The Heart Of Your Money: Inspiration For Financial Wellness

Are You About to Fumble Your Retirement at the Goal Line?


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Are you at risk of fumbling your retirement just before the end zone? This episode of The Heart of Your Money with Joe Yocavitch explores how unforced errors—like missing key deadlines, ignoring tax strategies, or failing to plan for longevity—can derail your financial future. Learn why the five years before and after retirement are critical, how to avoid costly mistakes, and why a second opinion on your plan could make all the difference. Discover the importance of income strategies, tax planning, and adapting to today’s changing retirement landscape.

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The Heart Of Your Money: Inspiration For Financial WellnessBy Joe Yocavitch