• The Heart Of Your Money: Inspiration For Financial Wellness

  • Von: Joe Yocavitch
  • Podcast

The Heart Of Your Money: Inspiration For Financial Wellness

Von: Joe Yocavitch
Jetzt kostenlos hören, ohne Abo

  • Inhaltsangabe

  • 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.
    2025 Joe Yocavitch
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Persönliche Finanzen Ökonomie
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  • Juan Soto's Major League Tax Bill

    Juan Soto's Major League Tax Bill
    Jan 14 2025

    Juan Soto recently signed one of the largest contracts in sports history. But his tax bill will be how much?? Joe Yocavitch and co-host Kevin McAlpin walk us through what this major league tax bill can teach us about our own taxes, especially when it comes to retirement.

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

    See omnystudio.com/listener for privacy information.
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    10 Min.
  • Stay Busy in Retirement

    Stay Busy in Retirement
    Jan 7 2025

    Joe Yocavitch and Kevin McAlpin discuss the complexities of retirement and estate planning. They explore the emotional challenges of transitioning into retirement, emphasizing the importance of finding purpose and fulfillment beyond work. Joe also shares some good strategies for keeping busy in retirement. The conversation then shifts to estate planning, highlighting the necessity of open communication about financial wishes and the importance of regularly updating legal documents to reflect changing family dynamics and assets.

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

    See omnystudio.com/listener for privacy information.
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    11 Min.
  • Best Of: Don't Let Misinformation Turn Into Bad Financial Advice

    Best Of: Don't Let Misinformation Turn Into Bad Financial Advice
    Dec 31 2024

    In this episode of 'The Heart of Your Money', Joe Yocavitch discusses essential year-end financial strategies, including tax loss harvesting and maximizing retirement contributions. The conversation shifts to the financial lessons learned from Al Pacino's experience of losing $50 million to a Ponzi scheme, emphasizing the importance of vetting financial professionals and understanding financial products. Joe advocates for financial literacy and proactive planning to avoid similar pitfalls.

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

    See omnystudio.com/listener for privacy information.
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    11 Min.

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