Podcast (Latest)2026-06-01T15:33:36+00:00
1810, 2025

Portfolio Cavities & Practical Changes to Make to Your Retirement Plan | Market Volatility and Overexposure & Avoid Costly mistakes with these strategies

By |October 18th, 2025|Categories: Latest Podcast|Comments Off on Portfolio Cavities & Practical Changes to Make to Your Retirement Plan | Market Volatility and Overexposure & Avoid Costly mistakes with these strategies

On this week's episode: Are hidden risks lurking in your retirement plan—just like cavities at the dentist? This episode of The Heart of Your Money [...]

1410, 2025

The Hidden Costs of “Set It and Forget It” Retirement Planning

By |October 14th, 2025|Categories: Latest Podcast|Comments Off on The Hidden Costs of “Set It and Forget It” Retirement Planning

What does it really take to turn your savings into a steady retirement paycheck—and how do you avoid costly mistakes along the way? This episode [...]

1110, 2025

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

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

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 This episode tackles why “lazy money” and outdated [...]

410, 2025

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

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

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 [...]

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