What Secrets Are You Hiding?!
JoePat Roop talks about the secrets we hide from our family regarding our finances and how that can cause friction within a relationship. Plus, with changes coming in 2023, is now the right time to ma...
7 Nov 202218min
Can You (Or Should You) Time the Market?
JoePat Roop has some advice for the "experts" who think we are not in a recession yet and offers tips for retirees on how to plan for the next year of a down market. Plus, if JoePat had control of the...
31 Okt 202214min
Time to Consider Delaying Retirement?
JoePat Roop details the hard question about delaying your retirement plans because of the down economy. Would this be a beneficial move to your overall portfolio? Plus, should you have an "age" or an ...
24 Okt 202213min
Midterm Grades for the Federal Reserve
In this episode JoePat grades the Federal Reserve on how they have handled record high inflation (spoiler alert: they don't pass). Plus, when unexpected life challenges happen it's easy to lean on you...
17 Okt 202212min
Preparing for an Economic Storm
JoePat Roop discusses Hurricane Ian and the lessons we can learn about protection from the Economic Storm that continues to affect our retirement portfolios. Plus, one listener is a prime example of h...
10 Okt 202215min
Life Lessons From Willie Nelson
In this episode JoePat talks about seeing Willie Nelson live in concert and what he learned about his own life and retirement from the music legend. Plus, what happens if you think a job layoff is com...
3 Okt 202216min
It's Tax Harvesting Season!
We think of fall and Thanksgiving harvest, but what about tax harvesting? Could it benefit your portfolio? Plus, JoePat Roop details the difference between tax prep and tax planning. Also, what can we...
26 Sep 202213min
Why Inflation is Off Track
JoePat breaks down the latest inflation numbers and why we should prepare for this to be the new normal for a while. Plus, how trains will be the next to affect our supply chain issues and finally, Jo...
19 Sep 202212min
