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/

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: <a href="https://jmlfinancialgroup.com/" target="_blank" rel="noopener">https://jmlfinancialgroup.com/</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

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:

Ep 19: Paying Off The House

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 regarding taxes and retirement. The conversation highlights the significance of proactive tax planning and the need for clients to take control of their financial destinies, ensuring they are not at the mercy of the IRS or default government plans.

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

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 regarding taxes and retirement. The conversation highlights the significance of proactive tax planning and the need for clients to take control of their financial destinies, ensuring they are not at the mercy of the IRS or default government plans.
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.

Mastering the Gameplan for Your Financial Future

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 emphasizes the importance of having a solid income strategy in retirement, including understanding various financial products like annuities and the significance of planning to avoid financial pitfalls.

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

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 emphasizes the importance of having a solid income strategy in retirement, including understanding various financial products like annuities and the significance of planning to avoid financial pitfalls.
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.

From Pensions to 401(k)s: A Retirement Revolution

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 starting their Christmas shopping early and highlights the importance of updating and improving financial plans. He offers a free analysis for new clients and invites listeners to attend a workshop on Social Security and retirement income. 

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

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 starting their Christmas shopping early and highlights the importance of updating and improving financial plans. He offers a free analysis for new clients and invites listeners to attend a workshop on Social Security and retirement income. 
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.

Ep 19: Paying Off The House

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The Heart Of Your Money: Inspiration For Financial Wellness

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