• Candy Corn and the 401(k)

  • 2024/10/22
  • 再生時間: 14 分
  • ポッドキャスト

Candy Corn and the 401(k)

  • サマリー

  • Joe Yocavitch from JML Financial Group with new host, Kevin McAlpin, discuss various aspects of financial planning, particularly focusing on retirement strategies such as Roth IRAs and 401ks and how it relates to Halloween and candy corn. The discussion also touches on personal anecdotes, community engagement, and the importance of proactive financial management. Joe emphasizes the significance of understanding RMDs and the potential tax implications for retirees, while also sharing insights on how to maintain a stable standard of living in retirement.

    Ready to connect with Joe? Click here to get started.

    See omnystudio.com/listener for privacy information.

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あらすじ・解説

Joe Yocavitch from JML Financial Group with new host, Kevin McAlpin, discuss various aspects of financial planning, particularly focusing on retirement strategies such as Roth IRAs and 401ks and how it relates to Halloween and candy corn. The discussion also touches on personal anecdotes, community engagement, and the importance of proactive financial management. Joe emphasizes the significance of understanding RMDs and the potential tax implications for retirees, while also sharing insights on how to maintain a stable standard of living in retirement.

Ready to connect with Joe? Click here to get started.

See omnystudio.com/listener for privacy information.

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