Retire(Meant) For Living Podcast

Hidden Fees, Tax Traps, and the Truth About Retirement Planning


Listen Later

Is being rich just about money—or is true wealth something deeper? This episode with JoePat Roop unpacks the myths behind financial success, explores how hidden fees and taxes can erode your savings, and reveals why a personalized plan matters more than chasing market trends. Discover practical strategies for protecting your life savings, building tax-efficient income, and finding confidence in your retirement journey.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Retire(Meant) For Living PodcastBy JoePat Roop

  • 3.8
  • 3.8
  • 3.8
  • 3.8
  • 3.8

3.8

10 ratings