investments

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 3: Investment Planning

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.