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Why do so many people hesitate to call a financial advisor—even when their future is at stake? This episode with JoePat Roop explores the fears behind reaching out, the risks of September market volatility, and the hidden dangers of sequence risk in retirement. Learn why a personalized plan is essential to protect your savings, manage taxes, and safeguard your dignity for the years ahead.
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
Why do so many people hesitate to call a financial advisor—even when their future is at stake? This episode with JoePat Roop explores the fears behind reaching out, the risks of September market volatility, and the hidden dangers of sequence risk in retirement. Learn why a personalized plan is essential to protect your savings, manage taxes, and safeguard your dignity for the years ahead.
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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