The One More Year Trap: What’s It Really Costing You?

Update: 2025-08-26

Description

Is “just one more year” costing you your best retirement moments? In this episode of Retirement For Living, JoePat Roop explores the emotional and financial traps that delay retirement, the limitations of the 4% rule, and the risks of overexposure to tech stocks. He shares real-life stories and explains why flexible, personalized planning—especially around taxes and income—is key to making retirement work for your lifestyle. If you’ve saved enough but still hesitate, this episode is your call to clarity.

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

See omnystudio.com/listener for privacy information.

Comments

In Channel

The Tax Trap: Why Your Big Payday Isn’t What You Think

2025-10-0722:34

Social Security Secrets: Are You Leaving Money on the Table?

2025-09-3009:11

Roth Conversions: Pay Now, Save Big Later?

2025-09-2311:23

September Volatility: Will Your Savings Survive the Storm?

2025-09-1621:59