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>

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.

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