Joe Yocavitch talks about his recent high school reunion and the joy of reconnecting with old friends. The conversation then shifts to the topic of 401(k) plans and the need for adjustments in order to maximize wealth accumulation and retirement planning. Joe discusses the importance of diversification, the incorporation of annuities, and the potential impact of taxes on retirement savings. He also highlights the complexity of the 401(k) market and the need for personalized strategies based on individual circumstances.

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