What Can Be Done About Debt
This episode covers essential financial planning topics including savings rates, debt management, long-term care, and investment strategies. Joe Yocavitch shares practical insights on protecting your [...]
Could Elon Musk Be Right About Retirement
In this conversation, Joe Yokavitch discusses the implications of AI on retirement savings, the importance of human connection in financial planning, and strategies for navigating [...]
Income Versus Wealth: Where’s the Focus for Retirement
In this conversation, Joe Yocavitch discusses the critical distinctions between income and wealth as individuals approach retirement. He emphasizes the importance of having a financial [...]
Is a 60/40 Portfolio the Way Forward for Retirement
In this conversation, Joe Yocavitch discusses the evolving landscape of investment strategies, particularly challenging the traditional 60-40 portfolio model. He emphasizes the importance of active [...]
Retirement Mistakes You Don’t Want to Make
In this episode, Joe Yacovitch discusses common mistakes people make when preparing for retirement, emphasizing the importance of understanding tax implications, planning for income, and [...]



