The Heart Of Your Money: Inspiration For Financial WellnessThe Heart Of Your Money: Inspiration For Financial Wellness

Navigating Difficult Decisions in Retirement

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The conversation revolves around the importance of having tough conversations in financial planning. Joe Yocavitch, president and founder of JML Financial Group, shares an example of a tough conversation he had with a long-time client who wanted to deviate from their retirement plan. Joe's son, Michael, also discusses the value of having difficult conversations with clients and helping them eliminate debt while saving for retirement. The conversation emphasizes the importance of trust and expertise in financial advice.

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The Heart Of Your Money: Inspiration For Financial Wellness

Welcome to "The Heart of Your Money," your trusted podcast for financial and retirement planning gui 
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