WPHT 56:00

On this week's episode:
What if the real key to retirement isn’t just saving, but building a flexible plan that adapts to every twist—taxes, market swings, and even healthcare surprises?
Discover why “the master plan” goes beyond investments, covering income, tax strategies, and long-term care.
Learn how to avoid common RMD mistakes and why relying on minimum withdrawals could leave money on the table.
Explore the power of annuities, Roth conversions, and customized strategies for lasting income.
Find out how to make your money work for you, not the other way around, and why ongoing reviews matter.

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 key to retirement isn&rsquo;t just saving, but building a flexible plan that adapts to every twist&mdash;taxes, market swings, and even healthcare surprises?</li>
<li>Discover why &ldquo;the master plan&rdquo; goes beyond investments, covering income, tax strategies, and long-term care.</li>
<li>Learn how to avoid common RMD mistakes and why relying on minimum withdrawals could leave money on the table.</li>
<li>Explore the power of annuities, Roth conversions, and customized strategies for lasting income.</li>
<li>Find out how to make your money work for you, not the other way around, and why ongoing reviews matter.</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.