On this week’s episode:

  • Is your retirement plan built for the long haul—or cluttered with outdated strategies and hidden risks? This episode of The Heart of Your Money with Joe Yocovitch tackles the essentials for lasting financial wellness. [the-heart-…2625-60min]
  • Learn why paying your future self first, paring down portfolio clutter, and avoiding the trap of past performance are key.
  • Discover how to protect against rising healthcare costs, manage taxes, and plan for legacy.
  • Find out why consolidating accounts, regular reviews, and a comprehensive toolkit can help you avoid costly mistakes and retire with confidence.

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