The Heart Of Your Money: Inspiration For Financial Wellness

Flexibility is key & The Master Plan goes beyond investments | Avoiding RMD mistakes & The power of customized strategies


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On this week's episode:

  • What if the real key to retirement isn’t just saving, but building a flexible plan that adapts to every twist—taxes, market swings, and even healthcare surprises?
  • Discover why “the master plan” goes beyond investments, covering income, tax strategies, and long-term care.
  • Learn how to avoid common RMD mistakes and why relying on minimum withdrawals could leave money on the table.
  • Explore the power of annuities, Roth conversions, and customized strategies for lasting income.
  • Find out how to make your money work for you, not the other way around, and why ongoing reviews matter.

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