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/

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/

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/

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: https://jmlfinancialgroup.com/

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: https://jmlfinancialgroup.com/

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: https://jmlfinancialgroup.com/

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: https://jmlfinancialgroup.com/

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: https://jmlfinancialgroup.com/

There is so much confusion about annuities and the role that they can or should play as part of your retirement plan. This episode, we'll cover the four main types of annuities, talk about how Joe and Michael use them at JML Financial Group, and try to bring some clarity to a controversial subject. To learn more about fixed index annuities, check out this special report: https://bit.ly/3zDS7ps Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Deciding how to take Social Security is one of the most important choices you'll make when you retire. On this episode, we'll break down five common Social Security myths so you can make sure you're making the proper decisions with your financial plan. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/