Creating a "No Plan to Retire" Retirement Plan
JoePat Roop details the 60/40 model and if it's still a good option after a volatile 2022 in the market. Plus, what can we expect from the SECURE ACT 2.0 and one country superstar doesn't plan on reti...
23 Jan 202319min
Breaking Down the SECURE ACT 2.0
JoePat Roop details the changes we can anticipate in the latest SECURE ACT 2.0 and how it will affect your retirement planning. Plus, what kind of outlook does JoePat have for 2023? Is it positive or ...
16 Jan 202315min
Lessons Learned From a Rough 2022
2022 was rough financially and JoePat details how he helped to protect his clients' principals despite a record year in the market. Plus, have we hit the bottom on the market? Is it fair to make bold ...
9 Jan 202315min
Facing a Forced Retirement
JoePat Roop details what your first move should be if faced with a forced retirement. Unfortunately, it's becoming more common in a down economy and it's no longer just in the tech sector. Plus, how d...
26 Dec 202210min
Will there be a Santa Claus Rally?
JoePat Roop details if we can prepare for a Santa Claus Rally stemmed from the optimism of the Holiday shopping season. Plus, some talking heads say 2023 is going to be rough for the market, while som...
12 Dec 202214min
Advantage of Tax Loss Harvesting
JoePat Roop explains why looking at Tax Loss Harvesting now could benefit your end of year strategy. Plus, with the Holidays here, why you shouldn't forget about your fiscal responsibilities and expla...
5 Dec 202211min
Is the Worst Yet to Come in 2023?
JorPat Roop explains how the new CPI at 7.7% is good but not great because of the factors not included in the new number. Plus, some economists think the worst is ahead for us regarding a recession an...
21 Nov 202213min
Trickle Down Layoffs
With major companies announcing layoffs JoePat Roop details what steps you need to take if a "future endeavored" letter lands on your desk. Plus, with the midterms behind us, what's next for the econo...
14 Nov 202214min
