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The Heart of Your Money Podcast- By JML Financial
41 Episodes
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Joe and Michael speak about the effects of long-term inflation and what that can mean for someone who is going to be entering retirement soon.Also, featuring special guest Matthew Prizzi - He is an expert in the mortgage industry & real estate space and speaks about different topics we think our listeners will take massive value from.
Joe and Michael speak about a list of things that they believe are the best ways to prepare for retirement... Including the best time to take social security and paying the least amount in taxes when you enter retirement.
Joe and Michael speak about what is smarter between getting out of debt first or would saving for their future be a better choice.
Joe and Michael speak about their 3 don'ts and go into detail on that matter, later in the episode, they speak about the best ways to protect your money in retirement and how to make sure you can lower your taxes in retirement as well
Joe and Michael bring in the new year speaking about the best tips for our listeners to start your new year off right and make sure your money is in the right places and you're making the right choices.
End of Year Do's and Don't.Michael and Joe go over Tips you should know before year end!
Joe and Michael speak about how to make sure the end of your financial year is set up correctly. They speak about when to take your RMD and correct the process around that.
Joe and Michael go over several things on their Do's and Don'ts list to make sure people take advantage of certain things or stay away from others.
Michael and Joe speak about an SDIC (Specially Designed Insurance Contract" and how they use that to help people get out of debt and allow them to have tax free income come to them later on
Michael and Joe have a conversation to help you understand as you all get closer to a well-deserved reward of your retirement years, it is critical to be awareof pitfalls that could wreck your financial security and your peace of mind.
Joe and Michael speak about their new strategy "Debt free 4 Life" and how it helps individuals get out of debt much faster than they ever thought and how they will have a tax-free cash account at the end to help them never go back into debt
Joe and Michael speak about their 3 things you must be aware of when it comes time to enter retirement... They go over not running out of money in retirement and much more
Joe and Michael have a conversation detailing how fast the debt and inflation are increasing and how that can have an affect on someone's retirement plan
Joe and his son speak on different topics to make sure your retirement is your one and only.
Joe and Michael speak about how important it is when it comes to having a retirement plan. They detail why having a plan in retirement is not only needed, but the foundation for a secure retirement
In this episode, Joe and Michael will speak about if the market suddenly takes a steep hit, how you will be prepared and have less to worry about.
Listen to Joe and Michael speak about how they think retiring simply should sound like. Where they give you a quick breakdown on their new brochure and explain what "Retire Simply" should feel like.
We discuss how new retirees can recover from crushing inflation, rate hikes and bank failures.
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/
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/
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