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Are you prepared to live—and prepared to die? JoePat Roop explores both sides of retirement planning, from creating “buckets” for spending and emergencies to securing your legacy and minimizing future tax burdens. He dives into IRMAA, RMDs, estate pitfalls, and the importance of intentional planning that protects your family long after you're gone. A powerful blend of practical strategy and real‑life perspective.
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
Are you prepared to live—and prepared to die? JoePat Roop explores both sides of retirement planning, from creating “buckets” for spending and emergencies to securing your legacy and minimizing future tax burdens. He dives into IRMAA, RMDs, estate pitfalls, and the importance of intentional planning that protects your family long after you're gone. A powerful blend of practical strategy and real‑life perspective.
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.