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August 9, 2025 50 mins

On this week's episode:

  • Can your retirement plan handle a market pullback?
  • Joe Yocavitch explains why volatility, inflation, and taxes demand a flexible income strategy.
  • Learn how to evaluate pension options—monthly payments vs. lump sum—and avoid common pitfalls.
  • Discover how hidden fees and private equity offerings in 401(k)s could impact your future.
  • Explore why second opinions matter and how to simplify complex financial decisions.
  • Plus, how Joe’s family-run firm treats your retirement like their own.

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