Ep 16: 401(k) Rollovers
The Heart Of Your Money: Inspiration For Financial Wellness
Release Date: 11/23/2021
Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong
The Heart Of Your Money: Inspiration For Financial Wellness
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:
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Ep 22: Retirement Potpourri: Fill In The Blank
The Heart Of Your Money: Inspiration For Financial Wellness
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:
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Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
The Heart Of Your Money: Inspiration For Financial Wellness
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: Contact Info: Call: (856)-751-1771 Website:
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Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone
The Heart Of Your Money: Inspiration For Financial Wellness
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:
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Ep 19: Paying Off The House
The Heart Of Your Money: Inspiration For Financial Wellness
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:
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Ep 18: Long Term Care
The Heart Of Your Money: Inspiration For Financial Wellness
Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid planning for it altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can. Contact Info: Call: (856)-751-1771 Website:
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Ep 17: Risk Tolerance
The Heart Of Your Money: Inspiration For Financial Wellness
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight with how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it's vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits all plan. Contact Info: Call: (856)-751-1771 Website:
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Ep 16: 401(k) Rollovers
The Heart Of Your Money: Inspiration For Financial Wellness
The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety, investment options, tax implications, and much more. Contact Info: Call: (856)-751-1771 Website:
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Ep 15: Traditional Vs. Roth
The Heart Of Your Money: Inspiration For Financial Wellness
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are. Contact Info: Call: (856)-751-1771 Website:
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Ep 14: Are You Ready To Retire?
The Heart Of Your Money: Inspiration For Financial Wellness
A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns. Contact Info: Call: (856)-751-1771 Website:
info_outlineThe 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety, investment options, tax implications, and much more.
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/