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Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Rethinking Retirement: Is 65 Still the Magic Age?

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Manage episode 478461608 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

166 episodes

Artwork
iconShare
 
Manage episode 478461608 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

166 episodes

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