This week on Retirement for Living, JoePat Roop discusses the importance of retirement planning, drawing parallels with the excitement of March Madness. He emphasizes the need for a structured retirement income plan, especially in light of market corrections and the various risks retirees face, including taxes and inflation. The conversation highlights the unique one-page retirement income plan offered by Belmont Capital Advisors, which aims to simplify financial planning and build trust between clients and advisors. JoePat also addresses the significance of understanding Social Security and preparing for future financial uncertainties.

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

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