Is Uncle Sam targeting the middle class for taxation?
JoePat Roop talks about the proposed retroactive tax hikes from the Joe Biden administration. Plus, find out why your 401(k) may not be as valuable as...
Retire(Meant) For Living Podcast
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About
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.
How to make withdrawals from your 401(k)
JoePat Roop talks about reducing your tax burden in retirement, avoiding financial regrets, and the importance an estate plan.
Estimating your Taxes in Retirement
JoePat Roop discusses how he helps his clients estimate their tax bill on their tax deferred retirement accounts like 401(k)s and IRAs. Learn how to t...
An Interview with Tim Tebow
Tim Tebow is returning to the NFL! JoePat Roop was able to sit down with Tim in 2020 and discuss some of Tim's great work on and off the field. They a...
Getting Taxed Like the Rich
JoePat Roop discusses how to learn from the wealthy on minimizing your tax burden. Plus, a special tribute to Mom on Mother's Day weekend.
More choices and freedom in retirement
JoePat Roop talks about how to reduce taxes on your retirement savings and the power of living debt free.
Celebrating Life in Retirement
JoePat Roop celebrates the life of 116-year-old Hester Ford from Charlotte and discusses how to prepare for that kind of longevity when you retire.
Could you retire right now?
JoePat Roop talks about how to maintain your standard of living in retirement by replacing your net income without settling for less.
Take the Replace My Paycheck Challenge
JoePat Roop describes how he helps people retire without the fear of running out of money. Find out how you can take the Replace My Paycheck Challenge...
Avoid a pay cut in retirement
JoePat Roop reacts to the record high spending, record high tax collecting, and record high deficit announced by the government recently. Plus, how ca...