Ignoring the Latest Retirement Trends
Adults are retiring earlier than ever, but why? Is the market that good? Have they had enough?...
15:58
Is $1.4 Million the Magic Number in Retirement?
Should you have a milestone birthday or a milestone savings account number when planning to...
09:56
What Bowling and Your 401(k) Have in Common with Taylor Lee
This week we get to know one of the newest team members of Belmont Capital Advisors, CFP Taylor...
18:43
Idiot's Guide to ROTH Conversions
JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio...
17:58
3 Pillars of a Proper Retirement Plan
Income. Protection. Growth. These are the 3 pillars of a proper retirement plan and JoePat...
10:14
Finding Your "Retirement Rush"
Adults 65+ are working now more than ever. Is that because we are living longer? Bad financial...
09:41
Time to Eliminate Your 401(k)?
Pundits think it's time to eliminate a 401(k) from retirement plans. JoePat Roop details the pros...
11:47
Belmont Capital Takes Over Nashville With Austin Snell
JoePat Roop shined up his cowboy boots and met some of the biggest and best in country music at...
06:12
Tax Scams Targeting Your Retirement Plan
It's tax season and scammers are targeting those worried about the IRS. JoePat details what to...
19:54
Why $5 Million May Not Be Enough For Retirement
JoePat Roop details his mission for the community and explain how he can help you recognize your...
13:45
Misconceptions of Retirement Planning
There are many layers to customizing a retirement plan and JoePat wants to break down some of the...
12:34
Power of Diversification in Retirement
Being diversified in retirement is not a need, it's a must for most adults. JoePat details the...
13:41
Is the Risk Worth the Reward in Retirement?
WWE and Netflix agreed to a 10-year $5 Billion deal to be the exclusive streaming service for...
18:32
Recognizing and Eliminating Fees in Retirement
Fees are something that will affect a retirement portfolio and JoePat Roop details how to...
11:34
Setting Goals, Not Resolutions & Breaking News from Belmont Capital
JoePat Roop details the importance of setting goals for the new year and not relying on...
14:58
All I Want For Christmas Is An Annuity
JoePat Roop details what we can learn from Mariah Carey about annuities, and he also explains why...
11:00
Make These Updates to Your 401k Strategy
JoePat Roop details strategies that could improve your 401k and why "spending down" your 401k is...
17:02
Updating Your Tax Bracket for 2024 Changes
JoePat Roop details new tax brackets coming in 2024 and how to prepare, plus annuities have never...
09:46
Does a Volatile Market Mean More Opportunities?
JoePat Roop explains how some adults are playing catch up to this volatile market and if it could...
10:33
Inflation's Impact On Your Holiday Shopping
JoePat Roop details the latest inflation numbers and what it means for your holiday shopping....
12:36
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