What if the secret to lasting wealth isn’t chasing market highs, but avoiding costly mistakes and building a plan that adapts as life changes? In this episode, Joe Yocavitch shares how investor psychology, diversification, and the “master plan” can help you grow and protect your retirement—without relying on Wall Street’s roller coaster. Discover why rebalancing, tax strategies, and guaranteed income matter, and how to make sure your money works for you, not the other way around.

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

Follow us on social media: Facebook | LinkedIn

See omnystudio.com/listener for privacy information.