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Individualized Retirement Planning Based on Income Goals
Manage episode 429183382 series 3561339
Innhold levert av Impact Partnership and JoePat Roop. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and JoePat Roop eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This week, JoePat Roop discusses the importance of having honest conversations with clients. He emphasizes the use of systems and processes to help clients understand their retirement plans based on real data. The one-page retirement income plan is a comprehensive and holistic approach that considers income, asset allocation, and tax allocation. The goal is to provide clients with the confidence to make choices without worrying about financial needs. The conversation also touches on the misconception of needing a specific amount of money to retire comfortably, highlighting the importance of individualized plans based on income goals and personal circumstances.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com
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