11 episodes

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.

Retire(Meant) For Living Podcast JoePat Roop

    • Investing

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.

    401k Millionaires and 2020 Outlook

    401k Millionaires and 2020 Outlook

    Fidelity recently reported a new record number of clients who have million dollar portfolios after the stock market's performance in 2019.  Can the markets continue this trajectory?  JoePat gives us his thoughts on what might happen in 2020.

    • 9 min
    The SECURE Act

    The SECURE Act

    JoePat breaks down the pros and cons of the recently passed SECURE Act and what it means for retirees.

    • 13 min
    The Power of Roth

    The Power of Roth

    JoePat talks about why a Roth IRA might be a great choice for people who are approaching retirement and why it's important to work with an advisor if you're considering a Roth IRA.

    • 10 min
    401(k) Mistakes

    401(k) Mistakes

    This week, JoePat details some of the common mistakes people make with their retirement savings accounts and how to avoid those mistakes.

    • 7 min
    Orphan 401ks and Rollovers

    Orphan 401ks and Rollovers

    This week, JoePat discusses the different options people have with old 401ks that may have been left behind at a former job.

    • 8 min
    Countdown to Retirement - 1 year

    Countdown to Retirement - 1 year

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

    • 8 min

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