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Artwork for The Heart Of Your Money: Inspiration For Financial Wellness

The Heart Of Your Money: Inspiration For Financial Wellness

Joe Yocavitch

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 ... more

PublishesTwice monthlyEpisodes23Founded5 years ago
Categories
InvestingBusiness

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Artwork for The Heart Of Your Money: Inspiration For Financial Wellness

Latest Episodes

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)-751-177... more

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)-... more

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 i... more

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: jmlfinancialgroup.com/

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: jmlfinancialgroup.com/

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 toda... more

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight with how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies... more

The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may ... more

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this podcast launched 5 years ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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