Podcast (Latest)2026-05-18T10:25:55+00:00

The Heart Of Your Money

Cash on the Sidelines & Should Your Advisor be on the Hot Seat? | Pitfalls of Variable Annuities and Others & Retirement Isn’t Set it and Forget it

On this week's episode: Are you letting cash sit on the sidelines while inflation erodes its value? This episode tackles why “lazy money” and outdated [...]

By |October 11th, 2025|Categories: Latest Podcast|Comments Off on Cash on the Sidelines & Should Your Advisor be on the Hot Seat? | Pitfalls of Variable Annuities and Others & Retirement Isn’t Set it and Forget it

Retirement doesn’t take a miracle & Written plans are key | Paycheck vs. Playcheck and the “Junk Drawer” method

On this week's episode: Think retirement takes a miracle? This episode shows how a clear plan can replace anxiety with confidence. Joe Yocavitch discusses why [...]

By |October 4th, 2025|Categories: Latest Podcast|Comments Off on Retirement doesn’t take a miracle & Written plans are key | Paycheck vs. Playcheck and the “Junk Drawer” method

Taxes, Cuts, and Control: The New Retirement Reality

What would you do if Social Security benefits were suddenly slashed? This episode tackles the looming threat of benefit cuts, the urgency of proactive retirement [...]

By |September 30th, 2025|Categories: Latest Podcast|Comments Off on Taxes, Cuts, and Control: The New Retirement Reality

The Financial “Red Zone” & Rising Costs and Tax Traps | Your Own Personal Pension & Smart Moves are Key

On this week's episode: Are you ready for the financial “red zone” of retirement, or is your plan leaving you exposed? Joe Yocavitch breaks down [...]

By |September 27th, 2025|Categories: Latest Podcast|Comments Off on The Financial “Red Zone” & Rising Costs and Tax Traps | Your Own Personal Pension & Smart Moves are Key
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