On this week’s episode:
- Feeling like your retirement plan is stuck in the past?
- Joe Yacovitch breaks down why outdated strategies, emotional investing, and tax blind spots could derail your future.
- Learn how to manage risk, rethink Roth conversions, and avoid the “sequence of return” trap.
- Discover why it’s not the product—it’s the plan, and how a personalized “swing” matters more than the financial “club.”
- Plus, hear how a portfolio X-ray can uncover hidden fees and missed opportunities.
Ready to connect with Joe? Click here to get started.
Follow us on social media: Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
