Лучшие подкасты про Joepat Roop (2024)

1
Tax Strategies for a Secure Retirement 22:49

2d ago22:49

22:49

This week's conversation delves into the critical aspects of retirement planning, emphasizing the importance of sound financial advice and the need for a tailored approach to retirement income. JoePat Roop discusses common regrets among retirees regarding financial decisions, the significance of principal protection, and the impact of taxes on reti…

1
Lynyrd Skynyrd Interview 9:28

4d ago9:28

9:28

In this engaging conversation, members of the legendary Lynyrd Skynyrd (Johnny Van Zant & Rickey Medlocke) sit down with JoePat Roop to discuss the evolution of their music careers, the importance of audience appreciation, and the memories created in their early days at the 'Hell House.' They also reflect on the significance of building a strong te…

1
The Role of Annuities in Retirement Planning 18:53

11d ago18:53

18:53

This week, JoePat Roop focuses on the pressing concerns retirees and pre-retirees have regarding Social Security and annuities. He highlights the uncertainty surrounding Social Security's future, the importance of understanding filing strategies, and the potential impact of taxes on retirement income. The discussion also delves into the role of ann…

1
Tax Strategies for a Secure Retirement 18:51

18d ago18:51

18:51

This week, JoePat Roop shares his journey from West Virginia to a successful career in financial planning, reflecting on the unpredictability of life and the importance of having a solid financial strategy. The discussion transitions into the current political climate and its implications for the economy, emphasizing the need for sound retirement p…

1
Investment Strategies in a Volatile Market 12:44

25d ago12:44

12:44

In this week's conversation, JoePat Roop discusses the current economic landscape, focusing on the potential for a recession, inflation rates, and the Federal Reserve's actions. He explores investment strategies amidst market volatility and the importance of long-term financial planning. The discussion also touches on the political climate and its …

1
Is Your 401(k) Enough for Retirement? 14:32

1M ago14:32

14:32

This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasiz…

1
Navigating Retirement Regrets 13:06

1M ago13:06

13:06

This week, JoePat Roop discusses the common regrets people have regarding retirement planning, particularly focusing on the importance of saving and the implications of taxes. He also talks about the current economic climate, including interest rate changes and their impact on annuities. For more information or to schedule a consultation call 704-9…

1
Creating a Comprehensive Retirement Income Plan 13:41

2M ago13:41

13:41

As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discuss…

1
Indicators of a Potential Recession 13:32

2M ago13:32

13:32

This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of ta…

1
Consolidating Lost 401(k) Accounts 11:27

2M ago11:27

11:27

Retiring early presents challenges such as ensuring that your money lasts longer and provides a consistent income. JoePat Room discusses additional risks, including market downturns and higher spending in the early retirement years. It is important to have a clear purpose and budget for retirement. Other obstacles to consider are health insurance a…

1
The Benefits of Roth IRAs in Retirement 12:02

3M ago12:02

12:02

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams …

1
Gold Medals & Surprise Taxes 17:44

3M ago17:44

17:44

This week, JoePat Roop discusses the Olympics and the excitement and pride that comes with watching athletes compete. The conversation then transitions to taxes on Olympic medals and the potential surprise taxes that individuals may face in retirement. JoePat talks about the recent global tech outage caused by a cyber security glitch and the import…

1
The Benefits of Tax Planning 14:44

3M ago14:44

14:44

This week, JoePat Roop covers a range of topics including the recent assassination attempt on former President Donald Trump, the need for open dialogue, the possibility of a recession, the importance of having a comprehensive retirement plan, and the benefits of tax planning. For more information or to schedule a consultation call 704-946-7000 or v…

1
Individualized Retirement Planning Based on Income Goals 14:09

3M ago14:09

14:09

This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. Th…

1
Optimizing Tax Strategies in Retirement Planning 14:05

4M ago14:05

14:05

This week, the conversation with JoePat Roop revolves around the concept of being a tightwad and the importance of budgeting and planning for fun expenses. It emphasizes the need for discipline and budgeting to achieve financial independence and enjoy life. The conversation also touches on the topics of tax planning and estate planning, highlightin…

1
Faith in American Small Businesses 8:43

4M ago8:43

8:43

On this week's episode, JoePat Roop covers various topics related to Independence Day celebrations, including spending habits, patriotism, small businesses, and untraditional methods of saving for retirement. JoePat discusses statistics on how much Americans spend on food, hot dogs, fireworks, and beer during the Fourth of July. He also touches on …

1
Taking the Emotions Out of Retirement Planning 14:55

4M ago14:55

14:55

This week, JoePat Roop focuses on the importance of building secure, sustainable, and stable income for retirement. He emphasizes the need for secure income that is not affected by market disruptions or geopolitical events. The conversation also highlights the impact of inflation and taxes on retirement income and the importance of incorporating in…

1
Taking Advantage of High Interest Rates 17:25

4M ago17:25

17:25

Taylor Lee, a CFP at Belmont Capital Advisors, joins the show to discuss various topics related to financial planning and investment strategies. The conversation covers subjects such as landscaping, retirement planning, interest rates, inflation, and the importance of having a financial plan. Taylor emphasizes the need for a personalized plan that …

1
Alaina Sanders On Annuities & RV'ing 16:08

5M ago16:08

16:08

This week we get to know Alaina Sanders one of the great team members at Belmont Capital. Alaina is a financial planner who understands the importance of income planning because it's something she has been passionate from a young age. She joins JoePat to discuss the joys and challenges of retirement planning, the pros and cons of annuities and what…

1
The Importance of Personalized Financial Planning 13:08

5M ago13:08

13:08

JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies. For more information or to schedule a consultation call 704-946-7000 or visit w…

1
The Debate on Taxes and Personal Opinions 13:28

5M ago13:28

13:28

On this week's podcast, the conversation revolves around the topics of retirement income, taxes, legacies, and the importance of personalized financial advice. JoePat Roop discusses Warren Buffett's statement about paying taxes and expresses his own opinion on the matter. He also mentions a 20-point tax checklist that can help individuals save mone…

1
$53 Trillion Is Up For Grabs! (If Anyone Wants It) 10:28

5M ago10:28

10:28

JoePat details the "Great Wealth Transfer" and while it means a windfall of money for some, it also means big headaches for others. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.JoePat Roop

1
"Side Hustle" Because You Want To 14:25

5M ago14:25

14:25

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
70 And Still Working?! 9:00

6M ago9:00

9:00

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Best of the Worst in Annuities 9:03

6M ago9:03

9:03

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. For more information or to schedule a consultation, please contact 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.JoePat Roop

1
Ignoring the Latest Retirement Trends 15:59

6M ago15:59

15:59

Adults are retiring earlier than ever, but why? Is the market that good? Have they had enough? Are they making a mistake? JoePat details the pros/cons of an early retirement. Plus, the power of building sustainable retirement income. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio…

1
Is $1.4 Million the Magic Number in Retirement? 9:57

6M ago9:57

9:57

Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Idiot's Guide to ROTH Conversions 17:58

7M ago17:58

17:58

JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
3 Pillars of a Proper Retirement Plan 10:15

7M ago10:15

10:15

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan and JoePat details how the steps to securing each in your retirement portfolio. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Finding Your "Retirement Rush" 9:41

7M ago9:41

9:41

Adults 65+ are working now more than ever. Is that because we are living longer? Bad financial planning? Or maybe because they want to? JoePat also details how to find your "retirement rush". For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Time to Eliminate Your 401(k)? 11:47

8M ago11:47

11:47

Pundits think it's time to eliminate a 401(k) from retirement plans. JoePat Roop details the pros and cons of abolishing your 401(k) plan and what other options can be used for income in retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy informati…

1
Belmont Capital Takes Over Nashville With Austin Snell 6:13

8M ago6:13

6:13

JoePat Roop shined up his cowboy boots and met some of the biggest and best in country music at CRS. JoePat also had the opportunity to meet some of the up-and-coming country stars including Austin Snell. Check out Austin Snell's official website and music. He's an artist you will want to download! For more information or to schedule a consultation…

1
Tax Scams Targeting Your Retirement Plan 19:55

8M ago19:55

19:55

It's tax season and scammers are targeting those worried about the IRS. JoePat details what to look out for and what the IRS will never do when contacting you. Plus, what age should you consider retiring? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy inf…

1
Why $5 Million May Not Be Enough For Retirement 13:45

8M ago13:45

13:45

JoePat Roop details his mission for the community and explain how he can help you recognize your retirement goals. Plus, you would think $5M should be enough to retire comfortably, but one "shark" disagrees. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy …

1
Misconceptions of Retirement Planning 12:35

9M ago12:35

12:35

There are many layers to customizing a retirement plan and JoePat wants to break down some of the myths of what he can and will do for his clients. Plus, a detailed look at the first appointment. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Power of Diversification in Retirement 13:41

9M ago13:41

13:41

Being diversified in retirement is not a need, it's a must for most adults. JoePat details the best ways to diversify your portfolio and also stresses the importance of a tax strategy. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Is the Risk Worth the Reward in Retirement? 18:32

9M ago18:32

18:32

WWE and Netflix agreed to a 10-year $5 Billion deal to be the exclusive streaming service for their wrestling content. This is a big risk for both parties. JoePat details the long- and short-term risk in retirement planning and how to protect yourself. Plus, a millennial gets a real-life lesson in taxes. For more information or to schedule a consul…

1
Recognizing and Eliminating Fees in Retirement 11:35

9M ago11:35

11:35

Fees are something that will affect a retirement portfolio and JoePat Roop details how to recognize and even possibly eliminate unnecessary fees. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.JoePat Roop

1
Setting Goals, Not Resolutions & Breaking News from Belmont Capital 14:58

10M ago14:58

14:58

JoePat Roop details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life. Finally, some breaking news from the offices of Belmont Capital Advisors. For more information or to schedule a consultation call 704-946-7000 or www.b…

1
All I Want For Christmas Is An Annuity 11:00

10M ago11:00

11:00

JoePat Roop details what we can learn from Mariah Carey about annuities, and he also explains why frustration from the middle class is real. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.JoePat Roop

1
Make These Updates to Your 401k Strategy 17:03

11M ago17:03

17:03

JoePat Roop details strategies that could improve your 401k and why "spending down" your 401k is important. Plus, we get the pulse of the community and find out why people are calling Belmont Capital. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy informa…

1
Updating Your Tax Bracket for 2024 Changes 9:46

11M ago9:46

9:46

JoePat Roop details new tax brackets coming in 2024 and how to prepare, plus annuities have never been more popular, so why do so few advisors use them? For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Does a Volatile Market Mean More Opportunities? 10:33

11M ago10:33

10:33

JoePat Roop explains how some adults are playing catch up to this volatile market and if it could benefit your plans. Plus, the pros and cons of a DIY portfolio. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Inflation's Impact On Your Holiday Shopping 12:36

11M ago12:36

12:36

JoePat Roop details the latest inflation numbers and what it means for your holiday shopping. Plus, could longevity insurance benefit your retirement plans? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
More Opportunity in a Volatile Market 14:53

12M ago14:53

14:53

JoePat details the opportunities that present themselves in a volatile market. Plus, no question is too big or too small and JoePat answers a listener question about withdrawals. For more information or to schedule a consultation, call 704-9467000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Fees 101: The Why and How of Paying Fees 14:50

12M ago14:50

14:50

JoePat details how shocked some adults are when the realize how much they are paying in fees and how he helps recognize and eliminate unnecessary fees in a plan. Plus, preparing for potential changes to your Social Security that could happen sooner than later. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont…

1
Declutter Your Life and Portfolio 20:45

12M ago20:45

20:45

JoePat Roop details how decluttering your house is much like decluttering your retirement portfolio. You will find things you no longer want, need or that are no longer useful. Plus, JoePat explains the unseen power of a ROTH within a plan. Don't miss an episode! Subscribe and follow, today. Learn more online at Belmont-Capital.com or on social: Fa…

1
Three Pillars of a Proper Retirement Plan 14:54

1y ago14:54

14:54

JoePat details the 3 pillars to creating a proper retirement plan: protection, income and growth. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.JoePat Roop

1
You Could Lose $27k From Your Retirement Plan 9:52

1y ago9:52

9:52

This week JoePat details the latest rumors of Social Security benefits being cut over the next 10 years and how to prepare. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.JoePat Roop

1
Still Waiting on a Recession? 11:23

1y ago11:23

11:23

JoePat explains why he thinks we are not out of the woods yet when it comes to a possible recession. Plus, what kills a plan: fees. JoePat details how to help eliminate the costly piece of retirement planning. For more information on Belmont Capital Advisors or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnyst…

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