WPHT 56:00

On this week's episode:
Are you planning for retirement with just a pile of investments—or a strategy that delivers income and peace of mind? This episode of The Heart of Your Money with Joe Yocavitch reveals how to create multiple income streams, protect your assets, and avoid costly market setbacks.
Learn why a master plan matters for long-term care, legacy, and minimizing taxes.
Discover how annuities, principal protection, and annual reviews can help you enjoy life’s “lobster moments” without risking your future.
Find out why getting both spouses on the same page is crucial for lasting retirement 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 you planning for retirement with just a pile of investments&mdash;or a strategy that delivers income and peace of mind? This episode of The Heart of Your Money with Joe Yocavitch reveals how to create multiple income streams, protect your assets, and avoid costly market setbacks.</li>
<li>Learn why a master plan matters for long-term care, legacy, and minimizing taxes.</li>
<li>Discover how annuities, principal protection, and annual reviews can help you enjoy life&rsquo;s &ldquo;lobster moments&rdquo; without risking your future.</li>
<li>Find out why getting both spouses on the same page is crucial for lasting retirement 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.

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