The Heart Of Your Money: Inspiration For Financial Wellness

23 Episodes

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Ep 23: When Guessing At Retirement's Most Important Questions Goes Wrong

2022-03-3114:35

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let's talk about some of those questions and why you need to have a better answer than just a guess. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 22: Retirement Potpourri: Fill In The Blank

2022-03-1717:54

Time for a little fun on this episode. We'll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 21: How "The Great Resignation" Could Impact You Or A Loved One's Retirement

2022-03-0318:30

Droves of workers are retiring early or taking a break from work as they change career paths. It's become known as The Great Resignation. On this episode, we'll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that's underway. Forbes Article: https://bit.ly/3IHqEba Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 20: Don't Fumble Your Retirement In The Financial Red Zone

2022-02-0415:26

We always get a lot of questions about how the house (or houses) fit into retirement plans. Let's address some of the more popular questions and topics. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Ep 19: Paying Off The House

2022-01-2017:13

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The Heart Of Your Money: Inspiration For Financial Wellness