WPHT 56:00

On this week's episode:
Think retirement takes a miracle? This episode shows how a clear plan can replace anxiety with confidence.
Joe Yocavitch discusses why written, regularly reviewed strategies matter more than luck.
Learn the difference between “paycheck” and “playcheck” income—and why both are essential.
Explore the benefits and pitfalls of rolling over a 401k into an IRA.
Discover why diversification, guaranteed income, and tax planning are crucial for lasting financial health.
Avoid common mistakes, DIY pitfalls, and the “junk drawer” approach to investments.

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

Follow us on social media:Facebook | LinkedIn

On this week's episode:
<ul>
<li>Think retirement takes a miracle? This episode shows how a clear plan can replace anxiety with confidence.</li>
<li>Joe Yocavitch discusses why written, regularly reviewed strategies matter more than luck.</li>
<li>Learn the difference between &ldquo;paycheck&rdquo; and &ldquo;playcheck&rdquo; income&mdash;and why both are essential.</li>
<li>Explore the benefits and pitfalls of rolling over a 401k into an IRA.</li>
<li>Discover why diversification, guaranteed income, and tax planning are crucial for lasting financial health.</li>
<li>Avoid common mistakes, DIY pitfalls, and the &ldquo;junk drawer&rdquo; approach to investments.</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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