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October 4, 2025 56 mins

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 written, regularly reviewed strategies matter more than luck.
  • Learn the difference between “paycheck” and “playcheck” income—and why both are essential.
  • Explore the benefits and pitfalls of rolling over a 401k into an IRA.
  • Discover why diversification, guaranteed income, and tax planning are crucial for lasting financial health.
  • Avoid common mistakes, DIY pitfalls, and the “junk drawer” approach to investments.

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