• The Heart Of Your Money: Inspiration For Financial Wellness

  • By: Joe Yocavitch
  • Podcast

The Heart Of Your Money: Inspiration For Financial Wellness By cover art

The Heart Of Your Money: Inspiration For Financial Wellness

By: Joe Yocavitch
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  • Summary

  • 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.
    2024 Joe Yocavitch
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Episodes
  • The Power of Meaningful Phrases

    The Power of Meaningful Phrases
    Jun 18 2024

    In this conversation, Joe and Michael Yacovitch of JML Financial Group discuss various financial topics related to retirement planning. They start by sharing heartwarming stories about phrases that hold special meaning to them. They then emphasize the importance of having a comprehensive retirement plan and the potential problems that can arise without one. They also discuss the benefits of being debt-free in retirement and offer a debt elimination program.

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

    See omnystudio.com/listener for privacy information.
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    25 mins
  • Strategic Financial Planning: A Comprehensive Approach

    Strategic Financial Planning: A Comprehensive Approach
    Jun 11 2024

    Joe Yocavitch and Jerry Payne cover a range of financial topics, including stock market performance, portfolio management, retirement planning, Social Security, annuities, and the importance of income planning. Joe shares insights and advice on these subjects, emphasizing the need for a comprehensive and strategic approach to financial management.

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

    See omnystudio.com/listener for privacy information.
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    14 mins
  • Financial Preparedness in Retirement: Key Considerations

    Financial Preparedness in Retirement: Key Considerations
    Jun 4 2024

    The conversation covers various financial topics related to retirement planning, including over-tipping, retirement account fees, diversification, tax strategies, Social Security, and retirement income planning. Joe Yocavitch, president and founder of JML Financial Group, provides insights and advice on these important financial matters.

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

    See omnystudio.com/listener for privacy information.
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    13 mins
Economics Personal Finance
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