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Spendophobia: Why Retirees Fear Their Own Money

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Manage episode 521255387 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 $1.5 million really enough for a secure retirement? This episode unpacks the myths behind “magic numbers,” explores the emotional challenge of spendophobia, and reveals why running out of money is a universal fear—no matter your net worth. Special guest Adam Boatsman, CPA, joins JoePat Roop to discuss tax strategies, the Augusta Rule, and how business owners can avoid costly mistakes. Hear candid stories, practical advice, and learn why planning ahead is key to enjoying retirement without guilt or anxiety.

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

194 episodes

Artwork
iconShare
 
Manage episode 521255387 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 $1.5 million really enough for a secure retirement? This episode unpacks the myths behind “magic numbers,” explores the emotional challenge of spendophobia, and reveals why running out of money is a universal fear—no matter your net worth. Special guest Adam Boatsman, CPA, joins JoePat Roop to discuss tax strategies, the Augusta Rule, and how business owners can avoid costly mistakes. Hear candid stories, practical advice, and learn why planning ahead is key to enjoying retirement without guilt or anxiety.

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

194 episodes

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