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.

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On this week's episode:

• What if the secret to a fulfilling retirement isn’t just saving, but staying active, flexible, and prepared for life’s surprises?
• Explore why working longer can boost your financial and mental health—and how to balance income, spending, and legacy goals.
• Learn the importance of a customized master plan that adapts to market swings, inflation, and changing personal needs.
• Discover strategies for Social Security, annuities, and tax-efficient withdrawals, plus why ongoing reviews matter.
• Hear real stories about transitioning from work to retirement, and how to avoid common mistakes that can derail your future.

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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.

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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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What if the secret to a fulfilling retirement isn’t quitting, but redefining what work means to you? This episode explores why working longer can boost both your financial security and your well-being, and how part-time jobs or new pursuits can keep you sharp. Joe Yocavitch shares real stories and expert insights on balancing health, happiness, and income, while navigating tough decisions like RMDs and pension planning. Discover how to create a retirement that fits your life, not just your bank account.

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On this week's episode:

• Are you letting headlines steer your financial future? Discover why that’s a risky move.
• Learn how a disciplined, math-driven strategy can help you avoid emotional investing.
• Explore the “master plan” approach to retirement: income, growth, and tax strategies for lasting security.
• Find out why RMDs, Social Security timing, and annuities matter more than you think.
• Hear real stories about working longer, staying active, and making retirement fit your life.
• Get practical tips for building a flexible, resilient retirement plan—no promises, just insight.

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Is your retirement plan designed to deliver both security and those “lobster moments” you’ve dreamed about? This episode of The Heart of Your Money with Joe Yocavitch explores how income streams, principal protection, and annuities can help you enjoy life while safeguarding your future. Learn why a master plan matters, how to avoid costly market setbacks, and why getting both spouses on the same page is crucial for legacy and peace of mind. Discover strategies for protecting assets, minimizing taxes, and ensuring you’re never a burden to your family.

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On this week's episode:

• Are you planning for retirement with just a pile of investments—or a strategy that delivers income and peace of mind? This episode of The Heart of Your Money with Joe Yocavitch reveals how to create multiple income streams, protect your assets, and avoid costly market setbacks.
• Learn why a master plan matters for long-term care, legacy, and minimizing taxes.
• Discover how annuities, principal protection, and annual reviews can help you enjoy life’s “lobster moments” without risking your future.
• Find out why getting both spouses on the same page is crucial for lasting retirement confidence.

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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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On this week's episode:

• Are you at risk of fumbling your retirement just before the end zone? This episode of The Heart of Your Money with Joe Yocavitch reveals how unforced errors—like missing key deadlines, ignoring tax strategies, or failing to plan for longevity—can derail your financial future. [the-heart-...0225-60min]
• Learn why the five years before and after retirement are critical for avoiding costly mistakes.
• Discover the importance of income planning, tax efficiency, and adapting to market volatility.
• Find out how to build a stress-free retirement plan that protects your lifestyle and legacy, with guidance for both spouses.

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

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See omnystudio.com/listener for privacy information.