• Don't Let Misinformation Turn Into Bad Financial Advice

  • 2024/11/12
  • 再生時間： 11 分
  • ポッドキャスト

Don't Let Misinformation Turn Into Bad Financial Advice

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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.

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

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

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.

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

See omnystudio.com/listener for privacy information.
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