Is the 60/40 Model Dead?
In this episode JoePat Roop explains why a "healthy" recession could be the best opportunity to fight inflation and reminds us there is a silver lining to a volatile market. Plus, is the 60/40 rule st...
16 Maj 202220min
Are We Due For a Recession?
In this episode JoePat Roop explains weather he thinks we should be preparing for a recession and why there should be no shame in asking for help with your retirement funds. Plus, if you have a pensio...
9 Maj 202213min
Do You Need a "Forever" Home?
In this episode JoePat explains that despite inflation, world issues, high gas prices, interest rate increases and a higher cost living, now is a great time to start your retirement planning. He detai...
2 Maj 202213min
Major Benefits of a ROTH IRA
In this episode JoePat Roop reveals the "needs" some of this clients are looking for, but aren't being met by other advisors. Plus, what are the benefits of a ROTH IRA, not just for you, but for your ...
27 Apr 202210min
Life Lessons from Elon Musk
In this episode, JoePat Roop weighs the pros and cons of moving to a 4 day work week and why some companies would fold using that model. Plus, what can we learn about retirement planning from the ultr...
25 Apr 202210min
Is An Annuity the Best Option?
In this episode, JoePat Roop details the importance of having a plan and why most adults/pre-retirees are slow to build their retirement portfolio. Plus, Annuities can be overwhelming, JoePat breaks d...
18 Apr 20229min
Two Biggest Components of Our Wealth
One actor is proud that her 10 year old son is actively invested in the market. He follows trends, makes moves and gets upset when his stock drops. JoePat Roop talks about the pros and cons of kids wh...
13 Apr 20229min
The Fed's Flip Flop
In this episode, JoePat Roop discusses the Fed's chance of flip flopping and sending the wrong message which could trigger a recession. Plus, what is the "10 Year" rule and how is it affecting your in...
11 Apr 202211min
