• Make Some Plays with Your Financial Planner

  • 2024/08/27
  • 再生時間： 12 分
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Make Some Plays with Your Financial Planner

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  • Joe Yocavitch and Jerry Payne discuss the WNBA rookie Caitlin Clark and her skills as a playmaker. They also talk about the role of a financial advisor in assisting clients with building a comfortable retirement. The conversation then shifts to the national debt and its impact on long-term investments. Joe shares an example of how proper planning can help clients navigate unexpected events in retirement. They also discuss the importance of generating income while minimizing risk and the need for multiple streams of income in retirement. Joe emphasizes the importance of being informed about market trends and political changes.

    Ready to connect with Joe? Click here to get started.

    See omnystudio.com/listener for privacy information.
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Joe Yocavitch and Jerry Payne discuss the WNBA rookie Caitlin Clark and her skills as a playmaker. They also talk about the role of a financial advisor in assisting clients with building a comfortable retirement. The conversation then shifts to the national debt and its impact on long-term investments. Joe shares an example of how proper planning can help clients navigate unexpected events in retirement. They also discuss the importance of generating income while minimizing risk and the need for multiple streams of income in retirement. Joe emphasizes the importance of being informed about market trends and political changes.

Ready to connect with Joe? Click here to get started.

See omnystudio.com/listener for privacy information.
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