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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

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

Can the market predict who will win the election?

JoePat Roop discusses a study that suggests who will win the big election in November, based on the stock market. He also talks about the importance of taking advantage of the one thing we all have in common: Time. How can you make time work for you? Find out on this week's RetireMeant for Living podcast!

23 min2 w ago
Comments
Can the market predict who will win the election?

Market Volatility Returns

JoePat Roop discusses the wild week in the market and why we may continue to see volatility through the Presidential Election.

16 min3 w ago
Comments
Market Volatility Returns

How to Deal with Furloughs and Layoffs

Many people have been able to get back to work, but unfortunately, we continue to see furloughs and layoffs in some industries. JoePat Roop addresses how you can prepare for an unexpected early retirement on this week's podcast. We also hear from best selling author, Patrick Kelly!

17 minSEP 21
Comments
How to Deal with Furloughs and Layoffs

Stress Free Retirement

This week, JoePat addresses some of the recent market volatility and why it's important to take advantage of historically low tax rates now. We also hear from friend of the show, Patrick Kelly, and his thoughts on how to develop a Stress Free Retirement. Find out how to get a copy of Patrick's book on this week's Retire(meant) for Living!

14 minSEP 14
Comments
Stress Free Retirement

Honoring the American Worker

JoePat takes some time on this Labor Day weekend to show appreciation for the men and women across our country who keep the economy moving - The American Worker. From blue collar to white collar to no collar, JoePat helps all kinds of Americans develop retirement plans that are custom-designed for each person and their particular situation. Learn more on this week's Retire(Meant) for Living Podcast!

15 minSEP 7
Comments
Honoring the American Worker

California taxes outside of California?

California has announced their intentions to tax residents who leave for up to ten years AFTER they move out of the state. Could this happen across the country? Find out what possible solutions JoePat Roop has to become as tax efficient as possible on this week's podcast!

15 minAUG 31
Comments
California taxes outside of California?

An Economic Dichotomy

JoePat Roop talks about the difference between the market highs on Wall Street and the damage that the pandemic has caused on Main Street for many Americans. What can you do to improve your current position and set yourself up for a successful retirement? Find out on this week's Retire(Meant) for Living podcast!

14 minAUG 24
Comments
An Economic Dichotomy

Income Quote Review

Joe Pat elaborates further on the Income Quote process and how it can be helpful in planning your budget for retirement.

9 minAUG 10
Comments
Income Quote Review

Income Quote

Do you know how much you need to live the retirement lifestyle you've been dreaming about? Find out how to get an Income Quote from JoePat Roop on this week's Retire(Meant) for Living podcast!

15 minAUG 3
Comments
Income Quote

Making sure you don't outlive your money

60% of people responding to an Annual Retirement Risk Readiness survey says their number one fear is outliving their money. JoePat Roop breaks down the importance of income planning for retirement and outlines how he helps his clients develop those types of plans.

9 minJUL 13
Comments
Making sure you don't outlive your money

Latest Episodes

Can the market predict who will win the election?

JoePat Roop discusses a study that suggests who will win the big election in November, based on the stock market. He also talks about the importance of taking advantage of the one thing we all have in common: Time. How can you make time work for you? Find out on this week's RetireMeant for Living podcast!

23 min2 w ago
Comments
Can the market predict who will win the election?

Market Volatility Returns

JoePat Roop discusses the wild week in the market and why we may continue to see volatility through the Presidential Election.

16 min3 w ago
Comments
Market Volatility Returns

How to Deal with Furloughs and Layoffs

Many people have been able to get back to work, but unfortunately, we continue to see furloughs and layoffs in some industries. JoePat Roop addresses how you can prepare for an unexpected early retirement on this week's podcast. We also hear from best selling author, Patrick Kelly!

17 minSEP 21
Comments
How to Deal with Furloughs and Layoffs

Stress Free Retirement

This week, JoePat addresses some of the recent market volatility and why it's important to take advantage of historically low tax rates now. We also hear from friend of the show, Patrick Kelly, and his thoughts on how to develop a Stress Free Retirement. Find out how to get a copy of Patrick's book on this week's Retire(meant) for Living!

14 minSEP 14
Comments
Stress Free Retirement

Honoring the American Worker

JoePat takes some time on this Labor Day weekend to show appreciation for the men and women across our country who keep the economy moving - The American Worker. From blue collar to white collar to no collar, JoePat helps all kinds of Americans develop retirement plans that are custom-designed for each person and their particular situation. Learn more on this week's Retire(Meant) for Living Podcast!

15 minSEP 7
Comments
Honoring the American Worker

California taxes outside of California?

California has announced their intentions to tax residents who leave for up to ten years AFTER they move out of the state. Could this happen across the country? Find out what possible solutions JoePat Roop has to become as tax efficient as possible on this week's podcast!

15 minAUG 31
Comments
California taxes outside of California?

An Economic Dichotomy

JoePat Roop talks about the difference between the market highs on Wall Street and the damage that the pandemic has caused on Main Street for many Americans. What can you do to improve your current position and set yourself up for a successful retirement? Find out on this week's Retire(Meant) for Living podcast!

14 minAUG 24
Comments
An Economic Dichotomy

Income Quote Review

Joe Pat elaborates further on the Income Quote process and how it can be helpful in planning your budget for retirement.

9 minAUG 10
Comments
Income Quote Review

Income Quote

Do you know how much you need to live the retirement lifestyle you've been dreaming about? Find out how to get an Income Quote from JoePat Roop on this week's Retire(Meant) for Living podcast!

15 minAUG 3
Comments
Income Quote

Making sure you don't outlive your money

60% of people responding to an Annual Retirement Risk Readiness survey says their number one fear is outliving their money. JoePat Roop breaks down the importance of income planning for retirement and outlines how he helps his clients develop those types of plans.

9 minJUL 13
Comments
Making sure you don't outlive your money
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