Navigating the Complexities of the 401(k) Market

Joe Yocavitch talks about his recent high school reunion and the joy of reconnecting with old friends. The conversation then shifts to the topic of 401(k) plans and the need for adjustments in order to maximize wealth accumulation and retirement planning. Joe discusses the importance of diversifica…

Managing the Tax Burden of Required Minimum Distributions

In this podcast episode, Joe Yocavitch discusses the importance of tax planning and income planning for retirement. He highlights the impact of required minimum distributions (RMDs) on tax brackets and suggests starting the process of Roth conversions to mitigate the tax burden. Joe also emphasizes…

The Power of Meaningful Phrases

In this conversation, Joe and Michael Yacovitch of JML Financial Group discuss various financial topics related to retirement planning. They start by sharing heartwarming stories about phrases that hold special meaning to them. They then emphasize the importance of having a comprehensive retirement…

Strategic Financial Planning: A Comprehensive Approach

Joe Yocavitch and Jerry Payne cover a range of financial topics, including stock market performance, portfolio management, retirement planning, Social Security, annuities, and the importance of income planning. Joe shares insights and advice on these subjects, emphasizing the need for a comprehensi…

Financial Preparedness in Retirement: Key Considerations

The conversation covers various financial topics related to retirement planning, including over-tipping, retirement account fees, diversification, tax strategies, Social Security, and retirement income planning. Joe Yocavitch, president and founder of JML Financial Group, provides insights and advi…

Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 22: Retirement Potpourri: Fill In The Blank

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across differe…

Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone

We always get a lot of questions about how the house (or houses) fit into retirement plans. Let’s address some of the more popular questions and topics. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 19: Paying Off The House

We always get a lot of questions about how the house (or houses) fit into retirement plans. Let’s address some of the more popular questions and topics. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/