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Ep 13: Annuities – What You Really Need To Know

There is so much confusion about annuities and the role that they can or should play as part of your retirement plan. This episode, we'll cover the four main types of annuities, talk about how Joe and Michael use them at JML Financial Group, and try to bring some clarity to a controversial subject.

2021-09-16T14:47:43+00:00September 16th, 2021|Podcasts|Comments Off on Ep 13: Annuities – What You Really Need To Know

Ep 12: Busting Social Security Myths

Deciding how to take Social Security is one of the most important choices you'll make when you retire. On this episode, we'll break down five common Social Security myths so you can make sure you're making the proper decisions with your financial plan.

2021-09-02T15:12:06+00:00September 2nd, 2021|Podcasts|Comments Off on Ep 12: Busting Social Security Myths

Ep 11: Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

2021-08-19T13:27:45+00:00August 19th, 2021|Podcasts|Comments Off on Ep 11: Not Your Father’s Retirement

Ep 10: Three Worlds Of Money

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan.

2021-08-05T13:31:51+00:00August 5th, 2021|Podcasts|Comments Off on Ep 10: Three Worlds Of Money

Ep 9: Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

2021-08-04T14:07:54+00:00July 15th, 2021|Podcasts|Comments Off on Ep 9: Uncommon Sense

Ep 8: Non-Correlated Income

Sometimes it’s important to really breakdown a financial buzzword. Non-Correlated Income qualifies as a worthy concept to explore and something that every retiree and pre-retiree should understand.

2021-07-01T13:45:49+00:00July 1st, 2021|Podcasts|Comments Off on Ep 8: Non-Correlated Income

Ep 7: How to Find Right Advisor

You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some common misconceptions on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

2021-06-17T13:34:24+00:00June 17th, 2021|Podcasts|Comments Off on Ep 7: How to Find Right Advisor

Ep 6: Legacy And Estate Planning

When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the elements that make up this type of planning and why you should continually make sure these documents are up to date.

2021-06-03T13:47:28+00:00June 3rd, 2021|Podcasts|Comments Off on Ep 6: Legacy And Estate Planning

Ep 5: Health Care Planning

It's no secret that the cost of healthcare only continues to rise each year, but we need to be proactive and plan for these costs. That's why we decided to dedicate an entire episode to explain the common healthcare costs in retirement and why it's crucial to update your important documents like a will, or beneficiary designations.

2021-05-20T13:42:39+00:00May 20th, 2021|Podcasts|Comments Off on Ep 5: Health Care Planning

Ep 4: Tax Planning

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.

2021-05-06T13:58:40+00:00May 6th, 2021|Podcasts|Comments Off on Ep 4: Tax Planning
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