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Retire(Meant) For Living PodcastJoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. Author: JoePat Roop Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Building Trust in Retirement Planning
Tuesday, 10 June, 2025
In this episode of Retirement For Living, JoePat Roop discusses the importance of trust in retirement planning, emphasizing the need for a clear process to build that trust. He highlights the significance of income in retirement, suggesting a combination of Social Security and annuities for financial stability. The conversation delves into the pros and cons of different types of annuities, particularly fixed and variable annuities, and the importance of understanding their fees. JoePat also addresses the topic of debt in retirement, explaining that while some debt can be manageable, it ultimately depends on individual circumstances. Finally, he stresses the necessity of preparing for unexpected expenses and having a solid financial plan in place. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
