23 episodes
The Heart Of Your Money: Inspiration For Financial Wellness Joe Yocavitch
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The Heart of Your Money podcast! Join JML Financial's Joe Yocavitch and his son Michael Yocavitch each episode for solid financial and retirement planning guidance. The JML team has been helping families in Cherry Hill and the surrounding communities retire successfully for more than three decades. Each show, they'll explore important financial concepts and teach you how to avoid crucial mistakes as you approach and go through retirement. If you have questions, call the team at 856-751-1771 or email jyocavitch@brokersifs.com and visit online at jmlfinancialgroup.com to learn more. We hope you enjoy The Heart of Your Money: Inspiration for Financial Wellness!
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Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/ -
Ep 22: Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/ -
Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.
Forbes Article: https://bit.ly/3IHqEba
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/ -
Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone
We always get a lot of questions about how the house (or houses) fit into retirement plans. Let’s address some of the more popular questions and topics.
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/ -
Ep 19: Paying Off The House
We always get a lot of questions about how the house (or houses) fit into retirement plans. Let’s address some of the more popular questions and topics.
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/ -
Ep 18: Long Term Care
Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid planning for it altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can. Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/