))
Taking the Emotions Out of Retirement Planning
Manage episode 425580449 series 3561339
内容由Impact Partnership and JoePat Roop提供。所有播客内容（包括剧集、图形和播客描述）均由 Impact Partnership and JoePat Roop 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This week, JoePat Roop focuses on the importance of building secure, sustainable, and stable income for retirement. He emphasizes the need for secure income that is not affected by market disruptions or geopolitical events. The conversation also highlights the impact of inflation and taxes on retirement income and the importance of incorporating inflation protection and tax avoidance strategies. JoePat mentions the one-page retirement income plan that helps assess current financial status and plan for a secure retirement. The conversation also touches on the emotional aspect of retirement planning and the need to take the emotions out of it. Lastly, the JoePat emphasizes the importance of having a tax strategy and mentions tax loss harvesting as a way to minimize taxes.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com
See omnystudio.com/listener for privacy information.
122集单集
分享
