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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 Your Retirement Journey

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Manage episode 466106889 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 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!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 466106889 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 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!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

181 episodes

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