Juan Soto recently signed one of the largest contracts in sports history. But his tax bill will be how much?? Joe Yocavitch and co-host Kevin McAlpin walk us through what this major league tax bill can teach us about our own taxes, especially when it comes to retirement.

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Joe Yocavitch and Kevin McAlpin discuss the complexities of retirement and estate planning. They explore the emotional challenges of transitioning into retirement, emphasizing the importance of finding purpose and fulfillment beyond work. Joe also shares some good strategies for keeping busy in retirement. The conversation then shifts to estate planning, highlighting the necessity of open communication about financial wishes and the importance of regularly updating legal documents to reflect changing family dynamics and assets.

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In this episode of 'The Heart of Your Money', Joe Yocavitch discusses essential year-end financial strategies, including tax loss harvesting and maximizing retirement contributions. The conversation shifts to the financial lessons learned from Al Pacino's experience of losing $50 million to a Ponzi scheme, emphasizing the importance of vetting financial professionals and understanding financial products. Joe advocates for financial literacy and proactive planning to avoid similar pitfalls.

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Joe and Michael Yocavitch discuss the intersection of football and financial strategies, emphasizing the importance of understanding the game of finance as one would understand the game of football. They explore how the evolution of the game parallels changes in financial planning, particularly regarding taxes and retirement. The conversation highlights the significance of proactive tax planning and the need for clients to take control of their financial destinies, ensuring they are not at the mercy of the IRS or default government plans.

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Joe Yocavitch discusses the keys to longevity and happiness, drawing inspiration from Dr. Howard Tucker, the world's oldest neurologist. He emphasizes the importance of maintaining an active lifestyle, surrounding oneself with positive influences, and staying relevant even in retirement. Joe also highlights the significance of personalized financial planning to ensure a fulfilling life beyond the traditional retirement age.

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Joe Yocavitch and Kevin McAlpin discuss the holiday season's impact on financial planning, particularly in retirement. They explore the common dilemma faced by couples regarding spending versus saving in retirement, emphasizing the importance of a well-structured financial plan. Joe shares insights on how to enjoy retirement savings while ensuring long-term financial health, including the role of life insurance and the need for a comprehensive income distribution strategy. The conversation also touches on the hidden costs of financial fees and the importance of regular portfolio reviews.

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Joe Yocavitch and Kevin McAlpin discuss the importance of financial planning, drawing parallels between lessons learned from professional wrestling and managing personal finances. He emphasizes the need for proactive planning in areas such as income, investments, taxes, health care, and estate planning. The conversation also highlights the balance between enjoying retirement and ensuring financial stability, as well as the significance of maintaining ongoing communication with clients to adapt to their changing needs.

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Joe Yocavitch discusses the importance of financial planning, estate planning, and safeguarding one's legacy. He shares personal experiences that highlight the need for proper pension choices and the significance of having updated wills. The conversation emphasizes the necessity of understanding financial options and the impact of taxes on wealth management.

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