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Retire(Meant) For Living Podcast

JoePat Roop

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Retire(Meant) For Living Podcast
Retire(Meant) For Living Podcast

Retire(Meant) For Living Podcast

JoePat Roop

0
Followers
1
Plays
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About Us

JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors. For over 25 years, Joe Pat has been helping build successful retirements throughout the Carolinas with his One Page Retirement Income Plan. This podcast focuses on solutions to help you retire with confidence.

Latest Episodes

Making Memory Money

In this episode we hear from best selling retirement author Patrick Kelly about what's most important in retirement. Then JoePat discusses the importance of having an income plan so you can create memories in retirement.

6 MINJUN 25
Comments
Making Memory Money

What To Do With a Windfall of Money?

Whether you win the lottery, inherit money, or start taking distribution from your retirement accounts, what should you do when you come into a windfall of money? JoePat discusses this and more...

9 MINJUN 18
Comments
What To Do With a Windfall of Money?

Rough 3rd Quarter for Markets and Long Term Care

JoePat discusses having a LongTerm Care plan as part of your retirement strategy. Also, if you study the history of the stock market, things tend to get a little soft in the summer. Investment strategist Sam Stovall says you might want to be a little more cautious over these next few months.

16 MINJUN 11
Comments
Rough 3rd Quarter for Markets and Long Term Care

SECURE Act - Changes coming to your retirement plans

The U.S. House of Representatives passed a bill that represents the first major change to retirement plans since 2006. Including changes 401Kk) plans, IRA's and Required Minimum Distributions. JoePat discusses how these changes affect you.

13 MINJUN 4
Comments
SECURE Act - Changes coming to your retirement plans

RMD's and Fees

Did you know at age 70.5 you're "required" to take money out of your retirement accounts? It's called Required Minimum Distribution. In this episode, JoePat helps you understand RMD's and the fees your paying in your retirement accounts.

9 MINJUN 3
Comments
RMD's and Fees

Social Security (2)

Waiting till your 70 to claim Social Security will get you more money, but you may be missing out on extra money during the best years of your retirement. In this episode, JoePat continues the conversation one of the most important retirement decisions you'll ever make...

9 MINMAY 27
Comments
Social Security (2)

Income in Retirement

Your bills don't stop after you retire. JoePat discusses the importance of creating a steady and dependable income stream in retirement.

16 MINMAY 20
Comments
Income in Retirement

Protecting Your Life Savings From China Trade Drama and Other World Events

In this episode, we hear from Warren Buffett and JoePat discusses how the ongoing trade drama with China affects the market and how to protect your life savings against a downturn. Also how to create an income that you can't outlive.

12 MINMAY 13
Comments
Protecting Your Life Savings From China Trade Drama and Other World Events

Social Security (Part 1)

JoePat gives us a little history of Social Security and helps you answer the question on most retirees mind's, "when to take it."

9 MINAPR 29
Comments
Social Security (Part 1)

Countdown to Retirement - 1 year

JoePat discusses what do to if you are 1 year away from retirement.

8 MINAPR 22
Comments
Countdown to Retirement - 1 year

Latest Episodes

Making Memory Money

In this episode we hear from best selling retirement author Patrick Kelly about what's most important in retirement. Then JoePat discusses the importance of having an income plan so you can create memories in retirement.

6 MINJUN 25
Comments
Making Memory Money

What To Do With a Windfall of Money?

Whether you win the lottery, inherit money, or start taking distribution from your retirement accounts, what should you do when you come into a windfall of money? JoePat discusses this and more...

9 MINJUN 18
Comments
What To Do With a Windfall of Money?

Rough 3rd Quarter for Markets and Long Term Care

JoePat discusses having a LongTerm Care plan as part of your retirement strategy. Also, if you study the history of the stock market, things tend to get a little soft in the summer. Investment strategist Sam Stovall says you might want to be a little more cautious over these next few months.

16 MINJUN 11
Comments
Rough 3rd Quarter for Markets and Long Term Care

SECURE Act - Changes coming to your retirement plans

The U.S. House of Representatives passed a bill that represents the first major change to retirement plans since 2006. Including changes 401Kk) plans, IRA's and Required Minimum Distributions. JoePat discusses how these changes affect you.

13 MINJUN 4
Comments
SECURE Act - Changes coming to your retirement plans

RMD's and Fees

Did you know at age 70.5 you're "required" to take money out of your retirement accounts? It's called Required Minimum Distribution. In this episode, JoePat helps you understand RMD's and the fees your paying in your retirement accounts.

9 MINJUN 3
Comments
RMD's and Fees

Social Security (2)

Waiting till your 70 to claim Social Security will get you more money, but you may be missing out on extra money during the best years of your retirement. In this episode, JoePat continues the conversation one of the most important retirement decisions you'll ever make...

9 MINMAY 27
Comments
Social Security (2)

Income in Retirement

Your bills don't stop after you retire. JoePat discusses the importance of creating a steady and dependable income stream in retirement.

16 MINMAY 20
Comments
Income in Retirement

Protecting Your Life Savings From China Trade Drama and Other World Events

In this episode, we hear from Warren Buffett and JoePat discusses how the ongoing trade drama with China affects the market and how to protect your life savings against a downturn. Also how to create an income that you can't outlive.

12 MINMAY 13
Comments
Protecting Your Life Savings From China Trade Drama and Other World Events

Social Security (Part 1)

JoePat gives us a little history of Social Security and helps you answer the question on most retirees mind's, "when to take it."

9 MINAPR 29
Comments
Social Security (Part 1)

Countdown to Retirement - 1 year

JoePat discusses what do to if you are 1 year away from retirement.

8 MINAPR 22
Comments
Countdown to Retirement - 1 year