Best JoePat Roop Podcasts (2025)

1
Navigating Retirement: Common Pitfalls and Solutions 14:00

3d ago14:00

14:00

In this episode of Retirement For Living, JoePat Roop discusses common mistakes individuals make in their retirement planning, particularly focusing on the importance of understanding fees and the impact of taxes. He emphasizes the need for a comprehensive approach to retirement income, including social security strategies and the integration of ta…

1
Navigating Your Retirement Journey 15:03

10d ago15:03

15:03

This week, JoePat Roop discusses the importance of personalized financial planning for retirement. He emphasizes the need for a tailored approach that focuses on individual goals and addresses common concerns such as taxes and financial security. The conversation highlights the mission of Belmont Capital Advisors to help clients live without worry …

1
Tailoring Your Retirement: The Key to Success 18:43

17d ago18:43

18:43

In this episode of Retirement for Living, JoePat Roop discusses the importance of personalized retirement planning. He emphasizes that retirement needs vary greatly among individuals and families, and that financial plans should be tailored to reflect personal goals and circumstances. JoePat introduces the concept of 'memory money,' which allows re…

1
Finding Success Through Gratitude in Retirement 20:06

25d ago20:06

20:06

This week, JoePat Roop emphasizes the importance of gratitude in retirement, discussing how true success is a state of mind rather than a monetary achievement. He highlights the significance of building good financial habits early on, such as budgeting and saving, which can lead to a secure retirement. The conversation transitions into the necessit…

1
The Essential Guide to Retirement Income Planning 13:15

1M ago13:15

13:15

This week, JoePat Roop emphasizes the critical importance of having a personalized income plan for retirement. He discusses the alarming statistics regarding income planning, the need for comprehensive tax planning, and the implications of social security and Medicare costs. JoePat highlights the necessity of understanding one's retirement savings,…

1
The Importance of Early Retirement Planning 19:30

1M ago19:30

19:30

On this week's episode, JoePat Roop discusses the importance of early retirement planning, market trends, and the significance of understanding fees associated with retirement accounts. He emphasizes the need for a personalized retirement income plan and the implications of required minimum distributions (RMDs) for retirees. For more information or…

1
Make 2025 the Best Year Ever 18:54

2M ago18:54

18:54

In this episode of the Retirement for Living Podcast, JoePat Roop discusses various scenarios that could impact retirement planning, including potential layoffs, early retirement, health emergencies, and the importance of having a comprehensive financial plan. He emphasizes the need for proactive planning, setting realistic financial goals, and cel…

1
Navigating Market Uncertainty in Retirement 20:14

2M ago20:14

20:14

In this episode of the Retirement for Living podcast, JoePat Roop discusses the current market predictions and warnings from financial experts. He emphasizes the importance of preparing for retirement income, having cash on hand, and creating a customized retirement plan that focuses on individual cash flow needs. The conversation also covers tax s…

1
Building a Secure Retirement Income 17:04

2M ago17:04

17:04

This week, JoePat Roop discusses the importance of sustainable income in retirement planning, emphasizing the need for customized financial strategies that cater to individual goals. He highlights the significance of understanding market trends, taxes, and hidden fees that can impact retirement savings. The conversation also touches on the necessit…

1
Maximizing Your Retirement Income 15:26

2M ago15:26

15:26

In this episode, JoePat Roop discusses the importance of tax planning for retirees, particularly those with significant IRA savings. He emphasizes the need for strategic moves, such as Roth IRA conversions and Qualified Charitable Distributions (QCDs), to minimize tax liabilities. The conversation also highlights the value of seeking second opinion…

1
Retirement Savings: A Wake-Up Call 19:17

3M ago19:17

19:17

This week, JoePat Roop discusses the alarming statistics regarding retirement savings among Americans, emphasizing the importance of understanding individual financial situations and planning for retirement. He highlights the decline of pension plans and the necessity of creating a personalized retirement income plan. The discussion also touches on…

1
Navigating Family Adventures and Financial Planning 18:29

3M ago18:29

18:29

This week, JoePat Roop explores the importance of family adventures, the complexities of financial planning, and the impact of political changes on taxes and retirement strategies. He discusses the significance of understanding financial documents, the role of tax strategies in retirement planning, and the influence of celebrity endorsements in pol…

1
Year-End Financial Planning Strategies 7:17

3M ago7:17

7:17

This week, JoePat Roop covers essential financial planning strategies as the year comes to a close, emphasizing the importance of tax loss harvesting, Roth conversions, and proactive planning to manage taxes effectively in retirement. JoePat highlights the significance of understanding tax implications on retirement savings and the need for strateg…

1
Navigating Long-Term Care: A Personal Journey 19:12

4M ago19:12

19:12

This week, Alaina Sanders joins JoePat Roop and shares her personal experiences with her father's dementia and the importance of long-term care planning. The discussion emphasizes the financial implications of long-term care, the necessity of early planning, and the various options available to families. She highlights the emotional and practical a…

1
Navigating Retirement Planning: Strategies for Success 16:55

4M ago16:55

16:55

This week, JoePat Roop delves into the concept of tax loss harvesting, emphasizing its importance in reducing tax liabilities for investors. He discusses strategies for retirement planning, including the significance of having a well-structured portfolio that can withstand market fluctuations. The discussion also highlights the need for proactive t…

1
Tax Strategies for a Secure Retirement 22:49

4M ago22:49

22:49

This week's conversation delves into the critical aspects of retirement planning, emphasizing the importance of sound financial advice and the need for a tailored approach to retirement income. JoePat Roop discusses common regrets among retirees regarding financial decisions, the significance of principal protection, and the impact of taxes on reti…

1
Lynyrd Skynyrd Interview 9:28

4M ago9:28

9:28

In this engaging conversation, members of the legendary Lynyrd Skynyrd (Johnny Van Zant & Rickey Medlocke) sit down with JoePat Roop to discuss the evolution of their music careers, the importance of audience appreciation, and the memories created in their early days at the 'Hell House.' They also reflect on the significance of building a strong te…

1
The Role of Annuities in Retirement Planning 18:53

4M ago18:53

18:53

This week, JoePat Roop focuses on the pressing concerns retirees and pre-retirees have regarding Social Security and annuities. He highlights the uncertainty surrounding Social Security's future, the importance of understanding filing strategies, and the potential impact of taxes on retirement income. The discussion also delves into the role of ann…

1
Tax Strategies for a Secure Retirement 18:51

5M ago18:51

18:51

This week, JoePat Roop shares his journey from West Virginia to a successful career in financial planning, reflecting on the unpredictability of life and the importance of having a solid financial strategy. The discussion transitions into the current political climate and its implications for the economy, emphasizing the need for sound retirement p…

1
Investment Strategies in a Volatile Market 12:44

5M ago12:44

12:44

In this week's conversation, JoePat Roop discusses the current economic landscape, focusing on the potential for a recession, inflation rates, and the Federal Reserve's actions. He explores investment strategies amidst market volatility and the importance of long-term financial planning. The discussion also touches on the political climate and its …

1
Is Your 401(k) Enough for Retirement? 14:32

5M ago14:32

14:32

This week, JoePat Roop discusses the importance of understanding net income in retirement planning, particularly in relation to Social Security and Medicare. He highlights the implications of IRMA surcharges and the need for proactive tax planning. The discussion also covers the limitations of 401(k) plans as a sole retirement strategy and emphasiz…

1
Navigating Retirement Regrets 13:06

5M ago13:06

13:06

This week, JoePat Roop discusses the common regrets people have regarding retirement planning, particularly focusing on the importance of saving and the implications of taxes. He also talks about the current economic climate, including interest rate changes and their impact on annuities. For more information or to schedule a consultation call 704-9…

1
Creating a Comprehensive Retirement Income Plan 13:41

6M ago13:41

13:41

As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discuss…

1
Indicators of a Potential Recession 13:32

6M ago13:32

13:32

This week, JoePat Roop discusses the possibility of a recession and its potential impact on the economy. He highlights indicators of a recession, such as the inverse yield curve and frothy markets. The conversation also delves into the proposed capital gains tax increase and its potential effects on individuals and the economy. The importance of ta…

1
Consolidating Lost 401(k) Accounts 11:27

6M ago11:27

11:27

Retiring early presents challenges such as ensuring that your money lasts longer and provides a consistent income. JoePat Room discusses additional risks, including market downturns and higher spending in the early retirement years. It is important to have a clear purpose and budget for retirement. Other obstacles to consider are health insurance a…

1
The Benefits of Roth IRAs in Retirement 12:02

7M ago12:02

12:02

On this week's show, JoePat Roop discusses the fear of running out of money in retirement and the preference of preserving money rather than growing it. He also explores the topic of taxes in retirement and the importance of having a tax strategy. The conversation emphasizes the need for a comprehensive retirement income plan that includes streams …

1
Gold Medals & Surprise Taxes 17:44

7M ago17:44

17:44

This week, JoePat Roop discusses the Olympics and the excitement and pride that comes with watching athletes compete. The conversation then transitions to taxes on Olympic medals and the potential surprise taxes that individuals may face in retirement. JoePat talks about the recent global tech outage caused by a cyber security glitch and the import…

1
The Benefits of Tax Planning 14:44

7M ago14:44

14:44

This week, JoePat Roop covers a range of topics including the recent assassination attempt on former President Donald Trump, the need for open dialogue, the possibility of a recession, the importance of having a comprehensive retirement plan, and the benefits of tax planning. For more information or to schedule a consultation call 704-946-7000 or v…

1
Individualized Retirement Planning Based on Income Goals 14:09

7M ago14:09

14:09

This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. Th…

1
Optimizing Tax Strategies in Retirement Planning 14:05

8M ago14:05

14:05

This week, the conversation with JoePat Roop revolves around the concept of being a tightwad and the importance of budgeting and planning for fun expenses. It emphasizes the need for discipline and budgeting to achieve financial independence and enjoy life. The conversation also touches on the topics of tax planning and estate planning, highlightin…

1
Faith in American Small Businesses 8:43

8M ago8:43

8:43

On this week's episode, JoePat Roop covers various topics related to Independence Day celebrations, including spending habits, patriotism, small businesses, and untraditional methods of saving for retirement. JoePat discusses statistics on how much Americans spend on food, hot dogs, fireworks, and beer during the Fourth of July. He also touches on …

1
Taking the Emotions Out of Retirement Planning 14:55

8M 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

8M 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

9M 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

9M 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

9M 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

9M 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

9M 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

10M 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

10M 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

10M 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

10M 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

11M 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

11M 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

11M 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

12M 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

12M 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

12M 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

1y 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

1y 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.…

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