On this week’s episode:
- What if your retirement plan had a blind spot you didn’t see coming?
- Joe Yocavitch of JML Financial Group dives into the risks, strategies, and emotional shifts that come with retirement.
- Topics include Roth conversions, tax traps, annuity risks, and how to avoid costly Medicare surprises.
- Learn how Joe’s “Owner’s Box View” and coaching mindset help clients build confidence and clarity.
- Real stories, real strategies, and a family-first approach to financial planning.
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