You Could Lose $27k From Your Retirement Plan
This week JoePat details the latest rumors of Social Security benefits being cut over the next 10 years and how to prepare. For more information or to schedule a consultation call 704-946-7000 or vis...
12 Okt 20239min
Still Waiting on a Recession?
JoePat explains why he thinks we are not out of the woods yet when it comes to a possible recession. Plus, what kills a plan: fees. JoePat details how to help eliminate the costly piece of retirement ...
12 Okt 202311min
A Father's Influence: From coal mines to financial planning
JoePat details what lead him to the world of financial planning and how he almost ended up in the coal mines had his father not stepped in. Plus, is there a better opportunity aside from having bonds ...
10 Okt 202310min
Politics of Retirement Planning
JoePat Roop details how the Boomer generation is preparing to pass down over $50 Trillion in assets and what affect it could have on everyday retirement savers. Plus, with a Presidential election loom...
26 Sep 202319min
Viral Dances: Yes. Financial Advice: NO!!
JoePat details if it's time to into "protection" mode in a volatile market. Plus, we have discovered financial advice on Tik Tock. Is it worthy of a second look or is it trash? For more information or...
19 Sep 202318min
Retirement Lessons From the Ultimate Parrothead
JoePat Roop details the lesson we can learn from the death of Jimmy Buffett and how lasting legacy needs to be more than a memory or a song. Plus, a lot of adults are going "all in" on the market beca...
12 Sep 202318min
The ONE THING You Must Get Right
JoePat Roop details the one thing that YOU must get right in retirement and the one thing that HE must get right for you. Also, how do you "test drive" a retirement plan? For more information or to sc...
5 Sep 202314min
Some Things Are Bigger Than Money
JoePat wants you to be financially stable but he also knows that in life, there are some things that are bigger than money; family. JoePat talks about the importance of being secure in your finances, ...
29 Aug 20238min
