WPHT 56:00

On this week's episode:
Are hidden risks lurking in your retirement plan—just like cavities at the dentist? This episode of The Heart of Your Money with Joe Yacovitch reveals why regular financial checkups are essential. 
Learn how Fed rate cuts impact annuities, CDs, and income strategies.
Discover why written goals, milestone reviews, and personalized planning matter more than chasing returns.
Explore the dangers of market volatility, overexposure to tech stocks, and underestimating taxes and healthcare costs.
Find out how principal protection, guaranteed income, and ongoing conversations can help you avoid costly mistakes and retire with confidence.

Ready to connect with Joe? Click here to get started.

Follow us on social media:Facebook | LinkedIn

On this week's episode:
<ul>
<li>Are hidden risks lurking in your retirement plan&mdash;just like cavities at the dentist? This episode of The Heart of Your Money with Joe Yacovitch reveals why regular financial checkups are essential.&nbsp;</li>
<li>Learn how Fed rate cuts impact annuities, CDs, and income strategies.</li>
<li>Discover why written goals, milestone reviews, and personalized planning matter more than chasing returns.</li>
<li>Explore the dangers of market volatility, overexposure to tech stocks, and underestimating taxes and healthcare costs.</li>
<li>Find out how principal protection, guaranteed income, and ongoing conversations can help you avoid costly mistakes and retire with confidence.</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.

The Heart Of Your Money: Inspiration For Financial Wellness

Portfolio Cavities & Practical Changes to Make to Your Retirement Plan | Market Volatility and Overexposure & Avoid Costly mistakes with these strategies