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 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®

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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