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…31 clip(s) in playlist
Navigating Difficult Decisions in Retirement
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, Mic…
13:28
Navigating Unexpected Circumstances: A Case Study
Joe emphasizes the importance of having a vision for retirement and making small adjustments along the way. Joe also shares a case study where he guided a client through unexpected circumstances and helped them stay on track. He highlights the value of open communication and personalized planning. …
16:23
Best Of: Financial Preparedness in Retirement: Key Considerations
The conversation covers various financial topics related to retirement planning, including over-tipping, retirement account fees, diversification, tax strategies, Social Security, and retirement income planning. Joe Yocavitch, president and founder of JML Financial Group, provides insights and advi…
13:00
Navigating the Complexities of the 401(k) Market
Joe Yocavitch talks about his recent high school reunion and the joy of reconnecting with old friends. The conversation then shifts to the topic of 401(k) plans and the need for adjustments in order to maximize wealth accumulation and retirement planning. Joe discusses the importance of diversifica…
09:30
Managing the Tax Burden of Required Minimum Distributions
In this podcast episode, Joe Yocavitch discusses the importance of tax planning and income planning for retirement. He highlights the impact of required minimum distributions (RMDs) on tax brackets and suggests starting the process of Roth conversions to mitigate the tax burden. Joe also emphasizes…
17:35
The Power of Meaningful Phrases
In this conversation, Joe and Michael Yacovitch of JML Financial Group discuss various financial topics related to retirement planning. They start by sharing heartwarming stories about phrases that hold special meaning to them. They then emphasize the importance of having a comprehensive retirement…
24:36
Strategic Financial Planning: A Comprehensive Approach
Joe Yocavitch and Jerry Payne cover a range of financial topics, including stock market performance, portfolio management, retirement planning, Social Security, annuities, and the importance of income planning. Joe shares insights and advice on these subjects, emphasizing the need for a comprehensi…
14:01
Financial Preparedness in Retirement: Key Considerations
The conversation covers various financial topics related to retirement planning, including over-tipping, retirement account fees, diversification, tax strategies, Social Security, and retirement income planning. Joe Yocavitch, president and founder of JML Financial Group, provides insights and advi…
13:00
Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/
14:34
Ep 22: Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/
17:53