Are hidden “financial cavities” lurking in your retirement plan? This episode of The Heart of Your Money with Joe Yocavitch explores why regular financial checkups are as crucial as dental visits. Learn how market volatility, principal protection, and guaranteed income strategies can help defend your future. Discover the power of asking tough questions, leveraging technology for ongoing reviews, and building a plan that adapts to life’s changes. Find out why personalized advice and proactive conversations matter more than one-size-fits-all solutions.

Ready to connect with Joe? Click here to get started.

Follow us on social media: Facebook | LinkedIn

See omnystudio.com/listener for privacy information.