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This week, JoePat Roop discusses the importance of personalized financial planning for retirement. He emphasizes the need for a tailored approach that focuses on individual goals and addresses common concerns such as taxes and financial security. The conversation highlights the mission of Belmont Capital Advisors to help clients live without worry and adapt their plans as life changes occur.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

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191 episodes