How Lopsided is the Market?
JoePat Roop details the struggles in the market as we reach record lows and highs and he explains how a lopsided market can affect your bottom line. Plus, what can a ROTH IRA do for your tax strategy?...
21 Aug 202311min
Candace Owens on Tax Strategy, Grandfathers and Family Finances
JoePat had the opportunity to spend some time with political and cultural commentator Candace Owens. She talks about the infulence her grandfather had on her life, what she would with our current tax ...
14 Aug 202312min
Weeding Your 401(k) Garden
JoePat Roop details why a billionaire should not be best person to explain the ins and outs of "getting rich". Plus, your 401k or IRA is full of weeds that affect your overall strategy, JoePat explain...
7 Aug 202318min
A Presidential Recession?!
JoePat Roop explains that an election year could provide great opportunities for your retirement portfolio. Plus, is there a chance the Biden administration could push us into a recession so they can ...
31 Juli 202312min
Embracing Your Day One
JoePat details the importance of embracing and understanding your Day One. Plus, should you be running to or from certail stocks and we take a deep dive into what the initial appointment at Belmont Ca...
24 Juli 202318min
Understanding the Inverted Yield Curve
JoePat Roop defines what an Inverted Yield Curve is and more importantly, how it could predict an upcoming recession. Plus, the power of diversification in a plan and why it really depends on your age...
17 Juli 202311min
Picking Your Favorite Kid... Or Not
JoePat Roop deatils the latest with iBonds and if there is still time to take advantage of this government funded opportunity. Plus, at what point is dipping into your 401k for extra cash acceptable a...
10 Juli 202315min
Freedom to Retire
JoePat Roop reflects on Independence Day and answers the question: what are most adults really looking for in retirement? Saftey? Income? Growth? Freedom? Plus, is the 60/40 model still a good option ...
3 Juli 202315min
