The Heart Of Your Money: Inspiration For Financial Wellness

On this week's episode: CPA Bill Bradley with tax advice for retirees Market Volatility with Michael Yocavitch. How does golf relate? Mistakes made when estate planning and how to avoid disasters Technology's role in retirement planning Swapping annuities and the Social Security Bridge strategy Ready to connect with Joe? Click  here to get started. See omnystudio.com/listener for privacy info...

Joe Yocavitch discusses all things retirement and retirement planning. This week he takes a look at what you can learn from the New York Yankees. Recently, the Bronx Bombers got rid of their facial hair policy and will allow for players to have beards. Are there outdated practices that Joe thinks clients and others should get rid of in their portfolios?  Joe tells us some alternatives that ar...

On this week's episode: Market Volatility and not hitting the panic button Social Security and your retirement portfolio Retirement lessons from the New York Yankees Balking at annuities Financial freedom and Hall & Oates Ready to connect with Joe? Click here to get started. See omnystudio.com/listener for privacy information.

Joe Yocavitch discusses all things retirement and retirement planning. It takes folks several years to figure out who they are and what they want out of their retirement. Joe discusses ways you can figure that out before you ride off into the sunset. This can help you save money in retirement. Plus, what can you expect when you meet with Joe and his family? What does a first meeting look like? And...

Joe Yocavitch talks about who and where you might get good retirement and financial advice from. With football season just in the rearview mirror, it's fitting that this time it comes from someone on the gridiron. Not sure that we expected it to be from... Gronk?? Rob Gronkowski gives some valuable advice on finances and let's us know where he learned it. Joe gives his thoughts on the big man's pr...

Joe Yocavitch hits on retirement topics that could apply to YOU! This week the differing average retirement ages amongst age groups (millennials, baby boomers, etc) how does this affect timelines towards retirement? And the two of them also touch on dangerous assumptions that many make when it comes to retirement and retirement planning.  Ready to connect with Joe? Click  here to get sta...

Joe Yocavitch knows that retirement can throw you curveballs, especially when you least expect it. Just like snow in Florida, how you deal with those obstacles can be the difference in a healthy retirement. Joe also talks about common disruptions and unexpected happenings that commonly occur in retirements and how it can affect YOUR retirement plan. Ready to connect with Joe? Click here to get sta...

Joe Yocavitch addresses the alarming statistic of how many retirees do not have an income plan. He tells you why you absolutely should, plus key things to remember when it comes to working with a financial professional. Ready to connect with Joe? Click  here to get started. See omnystudio.com/listener for privacy information.

Joe Yocavitch discusses his progress on New Year resolutions. He points out that those who are most successful with resolutions are those who write them down. This can be beneficial for retirement planning as well. Also, Starbucks has rolled out a new policy that doesn't allow customers to just use the cafe without purchasing something. How does this relate to DIY retirement planning and fees? Let...

Joe Yocavitch discusses the dissolving of pensions. How can retirees come up with new ways of guaranteed income now that pensions are mostly gone? Joe gives his insight on that and much more in this week's edition. Ready to connect with Joe? Click  here to get started. See omnystudio.com/listener for privacy information.

Joe Yocavitch talks about Dick Van Dyke recently turning 99! This turns into conversation about longevity and planning for retirement into your 80s or 90s. Don't forget healthcare costs, etc. Tune in to see what Joe has to say and how it can help your retirement plan. Ready to connect with Joe? Click here to get started. See omnystudio.com/listener for privacy information.

Juan Soto recently signed one of the largest contracts in sports history. But his tax bill will be how much?? Joe Yocavitch walks us through what this major league tax bill can teach us about our own taxes, especially when it comes to retirement.  Ready to connect with Joe? Click  here to get started. See omnystudio.com/listener for privacy information.

Joe Yocavitch discusses the complexities of retirement and estate planning. He explores the emotional challenges of transitioning into retirement, emphasizing the importance of finding purpose and fulfillment beyond work. Joe also shares some good strategies for keeping busy in retirement. The conversation then shifts to estate planning, highlighting the necessity of open communication about finan...

In this episode of 'The Heart of Your Money', Joe Yocavitch discusses essential year-end financial strategies, including tax loss harvesting and maximizing retirement contributions. The conversation shifts to the financial lessons learned from Al Pacino's experience of losing $50 million to a Ponzi scheme, emphasizing the importance of vetting financial professionals and understanding financial pr...

Joe and Michael Yocavitch discuss the intersection of football and financial strategies, emphasizing the importance of understanding the game of finance as one would understand the game of football. They explore how the evolution of the game parallels changes in financial planning, particularly regarding taxes and retirement. The conversation highlights the significance of proactive tax planning a...

Joe Yocavitch discusses the keys to longevity and happiness, drawing inspiration from Dr. Howard Tucker, the world's oldest neurologist. He emphasizes the importance of maintaining an active lifestyle, surrounding oneself with positive influences, and staying relevant even in retirement. Joe also highlights the significance of personalized financial planning to ensure a fulfilling life beyond the...

Joe Yocavitch discusses the holiday season's impact on financial planning, particularly in retirement. He explores the common dilemma faced by couples regarding spending versus saving in retirement, emphasizing the importance of a well-structured financial plan. Joe shares insights on how to enjoy retirement savings while ensuring long-term financial health, including the role of life insurance an...

Joe Yocavitch discusses the importance of financial planning, drawing parallels between lessons learned from professional wrestling and managing personal finances. He emphasizes the need for proactive planning in areas such as income, investments, taxes, health care, and estate planning. The conversation also highlights the balance between enjoying retirement and ensuring financial stability, as w...

Joe Yocavitch discusses the importance of financial planning, estate planning, and safeguarding one's legacy. He shares personal experiences that highlight the need for proper pension choices and the significance of having updated wills. The conversation emphasizes the necessity of understanding financial options and the impact of taxes on wealth management. Ready to connect with Joe? Click here t...

Joe Yocavitch discusses the challenges of retirement planning, emphasizing the importance of understanding personal finances and the need for professional guidance. He highlights the alarming statistics from Goldman Sachs regarding retirement delays and the necessity of financial literacy. Joe advocates for early engagement with financial advisors to build a solid foundation for retirement savings...

In this episode of 'The Heart of Your Money', Joe Yocavitch discusses essential year-end financial strategies, including tax loss harvesting and maximizing retirement contributions. The conversation shifts to the financial lessons learned from Al Pacino's experience of losing $50 million to a Ponzi scheme, emphasizing the importance of vetting financial professionals and understanding financial pr...

Joe Yocavitch discusses the implications of the recent election on the stock market, emphasizing historical trends that suggest stability regardless of political outcomes. He highlights the importance of understanding economic indicators such as debt and inflation, and stresses the need for strategic planning in retirement to ensure financial security. The discussion also touches on the necessity...

Joe Yocavitch discusses the importance of financial planning, drawing parallels between lessons learned from professional wrestling and managing personal finances. He emphasizes the need for proactive planning in areas such as income, investments, taxes, health care, and estate planning. The conversation also highlights the balance between enjoying retirement and ensuring financial stability, as w...

Joe Yocavitch from JML Financial Group discusses various aspects of financial planning, particularly focusing on retirement strategies such as Roth IRAs and 401ks and how it relates to Halloween and candy corn. The discussion also touches on personal anecdotes, community engagement, and the importance of proactive financial management. Joe emphasizes the significance of understanding RMDs and the...

In this episode, Joe Yocavitch and his son Michael Yocavitch discuss the common myths about retired life and the reality of taxes in retirement. They highlight the misconception that taxes will be lower in retirement and explain how the current economic situation and federal debt make it unlikely. They emphasize the importance of being proactive in planning for retirement and considering the poten...