The Heart Of Your Money: Inspiration For Financial WellnessThe Heart Of Your Money: Inspiration For Financial Wellness

Stress Testing Financial Plans: Ensuring Clients Don't Run Out of Money

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The Heart Of Your Money: Inspiration For Financial Wellness

Welcome to "The Heart of Your Money," your trusted podcast for financial and retirement planning guidance. Join Joe Yocavitch and his son Michael Yoca 
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In this episode, Joe discusses the recent market volatility and how his clients have been able to weather the storm due to their well-structured portfolios and retirement strategies. He emphasizes the importance of having a retirement plan with a qualified advisor who can stress test the plan and ensure clients don't run out of money. Joe also highlights the difference between his approach and that of other advisors who simply tell clients to hang in there during market downturns. He emphasizes the need for a flexible plan and ongoing communication with clients. The episode concludes with a reminder that JML Financial Group is a resource for listeners and their families.

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  1. The Heart Of Your Money: Inspiration For Financial Wellness

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The Heart Of Your Money: Inspiration For Financial Wellness

Welcome to "The Heart of Your Money," your trusted podcast for financial and retirement planning gui 
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