particularly those with significant IRA savings. He emphasizes the need for strategic moves, such as Roth IRA conver...

10 Dec 202415min

This week, JoePat Roop discusses the alarming statistics regarding retirement savings among Americans, emphasizing the importance of understanding individual financial situations and planning for reti...

26 Nov 202419min

This week, JoePat Roop explores the importance of family adventures, the complexities of financial planning, and the impact of political changes on taxes and retirement strategies. He discusses the si...

19 Nov 202418min

This week, JoePat Roop covers essential financial planning strategies as the year comes to a close, emphasizing the importance of tax loss harvesting, Roth conversions, and proactive planning to manag...

12 Nov 20247min

This week, Alaina Sanders joins JoePat Roop and shares her personal experiences with her father's dementia and the importance of long-term care planning. The discussion emphasizes the financial implic...

5 Nov 202419min

This week, JoePat Roop delves into the concept of tax loss harvesting, emphasizing its importance in reducing tax liabilities for investors. He discusses strategies for retirement planning, including ...

29 Okt 202416min