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The Heart Of Your Money

  • The Effects of Long Term Inflation, Featuring Special Guest Matthew Prizzi

    15 APR 2024 · 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.
    22m 40s
  • A hard to understand plan, made easy.

    8 APR 2024 · 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.
    19m 30s
  • Is it smarter to pay off debt first, or save for your future?

    28 FEB 2024 · Joe and Michael speak about what is smarter between getting out of debt first or would saving for their future be a better choice.
    16m 22s
  • JML's 3 don'ts and how to make sure your retirement is the most successful

    1 FEB 2024 · 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
    30m 31s
  • The smartest financial way to start your 2024

    17 JAN 2024 · 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.
    16m 30s
  • End of Year Do's and Don't.

    14 DEC 2023 · End of Year Do's and Don't. Michael and Joe go over Tips you should know before year end!
    20m 31s
  • Making sure your RMD is checked off

    22 NOV 2023 · 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.
    16m 2s
  • Our Fall DO's and DON'TS

    16 NOV 2023 · 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.
    19m 19s
  • What an SDIC is and how we use it to benefit your financial future

    27 OCT 2023 · 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
    18m 54s
  • 5 Mistakes to Avoid in Retirement

    4 OCT 2023 · 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 aware of pitfalls that could wreck your financial security and your peace of mind.
    18m 27s
The Heart of Your Money Podcast- By JML Financial
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