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The Heart of Your Money

The Heart of Your Money

De : Joe Yocavitch
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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 856-336-6599 or email jyocavitch@brokersifs.com. Visit us online at jmlfinancialgroup.com for more resources and information

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    Épisodes
    • Retirement Mistakes You Don't Want to Make

      Retirement Mistakes You Don't Want to Make
      Feb 11 2026


      In this episode, Joe Yacovitch discusses common mistakes people make when preparing for retirement, emphasizing the importance of understanding tax implications, planning for income, and considering inflation. He highlights the need for a diversified approach to retirement savings, including tax-deferred, tax-deductible, and tax-free buckets. Joe also stresses the significance of having a solid game plan to navigate the complexities of retirement planning, especially in light of rising costs and potential changes in tax laws.
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      12 min
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