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In this episode of Retirement for Living, JoePat Roop discusses essential questions to ask financial advisors, the importance of fiduciary responsibility, strategies for building sustainable retirement income, and the value of local knowledge in financial planning. He also evaluates the role of financial gurus in the industry and emphasizes the need for personalized, face-to-face financial advice.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
By JoePat Roop3.8
1010 ratings
In this episode of Retirement for Living, JoePat Roop discusses essential questions to ask financial advisors, the importance of fiduciary responsibility, strategies for building sustainable retirement income, and the value of local knowledge in financial planning. He also evaluates the role of financial gurus in the industry and emphasizes the need for personalized, face-to-face financial advice.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.

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