It’s Not the Club—It’s the Swing: Rethinking Retirement Strategy

What does a golf swing have to do with your retirement strategy? In this episode, Joe Yocavitch and his son Michael draw a powerful parallel between mastering your financial future and perfecting your swing—emphasizing that it’s not just about the tools, but how you use them. From managing risk and…

Don't Get Stuck in the past & It's not the club, it's the swing | Outdated Strategies & Blind Spots, Manage Risk and Rethink Roth

On this week's episode: Feeling like your retirement plan is stuck in the past? Joe Yacovitch breaks down why outdated strategies, emotional investing, and tax blind spots could derail your future. Learn how to manage risk, rethink Roth conversions, and avoid the “sequence of return” trap. Discover…

Best Of: Healthcare and avoiding blind spots

One of the most overlooked and underthought of aspects of retirement is healthcare when you're retired. Joe Yocavitch knows this and has you covered with strategies and things to think about when it comes to your healthcare. Plus, it might make sense to be a DIYer when it comes to fixing something…

The Penny Problem: What Else in Your Plan Doesn’t Make Sense?

What if your retirement plan is stuck in the past—and costing you more than you realize? In this episode, Joe Yocavitch of JML Financial Group uncovers outdated financial strategies that could be dragging down your retirement. From forgotten 401(k)s and old insurance policies to missed tax-saving o…

Leaking Money & Outdated Strategies and Tax Inefficiencies | Consolidate Accounts & Spending your nest egg

On this week's episode: What if your retirement plan is quietly leaking money—and you don’t even know it? Joe Yocavitch of JML Financial Group breaks down how outdated strategies, forgotten 401(k)s, and tax inefficiencies can erode your future. Learn how to consolidate accounts, build your own pens…

The pension is gone... now what?

What if you could build your own pension in a world where traditional ones are disappearing? In this episode, Joe Yocavitch of JML Financial Group explains how to create guaranteed income streams using modern tools like Roth conversions, life insurance with long-term care benefits, and tax-efficien…

Hurricane and retirement season & Pensions, Old 401(k)s and Taxes | Structured income & Proactive Planning

On this week's episode: What do hurricanes and retirement have in common? Both can hit hard if you’re not prepared. Joe Yocavitch of JML Financial Group shares how to weatherproof your finances. Learn how to avoid overpaying taxes, manage old 401(k)s, and build your own pension. Hear real stories o…

Retirement Isn’t the End Zone—It’s the Kickoff

What happens when retirement isn’t just a financial shift—but a lifestyle transformation? In this episode, Joe Yocavitch of JML Financial Group explores how retirement planning goes beyond numbers, diving into purpose, connection, and coaching. From navigating the emotional transition away from dec…

Blind spots & Tax traps and Medicare surprises | Owner's Box View & Real stories from Joe Yoc

On this week's episode: What if your retirement plan had a blind spot you didn’t see coming? Joe Yocavitch of JML Financial Group dives into the risks, strategies, and emotional shifts that come with retirement. Topics include Roth conversions, tax traps, annuity risks, and how to avoid costly Medi…

Saving to spending: a mindset change

As folks retire, they have to shift their mindset from saving to actually spending their hard earned money. It can be quite the change in their lifestyles and is easier said than done. But Joe Yocavitch knows what it takes to put together a successful retirement plan, including switching over from …