The Heart Of Your Money: Inspiration For Financial Wellness
The Heart Of Your Money: Inspiration For Financial Wellness
Playlist by The Heart Of Your Money: Inspiration For Financial WellnessWelcome 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 essent…52 clip(s) in playlist
Unlocking the Secrets to a Long Life
Joe Yocavitch discusses the keys to longevity and happiness, drawing inspiration from Dr. Howard Tucker, the world's oldest neurologist. He emphasizes the importance of maintaining an active lifestyle, surrounding oneself with positive influences, and staying relevant even in retirement. Joe also h…
11:44
Holiday Spending and Retirement Planning
Joe Yocavitch and Kevin McAlpin discuss the holiday season's impact on financial planning, particularly in retirement. They explore the common dilemma faced by couples regarding spending versus saving in retirement, emphasizing the importance of a well-structured financial plan. Joe shares insights…
13:07
Best Of: Retirement Lessons from a Professional Wrestler
Joe Yocavitch and Kevin McAlpin discuss the importance of financial planning, drawing parallels between lessons learned from professional wrestling and managing personal finances. He emphasizes the need for proactive planning in areas such as income, investments, taxes, health care, and estate plan…
10:55
Safeguarding Your Legacy
Joe Yocavitch discusses the importance of financial planning, estate planning, and safeguarding one's legacy. He shares personal experiences that highlight the need for proper pension choices and the significance of having updated wills. The conversation emphasizes the necessity of understanding fi…
10:28
You're Not Too Young to Think About Retirement
Joe Yocavitch discusses the challenges of retirement planning, emphasizing the importance of understanding personal finances and the need for professional guidance. He highlights the alarming statistics from Goldman Sachs regarding retirement delays and the necessity of financial literacy. Joe advo…
16:26
Don't Let Misinformation Turn Into Bad Financial Advice
In this episode of 'The Heart of Your Money', Joe Yocavitch discusses essential year-end financial strategies, including tax loss harvesting and maximizing retirement contributions. The conversation shifts to the financial lessons learned from Al Pacino's experience of losing $50 million to a Ponzi…
10:39
Navigating Market Reactions Post-Election
Joe Yocavitch discusses the implications of the recent election on the stock market, emphasizing historical trends that suggest stability regardless of political outcomes. He highlights the importance of understanding economic indicators such as debt and inflation, and stresses the need for strateg…
11:26
Retirement Lessons from a Professional Wrestler
Joe Yocavitch and Kevin McAlpin discuss the importance of financial planning, drawing parallels between lessons learned from professional wrestling and managing personal finances. He emphasizes the need for proactive planning in areas such as income, investments, taxes, health care, and estate plan…
10:55
Candy Corn and the 401(k)
Joe Yocavitch from JML Financial Group with new host, Kevin McAlpin, discuss various aspects of financial planning, particularly focusing on retirement strategies such as Roth IRAs and 401ks and how it relates to Halloween and candy corn. The discussion also touches on personal anecdotes, community…
13:31
Best Of: The Reality of Taxes in Retirement
In this episode, Joe Yocavitch and his son Michael Yocavitch discuss the common myths about retired life and the reality of taxes in retirement. They highlight the misconception that taxes will be lower in retirement and explain how the current economic situation and federal debt make it unlikely. …
13:41