Ep 19: Paying Off The House
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.
“The Heart Of Your Money”
Listen to Joe and Michael Yocavitch break down financial [...]
Ring in the New Year! Joe’s on the radio Saturdays- listen and call in!
Join Joe Yocavitch, Saturday at 8:00 am on WPG [...]
Ep 18: Long Term Care
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 today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can.
Ep 17: Risk Tolerance
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 from person to person, so it's vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits all plan.
Ep 16: 401(k) Rollovers
On This Episode: The 401(k) is one of the most [...]
Ep 15: Traditional Vs. Roth
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are.
Ep 14: Are You Ready To Retire?
A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns.
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.
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.
