The Heart Of Your Money: Inspiration For Financial Wellness
The Heart Of Your Money: Inspiration For Financial Wellness
Welcome to "The Heart of Your Money," your trusted podcast for financial and retirement planning guidance. Join Joe Yocavitch and his son Michael Yocavitch from JML Financial as they delve into essential topics to help you achieve solid financial health and successful retirement planning. For over three decades, the JML Financial team has been empowering families in Cherry Hill and the surroundin…
You're Not Too Young to Think About Retirement
Joe Yocavitch discusses the challenges of retirement planning, emphasizing the importance of understanding personal finances and the need for professional guidance. He highlights the alarming statistics from Goldman Sachs regarding retirement delays and the necessity of financial literacy. Joe advo…
16:26
Don't Let Misinformation Turn Into Bad Financial Advice
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…
10:39
Navigating Market Reactions Post-Election
Joe Yocavitch discusses the implications of the recent election on the stock market, emphasizing historical trends that suggest stability regardless of political outcomes. He highlights the importance of understanding economic indicators such as debt and inflation, and stresses the need for strateg…
11:26
Retirement Lessons from a Professional Wrestler
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 plan…
10:55
Candy Corn and the 401(k)
Joe Yocavitch from JML Financial Group with new host, Kevin McAlpin, discuss various aspects of financial planning, particularly focusing on retirement strategies such as Roth IRAs and 401ks and how it relates to Halloween and candy corn. The discussion also touches on personal anecdotes, community…
13:31
Best Of: The Reality of Taxes in Retirement
In this episode, Joe Yocavitch and his son Michael Yocavitch discuss the common myths about retired life and the reality of taxes in retirement. They highlight the misconception that taxes will be lower in retirement and explain how the current economic situation and federal debt make it unlikely. …
13:41
Best Of: Make Some Plays with Your Financial Planner
Joe Yocavitch and Jerry Payne discuss the WNBA rookie Caitlin Clark and her skills as a playmaker. They also talk about the role of a financial advisor in assisting clients with building a comfortable retirement. The conversation then shifts to the national debt and its impact on long-term investme…
12:03
Mastering the Gameplan for Your Financial Future
Joe and Michael Yocavitch discuss the intersection of football and financial strategies, emphasizing the importance of understanding the game of finance as one would understand the game of football. They explore how the evolution of the game parallels changes in financial planning, particularly reg…
14:54
From Pensions to 401(k)s: A Retirement Revolution
In this episode of 'The Heart of Your Money', Joe Yocavitch discusses the challenges retirees face, particularly the need to return to work due to insufficient retirement savings. He highlights the shift from traditional pensions to 401(k) plans, which often do not provide guaranteed income. Joe em…
10:31
The Importance of Wealth Location
In this conversation, Joe discusses the importance of early financial planning and reviews for the end of the year. He emphasizes the benefits of planning early, such as reducing stress and taking advantage of tax and social security strategies. Joe also shares a personal anecdote about his parents…
14:06