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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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Navigating Retirement: Trust and Financial Security

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Manage episode 473272292 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.

This week, JoePat Roop discusses the importance of trust in financial planning, especially in light of current economic uncertainties. He emphasizes the need for a solid retirement roadmap that accounts for potential job loss and market fluctuations. The conversation highlights strategies for building a secure income stream in retirement and the significance of having a trustworthy plan that adapts to changing circumstances.

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

179 episodes

Artwork
iconShare
 
Manage episode 473272292 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.

This week, JoePat Roop discusses the importance of trust in financial planning, especially in light of current economic uncertainties. He emphasizes the need for a solid retirement roadmap that accounts for potential job loss and market fluctuations. The conversation highlights strategies for building a secure income stream in retirement and the significance of having a trustworthy plan that adapts to changing circumstances.

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

179 episodes

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