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Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, avoid costly mistakes, and make your money work for you—no matter what comes next.
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.
By JoePat Roop3.8
1010 ratings
Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, avoid costly mistakes, and make your money work for you—no matter what comes next.
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.

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