WPHT 56:00

On this week's episode:
What if the secret to a fulfilling retirement isn’t just saving, but staying active, flexible, and prepared for life’s surprises?
Explore why working longer can boost your financial and mental health—and how to balance income, spending, and legacy goals.
Learn the importance of a customized master plan that adapts to market swings, inflation, and changing personal needs.
Discover strategies for Social Security, annuities, and tax-efficient withdrawals, plus why ongoing reviews matter.
Hear real stories about transitioning from work to retirement, and how to avoid common mistakes that can derail your future.

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

Follow us on social media:Facebook | LinkedIn

On this week's episode:
<ul>
<li>What if the secret to a fulfilling retirement isn&rsquo;t just saving, but staying active, flexible, and prepared for life&rsquo;s surprises?</li>
<li>Explore why working longer can boost your financial and mental health&mdash;and how to balance income, spending, and legacy goals.</li>
<li>Learn the importance of a customized master plan that adapts to market swings, inflation, and changing personal needs.</li>
<li>Discover strategies for Social Security, annuities, and tax-efficient withdrawals, plus why ongoing reviews matter.</li>
<li>Hear real stories about transitioning from work to retirement, and how to avoid common mistakes that can derail your future.</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.