Podcasts2021-11-11T21:21:30+00:00

The Heart Of Your Money Podcast: Inspiration For Financial Wellness


Available On Your Favorite Apps


Podcast Show Notes

Ep 14: Are You Ready To Retire?

October 26th, 2021|Tags: , , , , |

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.

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

Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty.  Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.

Not associated with or endorsed by the Social Security Administration or any other government agency.

Ready To Get Started?

Click the SCHEDULE NOW button to start a conversation about your Retirement Journey! Procrastination is our biggest form of self-sabotage. Start the conversation today!

SCHEDULE NOW
Go to Top