Best JoePat Roop Podcasts (2024)

1
Taking the Emotions Out of Retirement Planning 14:55

3d ago14:55

14:55

This week, JoePat Roop focuses on the importance of building secure, sustainable, and stable income for retirement. He emphasizes the need for secure income that is not affected by market disruptions or geopolitical events. The conversation also highlights the impact of inflation and taxes on retirement income and the importance of incorporating in…

1
Taking Advantage of High Interest Rates 17:25

11d ago17:25

17:25

Taylor Lee, a CFP at Belmont Capital Advisors, joins the show to discuss various topics related to financial planning and investment strategies. The conversation covers subjects such as landscaping, retirement planning, interest rates, inflation, and the importance of having a financial plan. Taylor emphasizes the need for a personalized plan that …

1
Alaina Sanders On Annuities & RV'ing 16:08

18d ago16:08

16:08

This week we get to know Alaina Sanders one of the great team members at Belmont Capital. Alaina is a financial planner who understands the importance of income planning because it's something she has been passionate from a young age. She joins JoePat to discuss the joys and challenges of retirement planning, the pros and cons of annuities and what…

1
The Importance of Personalized Financial Planning 13:08

25d ago13:08

13:08

JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies. For more information or to schedule a consultation call 704-946-7000 or visit w…

1
The Debate on Taxes and Personal Opinions 13:28

1M ago13:28

13:28

On this week's podcast, the conversation revolves around the topics of retirement income, taxes, legacies, and the importance of personalized financial advice. JoePat Roop discusses Warren Buffett's statement about paying taxes and expresses his own opinion on the matter. He also mentions a 20-point tax checklist that can help individuals save mone…

1
$53 Trillion Is Up For Grabs! (If Anyone Wants It) 10:28

1M ago10:28

10:28

JoePat details the "Great Wealth Transfer" and while it means a windfall of money for some, it also means big headaches for others. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.By JoePat Roop

1
"Side Hustle" Because You Want To 14:25

2M ago14:25

14:25

Side Hustles are good for additional income but JoePat explains how you can still have the part time gig, but because you want to, not because you have to. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
70 And Still Working?! 9:00

2M ago9:00

9:00

JoePat detials why so many adults are working at 70 and not happily retired (and it's not just because of inflation). Plus, how to find your purpose in life with advice from a legit bull rider. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Best of the Worst in Annuities 9:03

2M ago9:03

9:03

Most advisors have a love/hate relationship with Annuities and JoePat details why they can be a great option or a portfolio headache. For more information or to schedule a consultation, please contact 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.By JoePat Roop

1
Ignoring the Latest Retirement Trends 15:59

2M ago15:59

15:59

Adults are retiring earlier than ever, but why? Is the market that good? Have they had enough? Are they making a mistake? JoePat details the pros/cons of an early retirement. Plus, the power of building sustainable retirement income. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio…

1
Is $1.4 Million the Magic Number in Retirement? 9:57

2M ago9:57

9:57

Should you have a milestone birthday or a milestone savings account number when planning to retire? JoePat details the latest number some adults think they need to retire comfortably. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Idiot's Guide to ROTH Conversions 17:58

3M ago17:58

17:58

JoePat offers a break down on a ROTH conversion and if it could be the strategy your portfolio needs to protect and build income. Plus, what Ron Swanson can teach us about taxes. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
3 Pillars of a Proper Retirement Plan 10:15

3M ago10:15

10:15

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan and JoePat details how the steps to securing each in your retirement portfolio. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Finding Your "Retirement Rush" 9:41

3M ago9:41

9:41

Adults 65+ are working now more than ever. Is that because we are living longer? Bad financial planning? Or maybe because they want to? JoePat also details how to find your "retirement rush". For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Time to Eliminate Your 401(k)? 11:47

4M ago11:47

11:47

Pundits think it's time to eliminate a 401(k) from retirement plans. JoePat Roop details the pros and cons of abolishing your 401(k) plan and what other options can be used for income in retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy informati…

1
Belmont Capital Takes Over Nashville With Austin Snell 6:13

4M ago6:13

6:13

JoePat Roop shined up his cowboy boots and met some of the biggest and best in country music at CRS. JoePat also had the opportunity to meet some of the up-and-coming country stars including Austin Snell. Check out Austin Snell's official website and music. He's an artist you will want to download! For more information or to schedule a consultation…

1
Tax Scams Targeting Your Retirement Plan 19:55

4M ago19:55

19:55

It's tax season and scammers are targeting those worried about the IRS. JoePat details what to look out for and what the IRS will never do when contacting you. Plus, what age should you consider retiring? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy inf…

1
Why $5 Million May Not Be Enough For Retirement 13:45

4M ago13:45

13:45

JoePat Roop details his mission for the community and explain how he can help you recognize your retirement goals. Plus, you would think $5M should be enough to retire comfortably, but one "shark" disagrees. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy …

1
Misconceptions of Retirement Planning 12:35

5M ago12:35

12:35

There are many layers to customizing a retirement plan and JoePat wants to break down some of the myths of what he can and will do for his clients. Plus, a detailed look at the first appointment. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Power of Diversification in Retirement 13:41

5M ago13:41

13:41

Being diversified in retirement is not a need, it's a must for most adults. JoePat details the best ways to diversify your portfolio and also stresses the importance of a tax strategy. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Is the Risk Worth the Reward in Retirement? 18:32

5M ago18:32

18:32

WWE and Netflix agreed to a 10-year $5 Billion deal to be the exclusive streaming service for their wrestling content. This is a big risk for both parties. JoePat details the long- and short-term risk in retirement planning and how to protect yourself. Plus, a millennial gets a real-life lesson in taxes. For more information or to schedule a consul…

1
Recognizing and Eliminating Fees in Retirement 11:35

5M ago11:35

11:35

Fees are something that will affect a retirement portfolio and JoePat Roop details how to recognize and even possibly eliminate unnecessary fees. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.By JoePat Roop

1
Setting Goals, Not Resolutions & Breaking News from Belmont Capital 14:58

6M ago14:58

14:58

JoePat Roop details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life. Finally, some breaking news from the offices of Belmont Capital Advisors. For more information or to schedule a consultation call 704-946-7000 or www.b…

1
All I Want For Christmas Is An Annuity 11:00

6M ago11:00

11:00

JoePat Roop details what we can learn from Mariah Carey about annuities, and he also explains why frustration from the middle class is real. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.By JoePat Roop

1
Make These Updates to Your 401k Strategy 17:03

7M ago17:03

17:03

JoePat Roop details strategies that could improve your 401k and why "spending down" your 401k is important. Plus, we get the pulse of the community and find out why people are calling Belmont Capital. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy informa…

1
Updating Your Tax Bracket for 2024 Changes 9:46

7M ago9:46

9:46

JoePat Roop details new tax brackets coming in 2024 and how to prepare, plus annuities have never been more popular, so why do so few advisors use them? For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Does a Volatile Market Mean More Opportunities? 10:33

7M ago10:33

10:33

JoePat Roop explains how some adults are playing catch up to this volatile market and if it could benefit your plans. Plus, the pros and cons of a DIY portfolio. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Inflation's Impact On Your Holiday Shopping 12:36

7M ago12:36

12:36

JoePat Roop details the latest inflation numbers and what it means for your holiday shopping. Plus, could longevity insurance benefit your retirement plans? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
More Opportunity in a Volatile Market 14:53

8M ago14:53

14:53

JoePat details the opportunities that present themselves in a volatile market. Plus, no question is too big or too small and JoePat answers a listener question about withdrawals. For more information or to schedule a consultation, call 704-9467000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Fees 101: The Why and How of Paying Fees 14:50

8M ago14:50

14:50

JoePat details how shocked some adults are when the realize how much they are paying in fees and how he helps recognize and eliminate unnecessary fees in a plan. Plus, preparing for potential changes to your Social Security that could happen sooner than later. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont…

1
Declutter Your Life and Portfolio 20:45

8M ago20:45

20:45

JoePat Roop details how decluttering your house is much like decluttering your retirement portfolio. You will find things you no longer want, need or that are no longer useful. Plus, JoePat explains the unseen power of a ROTH within a plan. Don't miss an episode! Subscribe and follow, today. Learn more online at Belmont-Capital.com or on social: Fa…

1
Three Pillars of a Proper Retirement Plan 14:54

8M ago14:54

14:54

JoePat details the 3 pillars to creating a proper retirement plan: protection, income and growth. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.By JoePat Roop

1
You Could Lose $27k From Your Retirement Plan 9:52

9M ago9:52

9:52

This week JoePat details the latest rumors of Social Security benefits being cut over the next 10 years and how to prepare. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.By JoePat Roop

1
Still Waiting on a Recession? 11:23

9M ago11:23

11:23

JoePat explains why he thinks we are not out of the woods yet when it comes to a possible recession. Plus, what kills a plan: fees. JoePat details how to help eliminate the costly piece of retirement planning. For more information on Belmont Capital Advisors or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnyst…

1
A Father's Influence: From coal mines to financial planning 10:00

9M ago10:00

10:00

JoePat details what lead him to the world of financial planning and how he almost ended up in the coal mines had his father not stepped in. Plus, is there a better opportunity aside from having bonds in your portfolio? For more information on Belmont Capital Advisors or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com S…

1
Politics of Retirement Planning 19:20

9M ago19:20

19:20

JoePat Roop details how the Boomer generation is preparing to pass down over $50 Trillion in assets and what affect it could have on everyday retirement savers. Plus, with a Presidential election looming, what does history show for market reaction? For more information on Belmont Capital or to schedule a consultaion, call 704-946-7000 or visit www.…

1
Viral Dances: Yes. Financial Advice: NO!! 18:38

9M ago18:38

18:38

JoePat details if it's time to into "protection" mode in a volatile market. Plus, we have discovered financial advice on Tik Tock. Is it worthy of a second look or is it trash? For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Retirement Lessons From the Ultimate Parrothead 18:50

10M ago18:50

18:50

JoePat Roop details the lesson we can learn from the death of Jimmy Buffett and how lasting legacy needs to be more than a memory or a song. Plus, a lot of adults are going "all in" on the market because they feel the need to play catch up, but is this a good strategy? For more information or to schedule a consultation call 704-946-7000 or visit ww…

1
The ONE THING You Must Get Right 14:21

10M ago14:21

14:21

JoePat Roop details the one thing that YOU must get right in retirement and the one thing that HE must get right for you. Also, how do you "test drive" a retirement plan? For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy information.…

1
Some Things Are Bigger Than Money 8:53

10M ago8:53

8:53

JoePat wants you to be financially stable but he also knows that in life, there are some things that are bigger than money; family. JoePat talks about the importance of being secure in your finances, but also understanding that time with your loved ones trump having millions in the bank. For more information or to schedule a consultation call 704-9…

1
How Lopsided is the Market? 11:51

10M ago11:51

11:51

JoePat Roop details the struggles in the market as we reach record lows and highs and he explains how a lopsided market can affect your bottom line. Plus, what can a ROTH IRA do for your tax strategy? For more information or to shedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy informa…

1
Candace Owens on Tax Strategy, Grandfathers and Family Finances 12:13

11M ago12:13

12:13

JoePat had the opportunity to spend some time with political and cultural commentator Candace Owens. She talks about the infulence her grandfather had on her life, what she would with our current tax code and the importance of financial conversations in a marriage. For more information on Belmont Capital Advisors or to schedule a consultation call …

1
Weeding Your 401(k) Garden 18:04

11M ago18:04

18:04

JoePat Roop details why a billionaire should not be best person to explain the ins and outs of "getting rich". Plus, your 401k or IRA is full of weeds that affect your overall strategy, JoePat explains how to pull those weeds without hurting your bottom line. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-…

1
A Presidential Recession?! 12:10

11M ago12:10

12:10

JoePat Roop explains that an election year could provide great opportunities for your retirement portfolio. Plus, is there a chance the Biden administration could push us into a recession so they can take credit for getting us to the other side? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com Se…

1
Embracing Your Day One 18:49

11M ago18:49

18:49

JoePat details the importance of embracing and understanding your Day One. Plus, should you be running to or from certail stocks and we take a deep dive into what the initial appointment at Belmont Capital looks like. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener fo…

1
Understanding the Inverted Yield Curve 11:55

12M ago11:55

11:55

JoePat Roop defines what an Inverted Yield Curve is and more importantly, how it could predict an upcoming recession. Plus, the power of diversification in a plan and why it really depends on your age. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener for privacy infor…

1
Picking Your Favorite Kid... Or Not 15:10

12M ago15:10

15:10

JoePat Roop deatils the latest with iBonds and if there is still time to take advantage of this government funded opportunity. Plus, at what point is dipping into your 401k for extra cash acceptable and finally, when it comes to your inheritance, do you want to pick favorites or let them learn the hard way? For more information or to schedule a con…

1
Freedom to Retire 15:38

12M ago15:38

15:38

JoePat Roop reflects on Independence Day and answers the question: what are most adults really looking for in retirement? Saftey? Income? Growth? Freedom? Plus, is the 60/40 model still a good option for your portfolio? For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com See omnystudio.com/listener …

1
Are Bonds Still Beneficial? 19:07

1y ago19:07

19:07

This week we get to know Taylor Lee, one of the newest team members at Belmont Capital Advisors. We talk about changes in bonds and how they can help your portflio. Plus, we detail what happens in the initial appointment at Belmont Capital and finally, we make way too early College Football predictions. For more information or to schedule a consult…

1
Preparing for Unexpected Expenses 11:31

1y ago11:31

11:31

JoePat Roop details what's on the mind of the community and what most pre-retirees are struggling with as they prepare for retirement. Plus, JoePat has some of the biggest expenses in retirement that most adults are not aware of. For more information or to schedule a consultation, call 704-946-7000 or visit www.belmont-capital.com See omnystudio.co…

Podcasts Worth a Listen

JoePat Roop Podcasts

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