Podcasts2021-06-23T23:34:12+00:00

The Heart Of Your Money Podcast: Inspiration For Financial Wellness


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Podcast Show Notes

Ep 7: How to Find Right Advisor

June 17th, 2021|Tags: , , , , , |

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.

Ep 6: Legacy And Estate Planning

June 3rd, 2021|Tags: , , , |

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.

Ep 5: Health Care Planning

May 20th, 2021|Tags: , , , , |

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.

Ep 4: Tax Planning

May 6th, 2021|Tags: , , , , |

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.

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.

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