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In this episode of Retirement for Living, JoePat Roop discusses the importance of personalized retirement planning. He emphasizes that retirement needs vary greatly among individuals and families, and that financial plans should be tailored to reflect personal goals and circumstances. JoePat introduces the concept of 'memory money,' which allows retirees to enjoy experiences without financial guilt.
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 importance of personalized retirement planning. He emphasizes that retirement needs vary greatly among individuals and families, and that financial plans should be tailored to reflect personal goals and circumstances. JoePat introduces the concept of 'memory money,' which allows retirees to enjoy experiences without financial guilt.
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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