On this week’s episode:

  • Discover how the “big, beautiful bill” impacts your future income and tax strategy.
  • What happens when retirement arrives—but your plan doesn’t?
  • Learn why market volatility, taxes, and RMDs can derail your retirement if ignored.
  • Plus, how to avoid blind spots and build a playbook that adapts to life’s changes.

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

Follow us on social media: Facebook | LinkedIn

See omnystudio.com/listener for privacy information.