WPHT 56:00

On this week's episode:
Feeling uneasy about your retirement future? You’re not alone—many Gen Xers and pre-retirees share the same concerns.
Explore why a written plan is essential for navigating market volatility, inflation, and the risk of outliving your savings.
Learn how to shift from saving to spending with confidence, using income strategies like annuities and life insurance to create reliable paychecks and avoid probate headaches.
Discover the importance of balancing growth, protection, and flexibility—plus how to avoid costly tax surprises with Roth conversions and diversified accounts.
Hear practical tips for catching up on savings, managing risk, and building a retirement plan that adapts to life’s curveballs.

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

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On this week's episode:
<ul>
<li>Feeling uneasy about your retirement future? You&rsquo;re not alone&mdash;many Gen Xers and pre-retirees share the same concerns.</li>
<li>Explore why a written plan is essential for navigating market volatility, inflation, and the risk of outliving your savings.</li>
<li>Learn how to shift from saving to spending with confidence, using income strategies like annuities and life insurance to create reliable paychecks and avoid probate headaches.</li>
<li>Discover the importance of balancing growth, protection, and flexibility&mdash;plus how to avoid costly tax surprises with Roth conversions and diversified accounts.</li>
<li>Hear practical tips for catching up on savings, managing risk, and building a retirement plan that adapts to life&rsquo;s curveballs.</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>

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

Don't feel alone if you feel uneasy about retirement & WRITTEN plans are key | Shift from saving to spending & The importance of growth, protection and flexibility

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