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Individualized Retirement Planning Based on Income Goals
Manage episode 429183382 series 3561339
Innehåll tillhandahållet av Impact Partnership and JoePat Roop. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Impact Partnership and JoePat Roop eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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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