Podcast (Latest)2026-05-18T10:25:55+00:00

The Heart Of Your Money

Paying More, Getting Less: Is Your Retirement Plan the New Cable?

What do streaming services and your retirement plan have in common? You might be paying more and getting less. In this episode, Joe Yocavitch breaks [...]

By |July 22nd, 2025|Categories: Latest Podcast|Comments Off on Paying More, Getting Less: Is Your Retirement Plan the New Cable?

It’s Not the Club—It’s the Swing: Rethinking Retirement Strategy

What does a golf swing have to do with your retirement strategy? In this episode, Joe Yocavitch and his son Michael draw a powerful parallel [...]

By |July 15th, 2025|Categories: Latest Podcast|Comments Off on It’s Not the Club—It’s the Swing: Rethinking Retirement Strategy

Don’t Get Stuck in the past & It’s not the club, it’s the swing | Outdated Strategies & Blind Spots, Manage Risk and Rethink Roth

On this week's episode: Feeling like your retirement plan is stuck in the past? Joe Yacovitch breaks down why outdated strategies, emotional investing, and tax [...]

By |July 12th, 2025|Categories: Latest Podcast|Comments Off on Don’t Get Stuck in the past & It’s not the club, it’s the swing | Outdated Strategies & Blind Spots, Manage Risk and Rethink Roth

The Penny Problem: What Else in Your Plan Doesn’t Make Sense?

What if your retirement plan is stuck in the past—and costing you more than you realize? In this episode, Joe Yocavitch of JML Financial Group [...]

By |July 1st, 2025|Categories: Latest Podcast|Comments Off on The Penny Problem: What Else in Your Plan Doesn’t Make Sense?
Go to Top