Belmont Capital Takes Over Nashville With Austin Snell
JoePat Roop shined up his cowboy boots and met some of the biggest and best in country music at CRS. JoePat also had the opportunity to meet some of the up-and-coming country stars including Austin Sn...
12 Mars 20246min
Tax Scams Targeting Your Retirement Plan
It's tax season and scammers are targeting those worried about the IRS. JoePat details what to look out for and what the IRS will never do when contacting you. Plus, what age should you consider retir...
27 Feb 202419min
Why $5 Million May Not Be Enough For Retirement
JoePat Roop details his mission for the community and explain how he can help you recognize your retirement goals. Plus, you would think $5M should be enough to retire comfortably, but one "shark" dis...
20 Feb 202413min
Misconceptions of Retirement Planning
There are many layers to customizing a retirement plan and JoePat wants to break down some of the myths of what he can and will do for his clients. Plus, a detailed look at the first appointment. For...
13 Feb 202412min
Power of Diversification in Retirement
Being diversified in retirement is not a need, it's a must for most adults. JoePat details the best ways to diversify your portfolio and also stresses the importance of a tax strategy. For more infor...
6 Feb 202413min
Is the Risk Worth the Reward in Retirement?
WWE and Netflix agreed to a 10-year $5 Billion deal to be the exclusive streaming service for their wrestling content. This is a big risk for both parties. JoePat details the long- and short-term risk...
30 Jan 202418min
Recognizing and Eliminating Fees in Retirement
Fees are something that will affect a retirement portfolio and JoePat Roop details how to recognize and even possibly eliminate unnecessary fees. For more information or to schedule a consultation ca...
23 Jan 202411min
Setting Goals, Not Resolutions & Breaking News from Belmont Capital
JoePat Roop details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life. F...
9 Jan 202414min
