The Heart Of Your Money: Inspiration For Financial Wellness

The Heart Of Your Money: Inspiration For Financial Wellness

Join JML Financial's Joe Yocavitch and his son Michael 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.

Episodes

May 6, 2021 16 min

Every year we are required to file our taxes, but many people overlook tax planning for the future. Joe and Mike talk to us today about the importance of having a tax-efficient plan and some strategies they use in their practice.

Contact Info:

Call: (856)-751-1771

Website: https://jmlfinancialgroup.com/

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Investments make up a large part of our financial lives. It's common to hear the media talk about the status of the S&P 500 and we also might hear out close friends and family talk about how they are invested in the stock market. It's important that you have a well thought out plan for your investments and Joe will discuss what steps you can take to get there.

Contact Info:

Call: (856)-751-1771

Website: https://jmlfinan...

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April 15, 2021 17 min

One of the biggest concerns from retirees and pre-retirees is running out of money. You have saved and put money away during the course of your working career, but now it's time to take money out and many people worry that what they have isn't enough. This issue can be addressed by putting together an income plan. Today, Joe and Mike share their 5 step process with us and what to expect when you sit down with them.

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April 8, 2021 17 min

In their first episode, Joe and Mike share why they started this podcast, as well as what got them into the financial industry. They also provide insight into future topics they will discuss on the show and who they hope to help with their advice.

Contact Info:

Call: (856)-751-1771

Website: https://jmlfinancialgroup.com/

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