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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://podcastplayer.com/legal.
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Melt-Up Mirage: Are You Ready for the Next Curveball?

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Manage episode 514852322 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://podcastplayer.com/legal.

Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, avoid costly mistakes, and make your money work for you—no matter what comes next.

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.

  continue reading

188 episodes

Artwork
iconShare
 
Manage episode 514852322 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://podcastplayer.com/legal.

Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, avoid costly mistakes, and make your money work for you—no matter what comes next.

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.

  continue reading

188 episodes

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