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In this episode of Retirement For Living, JoePat Roop discusses the evolving landscape of retirement planning, emphasizing the importance of flexibility in retirement age and the need for a comprehensive financial strategy. He highlights the unpredictability of life events that can impact retirement plans and stresses the significance of regular reviews of financial assets, particularly 401(k) accounts. The conversation also covers the necessity of understanding tax implications and having a clear income strategy to ensure financial security in retirement.
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 the evolving landscape of retirement planning, emphasizing the importance of flexibility in retirement age and the need for a comprehensive financial strategy. He highlights the unpredictability of life events that can impact retirement plans and stresses the significance of regular reviews of financial assets, particularly 401(k) accounts. The conversation also covers the necessity of understanding tax implications and having a clear income strategy to ensure financial security in retirement.
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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