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