Retire(Meant) For Living Podcast

Retire(Meant) For Living Podcast

55 episodes

Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop. JoePat 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. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably. Don't miss an episode! Subscribe and follow. Learn more online at Belmont-Capital.com or on social: Facebook, Instagram and LinkedIn

Podcasts

Setting Goals, Not Resolutions & Breaking News from Belmont Capital

Published: Jan. 9, 2024, 9 a.m.
Duration: 14 minutes 58 seconds

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All I Want For Christmas Is An Annuity

Published: Dec. 19, 2023, 9 a.m.
Duration: 11 minutes

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Make These Updates to Your 401k Strategy

Published: Dec. 12, 2023, 9 a.m.
Duration: 17 minutes 3 seconds

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Updating Your Tax Bracket for 2024 Changes

Published: Dec. 5, 2023, 9 a.m.
Duration: 9 minutes 46 seconds

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Does a Volatile Market Mean More Opportunities?

Published: Nov. 28, 2023, 9 a.m.
Duration: 10 minutes 33 seconds

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Inflation's Impact On Your Holiday Shopping

Published: Nov. 21, 2023, 9 a.m.
Duration: 12 minutes 36 seconds

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More Opportunity in a Volatile Market

Published: Nov. 14, 2023, 9 a.m.
Duration: 14 minutes 53 seconds

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Fees 101: The Why and How of Paying Fees

Published: Nov. 7, 2023, 9 a.m.
Duration: 14 minutes 50 seconds

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Declutter Your Life and Portfolio

Published: Oct. 31, 2023, 8 a.m.
Duration: 20 minutes 45 seconds

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Three Pillars of a Proper Retirement Plan

Published: Oct. 24, 2023, 8 a.m.
Duration: 14 minutes 54 seconds

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You Could Lose $27k From Your Retirement Plan

Published: Oct. 12, 2023, 8:17 p.m.
Duration: 9 minutes 52 seconds

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Still Waiting on a Recession?

Published: Oct. 12, 2023, 9 a.m.
Duration: 11 minutes 23 seconds

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

Published: Oct. 10, 2023, 8 a.m.
Duration: 10 minutes

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Politics of Retirement Planning

Published: Sept. 26, 2023, 8 a.m.
Duration: 19 minutes 20 seconds

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Viral Dances: Yes. Financial Advice: NO!!

Published: Sept. 19, 2023, 8 a.m.
Duration: 18 minutes 38 seconds

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Retirement Lessons From the Ultimate Parrothead

Published: Sept. 12, 2023, 8 a.m.
Duration: 18 minutes 50 seconds

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The ONE THING You Must Get Right

Published: Sept. 5, 2023, 8 a.m.
Duration: 14 minutes 21 seconds

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Some Things Are Bigger Than Money

Published: Aug. 29, 2023, 8 a.m.
Duration: 8 minutes 53 seconds

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How Lopsided is the Market?

Published: Aug. 21, 2023, 11 a.m.
Duration: 11 minutes 51 seconds

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Candace Owens on Tax Strategy, Grandfathers and Family Finances

Published: Aug. 14, 2023, 11 a.m.
Duration: 12 minutes 13 seconds

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Weeding Your 401(k) Garden

Published: Aug. 7, 2023, 11 a.m.
Duration: 18 minutes 4 seconds

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A Presidential Recession?!

Published: July 31, 2023, 11 a.m.
Duration: 12 minutes 10 seconds

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Embracing Your Day One

Published: July 24, 2023, 11 a.m.
Duration: 18 minutes 49 seconds

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Understanding the Inverted Yield Curve

Published: July 17, 2023, 11 a.m.
Duration: 11 minutes 55 seconds

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Picking Your Favorite Kid... Or Not

Published: July 10, 2023, 11 a.m.
Duration: 15 minutes 10 seconds

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Freedom to Retire

Published: July 3, 2023, 11 a.m.
Duration: 15 minutes 38 seconds

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Are Bonds Still Beneficial?

Published: June 27, 2023, 11 a.m.
Duration: 19 minutes 7 seconds

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Preparing for Unexpected Expenses

Published: June 26, 2023, 11 a.m.
Duration: 11 minutes 31 seconds

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Pros & Cons of a DIY Retirement Plan

Published: June 19, 2023, 11 a.m.
Duration: 15 minutes 7 seconds

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It's Your Inheritance, Not Theirs!

Published: June 12, 2023, 11 a.m.
Duration: 13 minutes 23 seconds

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Having "No Clue" is "No Problem"

Published: June 5, 2023, 11 a.m.
Duration: 12 minutes

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Why Annuities are Trending in 2023

Published: May 29, 2023, 11 a.m.
Duration: 8 minutes 46 seconds

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Foundation to a Full Retirement Plan

Published: May 22, 2023, 11 a.m.
Duration: 10 minutes 48 seconds

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Steps to Having a "ROCK" Solid Plan

Published: May 15, 2023, 11 a.m.
Duration: 9 minutes 27 seconds

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Overhyped Opportunities

Published: May 8, 2023, 4 p.m.
Duration: 8 minutes 38 seconds

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Risk Lessons from the kids of South Park?

Published: May 1, 2023, 11 a.m.
Duration: 18 minutes 15 seconds

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Tax Freedom Day, That Isn't

Published: April 24, 2023, 11 a.m.
Duration: 20 minutes 20 seconds

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Market Driven Anxiety

Published: April 17, 2023, 11 a.m.
Duration: 15 minutes 46 seconds

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Avoiding Paralysis By Analysis

Published: April 10, 2023, 11 a.m.
Duration: 29 minutes 4 seconds

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Your Tax Refund is Unacceptable

Published: April 3, 2023, 11 a.m.
Duration: 15 minutes 3 seconds

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What Happens When The Trump Tax Cuts Expire?!

Published: March 27, 2023, 11 a.m.
Duration: 17 minutes 14 seconds

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Did We Learn NOTHING From 2008?!

Published: March 20, 2023, 11 a.m.
Duration: 14 minutes 45 seconds

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Bullied Into Being Charitable

Published: March 13, 2023, 11 a.m.
Duration: 19 minutes 4 seconds

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YouTube Retirement

Published: March 6, 2023, noon
Duration: 17 minutes 36 seconds

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Overwhelmed with all the NOISE!!

Published: Feb. 27, 2023, noon
Duration: 21 minutes 41 seconds

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Passing Money Without Passing Drama

Published: Feb. 20, 2023, noon
Duration: 13 minutes 44 seconds

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Ever Changing Recession

Published: Feb. 13, 2023, noon
Duration: 20 minutes 30 seconds

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Finding That Happy Place in Risk vs Reward

Published: Feb. 6, 2023, noon
Duration: 13 minutes 50 seconds

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Can You Sustain 2 Years of Zero Growth?!

Published: Jan. 30, 2023, noon
Duration: 14 minutes 22 seconds

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Creating a "No Plan to Retire" Retirement Plan

Published: Jan. 23, 2023, noon
Duration: 19 minutes 6 seconds

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Breaking Down the SECURE ACT 2.0

Published: Jan. 16, 2023, noon
Duration: 15 minutes 44 seconds

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Lessons Learned From a Rough 2022

Published: Jan. 9, 2023, noon
Duration: 15 minutes 55 seconds

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Facing a Forced Retirement

Published: Dec. 26, 2022, noon
Duration: 10 minutes 10 seconds

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Will there be a Santa Claus Rally?

Published: Dec. 12, 2022, noon
Duration: 14 minutes 13 seconds

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Advantage of Tax Loss Harvesting

Published: Dec. 5, 2022, noon
Duration: 11 minutes 24 seconds

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Is the Worst Yet to Come in 2023?

Published: Nov. 21, 2022, noon
Duration: 13 minutes 11 seconds

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Trickle Down Layoffs

Published: Nov. 14, 2022, noon
Duration: 14 minutes 43 seconds

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What Secrets Are You Hiding?!

Published: Nov. 7, 2022, noon
Duration: 18 minutes 9 seconds

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Can You (Or Should You) Time the Market?

Published: Oct. 31, 2022, 11 a.m.
Duration: 14 minutes 25 seconds

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Time to Consider Delaying Retirement?

Published: Oct. 24, 2022, 11 a.m.
Duration: 13 minutes 24 seconds

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Midterm Grades for the Federal Reserve

Published: Oct. 17, 2022, 11 a.m.
Duration: 12 minutes 55 seconds

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Preparing for an Economic Storm

Published: Oct. 10, 2022, 11 a.m.
Duration: 15 minutes 32 seconds

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Life Lessons From Willie Nelson

Published: Oct. 3, 2022, 11 a.m.
Duration: 16 minutes 44 seconds

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It's Tax Harvesting Season!

Published: Sept. 26, 2022, 11 a.m.
Duration: 13 minutes 24 seconds

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Why Inflation is Off Track

Published: Sept. 19, 2022, 11 a.m.
Duration: 12 minutes 44 seconds

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Risks in Early Retirement

Published: Sept. 12, 2022, 11 a.m.
Duration: 10 minutes 28 seconds

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Fall Financial Checklist

Published: Sept. 5, 2022, 11 a.m.
Duration: 18 minutes 37 seconds

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Have we Seen the End of Record High Inflation?

Published: Aug. 22, 2022, 11 a.m.
Duration: 21 minutes 59 seconds

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What's Your Misery Index?

Published: Aug. 15, 2022, 11 a.m.
Duration: 9 minutes 54 seconds

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How a Recession Defines YOU

Published: Aug. 8, 2022, 11 a.m.
Duration: 15 minutes 28 seconds

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Importance of Being Uncomfortable

Published: Aug. 1, 2022, 11 a.m.
Duration: 25 minutes 16 seconds

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I-Bonds Are Great... If You're Patient

Published: July 25, 2022, 11 a.m.
Duration: 18 minutes 6 seconds

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The "Medicine" for 9% Inflation

Published: July 18, 2022, 11 a.m.
Duration: 14 minutes 36 seconds

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What is an "Inoculated" Recession?

Published: July 11, 2022, 11 a.m.
Duration: 14 minutes 21 seconds

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3 Questions You Should Be Asking Your Financial Advisor

Published: July 4, 2022, 11 a.m.
Duration: 11 minutes 57 seconds

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Power of Time

Published: June 27, 2022, 11 a.m.
Duration: 9 minutes 11 seconds

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Former Vice President Mike Pence

Published: June 20, 2022, 11 a.m.
Duration: 17 minutes 51 seconds

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Pros and Cons of an Annuity in a Down Market

Published: June 13, 2022, 11 a.m.
Duration: 20 minutes 26 seconds

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Preparing for a Looming Recession

Published: June 6, 2022, 11 a.m.
Duration: 12 minutes 59 seconds

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The Stock Market is Having a Temper Tantrum

Published: May 30, 2022, 11 a.m.
Duration: 15 minutes 39 seconds

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Will Things Get Worse Before Getting Better?

Published: May 23, 2022, 11 a.m.
Duration: 22 minutes

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Is the 60/40 Model Dead?

Published: May 16, 2022, 11 a.m.
Duration: 20 minutes 22 seconds

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Are We Due For a Recession?

Published: May 9, 2022, 11 a.m.
Duration: 13 minutes 16 seconds

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Do You Need a "Forever" Home?

Published: May 2, 2022, 11 a.m.
Duration: 13 minutes 12 seconds

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Major Benefits of a ROTH IRA

Published: April 27, 2022, 11 a.m.
Duration: 10 minutes 19 seconds

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Life Lessons from Elon Musk

Published: April 25, 2022, 11 a.m.
Duration: 10 minutes 25 seconds

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Is An Annuity the Best Option?

Published: April 18, 2022, 11 a.m.
Duration: 9 minutes 9 seconds

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Two Biggest Components of Our Wealth

Published: April 13, 2022, 11 a.m.
Duration: 9 minutes 15 seconds

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The Fed's Flip Flop

Published: April 11, 2022, 11 a.m.
Duration: 11 minutes 52 seconds

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Pretty Trees with an Awful Estate Plan

Published: April 6, 2022, 11 a.m.
Duration: 12 minutes 22 seconds

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Time to Adjust Summer Plans?

Published: April 4, 2022, 11 a.m.
Duration: 8 minutes 34 seconds

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What a 1958 TV Set Can Teach Us About Finances

Published: March 30, 2022, 11 a.m.
Duration: 12 minutes 10 seconds

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Time to Prepare for a Recession?

Published: March 28, 2022, 11 a.m.
Duration: 12 minutes 44 seconds

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Is an Annuity a Option to Hedge Inflation?

Published: March 23, 2022, 11 a.m.
Duration: 15 minutes 10 seconds

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Is There a Silver Lining to Higher Interest Rates?

Published: March 21, 2022, 11 a.m.
Duration: 11 minutes 30 seconds

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Getting More From Your Retirement Plan

Published: March 15, 2022, 1:48 p.m.
Duration: 8 minutes 26 seconds

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Questions We Are Afraid to Ask Our Advisors

Published: March 15, 2022, 1:48 p.m.
Duration: 7 minutes 53 seconds

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Finding Weakness and Exposure in Your Plan

Published: March 14, 2022, 8 p.m.
Duration: 12 minutes 23 seconds

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Should you defer taxes?

Published: March 22, 2021, 8 a.m.
Duration: 15 minutes 5 seconds

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What should you do with your 401(k)?

Published: March 8, 2021, 9 a.m.
Duration: 17 minutes 33 seconds

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Eliminate emotion from financial decisions

Published: March 1, 2021, 9 a.m.
Duration: 13 minutes 24 seconds

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Taxes and Stimulus Checks

Published: Feb. 22, 2021, 9 a.m.
Duration: 17 minutes 57 seconds

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Avoiding Tax Land Mines

Published: Feb. 15, 2021, 9 a.m.
Duration: 18 minutes 12 seconds

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Find Peace of Mind in Retirement

Published: Feb. 1, 2021, 9 a.m.
Duration: 19 minutes 3 seconds

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The Top 3 Mistakes People Make When Saving for Retirement

Published: Jan. 18, 2021, 9 a.m.
Duration: 21 minutes 1 second

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How Couples Can Build a Plan for Retirement

Published: Jan. 11, 2021, 9 a.m.
Duration: 15 minutes 36 seconds

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Financial Resolutions

Published: Jan. 4, 2021, 5 p.m.
Duration: 19 minutes 40 seconds

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Can you retire?

Published: Dec. 21, 2020, 9 a.m.
Duration: 19 minutes 46 seconds

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Protect Your Lifetime Income

Published: Dec. 14, 2020, 9 a.m.
Duration: 20 minutes 39 seconds

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Another Record High Number of 401(k) Millionaires

Published: Dec. 7, 2020, 9 a.m.
Duration: 18 minutes 32 seconds

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Retiring in 2021

Published: Nov. 23, 2020, 1 p.m.
Duration: 23 minutes 25 seconds

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2020 Year End Plan

Published: Nov. 16, 2020, 1 p.m.
Duration: 16 minutes 1 second

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Year End Planning - Is a Roth Conversion right for you?

Published: Nov. 9, 2020, 8 a.m.
Duration: 16 minutes 21 seconds

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Can the market predict who will win the election?

Published: Oct. 5, 2020, noon
Duration: 23 minutes 49 seconds

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Market Volatility Returns

Published: Sept. 28, 2020, noon
Duration: 16 minutes 3 seconds

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How to Deal with Furloughs and Layoffs

Published: Sept. 21, 2020, noon
Duration: 17 minutes 4 seconds

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Stress Free Retirement

Published: Sept. 14, 2020, 1 p.m.
Duration: 14 minutes 34 seconds

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Honoring the American Worker

Published: Sept. 7, 2020, noon
Duration: 16 minutes

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California taxes outside of California?

Published: Aug. 31, 2020, 1 p.m.
Duration: 15 minutes 55 seconds

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An Economic Dichotomy

Published: Aug. 24, 2020, 7 a.m.
Duration: 14 minutes 42 seconds

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Income Quote Review

Published: Aug. 10, 2020, 7 a.m.
Duration: 9 minutes 53 seconds

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Income Quote

Published: Aug. 3, 2020, 7 a.m.
Duration: 15 minutes 32 seconds

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Making sure you don't outlive your money

Published: July 13, 2020, 7 a.m.
Duration: 9 minutes 51 seconds

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Retirement Mistakes to Avoid

Published: July 6, 2020, 7 a.m.
Duration: 9 minutes 14 seconds

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A Market Volatility History Lesson

Published: June 29, 2020, 7 a.m.
Duration: 9 minutes 26 seconds

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Pension Buyouts - What are your options?

Published: June 22, 2020, 7 a.m.
Duration: 10 minutes 48 seconds

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Market uncertainty and Healthcare Costs

Published: June 8, 2020, 7 a.m.
Duration: 11 minutes 22 seconds

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Making Retirement Planning Simple

Published: June 1, 2020, 7 a.m.
Duration: 16 minutes 2 seconds

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The End of Tax Cuts

Published: May 18, 2020, 7 a.m.
Duration: 15 minutes 27 seconds

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Consolidation and Tax Planning

Published: May 11, 2020, 7 a.m.
Duration: 16 minutes 52 seconds

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Two Big Jobs

Published: April 27, 2020, 7 a.m.
Duration: 17 minutes 20 seconds

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Getting back to work on your retirement plan

Published: April 20, 2020, 7 a.m.
Duration: 16 minutes

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How long will a recovery take?

Published: April 13, 2020, 7 a.m.
Duration: 16 minutes 31 seconds

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Why you need a One Page Retirement Income Plan

Published: April 6, 2020, 7 a.m.
Duration: 16 minutes 19 seconds

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Continuing to work through the Coronavirus crisis

Published: March 30, 2020, 7 a.m.
Duration: 14 minutes 30 seconds

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A Silver Lining

Published: March 20, 2020, 8:43 p.m.
Duration: 22 minutes 49 seconds

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The End of the 11-Year Bull Market

Published: March 16, 2020, 7 a.m.
Duration: 14 minutes 6 seconds

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Coronavirus Impact on Stock Market and Bonds

Published: March 9, 2020, 7 a.m.
Duration: 8 minutes 48 seconds

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Rules of Thumb and a Retirement Income Plan

Published: March 2, 2020, 8 a.m.
Duration: 10 minutes 31 seconds

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Tim Tebow

Published: Feb. 15, 2020, 8 a.m.
Duration: 11 minutes 35 seconds

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Protection, Income and Taxes

Published: Feb. 10, 2020, 8 a.m.
Duration: 19 minutes 19 seconds

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HELOC - A good option for retirees?

Published: Jan. 27, 2020, 8 a.m.
Duration: 6 minutes 26 seconds

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401k Millionaires and 2020 Outlook

Published: Jan. 13, 2020, 8 a.m.
Duration: 9 minutes 20 seconds

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The SECURE Act

Published: Dec. 23, 2019, 8 a.m.
Duration: 13 minutes 44 seconds

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The Power of Roth

Published: Dec. 9, 2019, 8 a.m.
Duration: 10 minutes 22 seconds

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401(k) Mistakes

Published: Nov. 18, 2019, 8 a.m.
Duration: 7 minutes 57 seconds

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Orphan 401ks and Rollovers

Published: Nov. 11, 2019, 8 a.m.
Duration: 8 minutes 51 seconds

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Countdown to Retirement - 1 year

Published: April 22, 2019, 7 a.m.
Duration: 8 minutes 32 seconds

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Countdown to Retirement - 5 years

Published: April 15, 2019, 7 a.m.
Duration: 9 minutes 37 seconds

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Countdown to Retirement - 10 years

Published: April 8, 2019, 7 a.m.
Duration: 10 minutes 5 seconds

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Jocko Willink

Published: April 1, 2019, 7 a.m.
Duration: 7 minutes 24 seconds

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Patrick Kelly

Published: March 25, 2019, 7 a.m.
Duration: 19 minutes 19 seconds

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Tucker Carlson

Published: March 11, 2019, 7 a.m.
Duration: 6 minutes 22 seconds

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