Is your retirement plan designed to deliver both security and those “lobster moments” you’ve dreamed about? This episode of The Heart of Your Money with Joe Yocavitch explores how income streams, principal protection, and annuities can help you enjoy life while safeguarding your future. Learn why a master plan matters, how to avoid costly market setbacks, and why getting both spouses on the same page is crucial for legacy and peace of mind. Discover strategies for protecting assets, minimizing taxes, and ensuring you’re never a burden to your family.
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