Podcasts2021-05-04T16:51:19+00:00

The Heart Of Your Money Podcast: Inspiration For Financial Wellness


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Podcast Show Notes

Ep 3: Investment Planning

April 22nd, 2021|Tags: , , , , , |

Investments make up a large part of our financial lives. It's common to hear the media talk about the status of the S&P 500 and we also might hear out close friends and family talk about how they are invested in the stock market. It's important that you have a well thought out plan for your investments and Joe will discuss what steps you can take to get there.

Ep 2: Income Planning

April 15th, 2021|Tags: , , |

One of the biggest concerns from retirees and pre-retirees is running out of money. You have saved and put money away during the course of your working career, but now it's time to take money out and many people worry that what they have isn't enough. This issue can be addressed by putting together an income plan. Today, Joe and Mike share their 5 step process with us and what to expect when you sit down with them.

Ep 1: Getting To Know Joe & Mike

April 15th, 2021|Tags: , , |

In their first episode, Joe and Mike share why they started this podcast, as well as what got them into the financial industry. They also provide insight into future topics they will discuss on the show and who they hope to help with their advice.

Radio Interviews with JML Financial Group’s Joe Yocavitch, LUTCF®, CLTC®

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