Risks in Early Retirement
JoePat Roop details some of the risks we face when considering an early retirement and how to prepare for those situations. Plus, the importance of "living to be loveable" which has a lasting affect o...
12 Sep 202210min
Fall Financial Checklist
As we slowly transition from Summer to Fall, JoePat details a few items on your financial checklist you should take care of including changes to your RMD's, tax strategies and looking at a ROTH Conver...
5 Sep 202218min
Have we Seen the End of Record High Inflation?
JoePat Roop details his thoughts on the new CPI number at 8.5%, but what the record high inflation really means for your portfolio. Plus, the Administration recently passed the Inflation Reduction Act...
22 Aug 202221min
What's Your Misery Index?
In this episode, JoePat Roop defines if a "Misery Index" is real or just a financial buzzword but more importantly, how you define it. Plus, the pros and cons of a Robo-Advisor. There are some good po...
15 Aug 20229min
How a Recession Defines YOU
In this episode JoePat Roop steps away from the "technical" definition of a recession and explains how your bottom line is more important that the "experts" explanation. Plus, what happens should you ...
8 Aug 202215min
Importance of Being Uncomfortable
JoePat Roop discusses the importance of getting out of your comfort zone and being uncomfortable could have a positive affect on your retirement portfolio. Plus, is the Biden Administration moving the...
1 Aug 202225min
I-Bonds Are Great... If You're Patient
In this episode, JoePat discuss the good and bad of I-Bonds. They can be a good addition to your overall plan, but you need patience. Plus, with record high inflation and rising interest rates, what a...
25 Juli 202218min
The "Medicine" for 9% Inflation
In this episode JoePat Roop details what 9% inflation means for your bottom line and the medicine you can take to curb the affects. Plus, is the 60/40 rule still a good method in a down market or has ...
18 Juli 202214min
