Retirement’s Hidden Costs—And How to Beat Them

Update: 2025-09-02

Description

What do beard taxes, cow taxes, and IRS scams have in common? They’re all ways your money can disappear—unless you plan ahead. In this episode, JoePat Roop shares how retirees can avoid surprise tax bills, protect their Social Security from IRMAA surcharges, and spot the warning signs of financial scams. From legacy planning to real-life client stories, learn how a one-page retirement income plan can help you dodge the boulders on your retirement path.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

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Retirement’s Hidden Costs—And How to Beat Them

#box-pro-ellipsis-176041506983093{-webkit-line-clamp:2;}Retirement’s Hidden Costs—And How to Beat Them

Retirement’s Hidden Costs—And How to Beat Them

JoePat Roop

Retirement’s Hidden Costs—And How to Beat Them