Are hidden “financial cavities” lurking in your retirement plan? This episode of The Heart of Your Money with Joe Yocavitch explores why regular financial checkups are as crucial as dental visits. Learn how market volatility, principal protection, and guaranteed income strategies can help defend your future. Discover the power of asking tough questions, leveraging technology for ongoing reviews, and building a plan that adapts to life’s changes. Find out why personalized advice and proactive conversations matter more than one-size-fits-all solutions.

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

Follow us on social media:Facebook | LinkedIn

Are hidden &ldquo;financial cavities&rdquo; lurking in your retirement plan? This episode of The Heart of Your Money with Joe Yocavitch explores why regular financial checkups are as crucial as dental visits. Learn how market volatility, principal protection, and guaranteed income strategies can help defend your future. Discover the power of asking tough questions, leveraging technology for ongoing reviews, and building a plan that adapts to life&rsquo;s changes. Find out why personalized advice and proactive conversations matter more than one-size-fits-all solutions.
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.
Follow us on social media: <a href="https://www.facebook.com/people/JML-Financial-Group-Inc/100069577308963/#">Facebook</a> | <a href="https://www.linkedin.com/in/joseph-yocavitch-4023b513a/">LinkedIn</a>

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 surrounding communities to retire with confidence. In each episode, Joe and Michael explore crucial financial concepts and provide actionable advice to help you avoid common mistakes as you approach and navigate through retirement.

Got questions? Reach out to us at 856-751-1771 or email jyocavitch@brokersifs.com. Visit us online at jmlfinancialgroup.com for more resources and information.

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 surrounding communities to retire with confidence. In each episode, Joe and Michael explore crucial financial concepts and provide actionable advice to help you avoid common mistakes as you approach and navigate through retirement.
Got questions? Reach out to us at 856-751-1771 or email <a>jyocavitch@brokersifs.com</a>. Visit us online at jmlfinancialgroup.com for more resources and information.

The Heart Of Your Money: Inspiration For Financial Wellness

Best Of: Are Financial Cavities Hiding in Your Retirement Plan?

WPHT 56:00

On this week's episode:
What if the real danger to your retirement isn’t market swings, but the hidden risks of taxes, inflation, and emotional decisions?
Discover why a “master plan” matters—covering income, tax strategies, and legacy planning for every stage of retirement.
Learn how sequence of return risk, diversification, and guaranteed income can protect your future, even if the market bubble bursts.
Explore the importance of ongoing reviews, rebalancing, and adapting to changing laws and life events.
Find out how to avoid common mistakes, minimize taxes, and ensure your money works for you—not the other way around.

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

Follow us on social media:Facebook | LinkedIn

On this week's episode:
<ul>
<li>What if the real danger to your retirement isn&rsquo;t market swings, but the hidden risks of taxes, inflation, and emotional decisions?</li>
<li>Discover why a &ldquo;master plan&rdquo; matters&mdash;covering income, tax strategies, and legacy planning for every stage of retirement.</li>
<li>Learn how sequence of return risk, diversification, and guaranteed income can protect your future, even if the market bubble bursts.</li>
<li>Explore the importance of ongoing reviews, rebalancing, and adapting to changing laws and life events.</li>
<li>Find out how to avoid common mistakes, minimize taxes, and ensure your money works for you&mdash;not the other way around.</li>
</ul>
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.
Follow us on social media: <a href="https://www.facebook.com/people/JML-Financial-Group-Inc/100069577308963/#">Facebook</a> | <a href="https://www.linkedin.com/in/joseph-yocavitch-4023b513a/">LinkedIn</a>

Hidden Risks are the Real Dangers & Ron Cappuccio Joins the Show | Ways to Fight a Bubble Burst & Common Practices to make sure your money works for you

On this week's episode:
What if the secret to a fulfilling retirement isn’t just saving, but staying active, flexible, and prepared for life’s surprises?
Explore why working longer can boost your financial and mental health—and how to balance income, spending, and legacy goals.
Learn the importance of a customized master plan that adapts to market swings, inflation, and changing personal needs.
Discover strategies for Social Security, annuities, and tax-efficient withdrawals, plus why ongoing reviews matter.
Hear real stories about transitioning from work to retirement, and how to avoid common mistakes that can derail your future.

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

Follow us on social media:Facebook | LinkedIn

On this week's episode:
<ul>
<li>What if the secret to a fulfilling retirement isn&rsquo;t just saving, but staying active, flexible, and prepared for life&rsquo;s surprises?</li>
<li>Explore why working longer can boost your financial and mental health&mdash;and how to balance income, spending, and legacy goals.</li>
<li>Learn the importance of a customized master plan that adapts to market swings, inflation, and changing personal needs.</li>
<li>Discover strategies for Social Security, annuities, and tax-efficient withdrawals, plus why ongoing reviews matter.</li>
<li>Hear real stories about transitioning from work to retirement, and how to avoid common mistakes that can derail your future.</li>
</ul>
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.
Follow us on social media: <a href="https://www.facebook.com/people/JML-Financial-Group-Inc/100069577308963/#">Facebook</a> | <a href="https://www.linkedin.com/in/joseph-yocavitch-4023b513a/">LinkedIn</a>

Staying Active is Key & Working Longer Can be a Good Boost | The Master Plan & Customization is Important

What if the secret to lasting wealth isn’t chasing market highs, but avoiding costly mistakes and building a plan that adapts as life changes? In this episode, Joe Yocavitch shares how investor psychology, diversification, and the “master plan” can help you grow and protect your retirement—without relying on Wall Street’s roller coaster. Discover why rebalancing, tax strategies, and guaranteed income matter, and how to make sure your money works for you, not the other way around.

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

Follow us on social media:Facebook | LinkedIn

What if the secret to lasting wealth isn&rsquo;t chasing market highs, but avoiding costly mistakes and building a plan that adapts as life changes? In this episode, Joe Yocavitch shares how investor psychology, diversification, and the &ldquo;master plan&rdquo; can help you grow and protect your retirement&mdash;without relying on Wall Street&rsquo;s roller coaster. Discover why rebalancing, tax strategies, and guaranteed income matter, and how to make sure your money works for you, not the other way around.
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.
Follow us on social media: <a href="https://www.facebook.com/people/JML-Financial-Group-Inc/100069577308963/#">Facebook</a> | <a href="https://www.linkedin.com/in/joseph-yocavitch-4023b513a/">LinkedIn</a>

Best Of: Are Financial Cavities Hiding in Your Retirement Plan?

The Heart Of Your Money: Inspiration For Financial Wellness

In 1 playlist(s)

The Heart Of Your Money: Inspiration For Financial Wellness

Social links

Follow podcast

Recent clips