Retire(Meant) For Living Podcast

JoePat Roop details what we can learn from Mariah Carey about annuities, and he also explains why frustration from the middle class is real.  For more information or to schedule a consultation call 70...

19 Dec 202311min

JoePat Roop details strategies that could improve your 401k and why "spending down" your 401k is important. Plus, we get the pulse of the community and find out why people are calling Belmont Capital....

12 Dec 202317min

JoePat Roop details new tax brackets coming in 2024 and how to prepare, plus annuities have never been more popular, so why do so few advisors use them? For more information or to schedule a consultat...

5 Dec 20239min

JoePat Roop explains how some adults are playing catch up to this volatile market and if it could benefit your plans. Plus, the pros and cons of a DIY portfolio.  For more information or to schedule a...

28 Nov 202310min

JoePat Roop details the latest inflation numbers and what it means for your holiday shopping. Plus, could longevity insurance benefit your retirement plans?  For more information or to schedule a cons...

21 Nov 202312min

JoePat details the opportunities that present themselves in a volatile market. Plus, no question is too big or too small and JoePat answers a listener question about withdrawals.  For more information...

14 Nov 202314min

JoePat details how shocked some adults are when the realize how much they are paying in fees and how he helps recognize and eliminate unnecessary fees in a plan. Plus, preparing for potential changes ...

7 Nov 202314min

JoePat Roop details how decluttering your house is much like decluttering your retirement portfolio. You will find things you no longer want, need or that are no longer useful. Plus, JoePat explains t...

31 Okt 202320min