In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!
Stay tuned until the end of the episode, where we get to know Frank better by learning about his most prized possession: his 1968 Camaro, which he built from the ground up. Then, he answers a listener question from Mary, who asks whether she should start her Social Security early instead of waiting until age 70, given her portfolio's recent fluctuations.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:40 – “…You might wind up some place else.”
4:45 – “When you come to a fork in the road, take it.”
6:10 – “The future ain’t what it used to be.”
8:04 – “It’s like déjà vu all over again.”
10:13 –"It ain't over till it's over."
13:59 – Getting to know Frank
15:43 – Listener question
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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