Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Tailoring Your Retirement: The Key to Success

18:43
 
Share
 

Manage episode 464934467 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.

In this episode of Retirement for Living, JoePat Roop discusses the importance of personalized retirement planning. He emphasizes that retirement needs vary greatly among individuals and families, and that financial plans should be tailored to reflect personal goals and circumstances. JoePat introduces the concept of 'memory money,' which allows retirees to enjoy experiences without financial guilt.

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

189 episodes

Artwork
iconShare
 
Manage episode 464934467 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.

In this episode of Retirement for Living, JoePat Roop discusses the importance of personalized retirement planning. He emphasizes that retirement needs vary greatly among individuals and families, and that financial plans should be tailored to reflect personal goals and circumstances. JoePat introduces the concept of 'memory money,' which allows retirees to enjoy experiences without financial guilt.

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

189 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play