Best Joe Yocavitch Podcasts (2024)

1
How Strong Is Your Financial House 26:20

8M ago26:20

26:20

Todays episode Troy teaches you the proper way to build your financial house that will stand the test of time! This is a blueprint for financial success that enables you to withstand taxes, fee's, market risk and inflation. Want more tips on wealth strategies? Click this link to watch a Free video on how to increase cash flow and minimize taxes - h…

1
I Never Thought This Would Happen To Me With Jeff Hesser 26:28

9M ago26:28

26:28

Join me as we highlight one of my clients/friend Jeff Hesser. Jeff tells his story of how he was on top of the world, healthy, prosperous, outgoing.He thought he was invincible and nothing was ever going to happen to him. Out of nowhere he had a stroke and had to rebuild his life. His purchase of a disability insurance policy saved his life both ph…

1
Feel The Fear And Do It Anyway With Mike McBride 35:04

1y ago35:04

35:04

This episode Troy's special guest is coach Mike McBride. Mike has been a client of Shorts & Associates for over 20 years. He shares how he transformed his career from being a nationally recognized High School football coach to a nationally recognized leadership coach and speaker. Mike's father planted seeds of leadership in him as a youth and now t…

1
Hard Work, Integrity, Expertise & Reliability With Anthony Botte 21:03

1y ago21:03

21:03

In this episode Troy interviews his client Anthony Botte from A.M. Botte Residential & Commercial HVAC. Anthony has been Troy's client since 2005 and will share his journey of becoming a successful entrepreneur. Anthony explains the challenges and obstacles he had to overcome and now how he is paying it forward to the next generation. Anthony Botte…

1
The Way Of Warrior With Andres Viloria 35:42

1+ y ago35:42

35:42

Troy interviews his client Andres Viloria who brings a fresh prospective on how to turn tragedies into triumphs. It is not about what the warrior does in the battle but it's really about what the warrior does to prepare for battle! Andres Viloria Website- https://rentslayer.com/contact/ Want more tips on wealth strategies? Click this link to watch …

1
A Story Of How One Mans Dream Became Reality With Alonzo Coates 37:21

1+ y ago37:21

37:21

Troy interviews his business owner client Alonzo Coates who owns 3 different thriving businesses in Philadelphia, PA. Alonzo shares his story about how it all started with a dream. Listen to understand how he built these businesses using other peoples money, not his own. Alonzo Coates Kitchen Korners - https://kitchenkorners.com/press/ Want more ti…

1
You Can't Put A Price Tag On Good Health With Kelly Burgess 43:11

1+ y ago43:11

43:11

Troy interviews Dr. Kelly Burgess his nutritionist. Dr. Burgess helped Troy lose 50 lbs. and get off of high blood pressure and cholesterol medications. Dr. Kelly Burgess explains the truth about why most of America is overweight and obese. Kelly Burgess Information Website- www.tobetterhealthnutrition.com Facebook- https://www.facebook.com/tobette…

1
What You See Is Not What You Get 21:21

1+ y ago21:21

21:21

Troy discusses how we have all been pre programmed to see things a certain way. When we change the way we see things, what we actually see will change. Want more tips on wealth strategies? Click this link to watch a Free video on how to increase cash flow and minimize taxes - https://wealthstrategiestovalue.com/m... 🚨 WATCH THE PODCAST ➡️ https://y…

1
Taxes, Market Volatility, & Guaranteed Income With Joe Yocavitch 34:24

1+ y ago34:24

34:24

On this episode Troy interviews Joe Yocavitch who has authored 4 books which are Getting Down The Mountain, The Heart of Your Money, Wealth Beyond Taxes and Bullet Proof Your Retirement. Troy and Joe discuss the financial plan that accounts for increasing taxes, market volatility and guaranteed income. Joe Yocavitch Book Links The Heart Of Your Mon…

1
How Wealthy People Use Cash Value Life Insurance As A Living Benefit Not A Death Benefit 17:57

1+ y ago17:57

17:57

In this episode Troy explains how you can acquire cash value life insurance with no additional out of pocket cost, and use the cash value to buy rental property then use the policy as a tax free retirement income stream. Book an appointment with me here - https://calendly.com/wealthstrategies... Click this link to learn how to increase cash flow an…

1
There Is Power In Your Family Name! 18:28

2y ago18:28

18:28

In this episode Troy talks about the importance of your family legacy. If today was your last day on earth, what is your legacy to your family? Book an appointment with me here - https://calendly.com/wealthstrategies... Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m... 🚨 S…

1
The Power Of Purpose 27:24

2y ago27:24

27:24

In this episode of Wealth Strategies To Value Troy discusses the power of purpose. We go over some examples of some clients that are living out their purpose and how you can as well. Book an appointment with me here - https://calendly.com/wealthstrategies... Click this link to learn how to increase cash flow and minimize taxes in retirement - https…

1
The Infinite Banking Concept Explained With Lesley Batson Part 2 34:49

2y ago34:49

34:49

Special guest Lesley Batson from Orlando, Florida joins Troy for part 2 of infinite banking concept explained. Troy & Lesley get down into the details of how index universal life and whole life are different. Book an appointment with me here - https://calendly.com/wealthstrategies... Click this link to learn how to increase cash flow and minimize t…

1
The Three Types Of Wealth 9:13

2y ago9:13

9:13

Troy outlines the 3 types of wealth. Accumulative wealth, lifestyle wealth and transferred wealth. Book an appointment with me here - https://calendly.com/wealthstrategies... Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m... 🚨 SUBSCRIBE ➡️ https://youtube.com/channel/UCInw…

1
If What You Thought Was True, Turned Out Not To Be True, When Would You Want To Know About it? 17:06

2y ago17:06

17:06

In this episode Troy shares a story about a client. Troy helped to discover the truth about his retirement investment. Book an appointment with me here - https://calendly.com/wealthstrategiestovalue/strategy Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m... 🚨 SUBSCRIBE ➡️ …

1
Will Social Security Survive The Baby Boomers & The Gen Xers? 15:33

2y ago15:33

15:33

Troy explains how the government, Wall street and the banks will not be able to fix what's about to happen in this country. Book an appointment with me here - https://calendly.com/wealthstrategiestovalue/strategy Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/m... 🚨 SUBSCRIB…

1
Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong 14:35

2+ y ago14:35

14:35

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/

1
The Infinite Banking Concept Explained With Lesley Batson 29:29

2+ y ago29:29

29:29

Special guest Lesley Batson from Orlando, Florida joins Troy on the podcast. They take a deep dive into how the infinite banking strategy can work for you. Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/morecashflow48954885 🚨 SUBSCRIBE ➡️ https://youtube.com/channel/UCInwRoJ…

1
Ep 22: Retirement Potpourri: Fill In The Blank 17:54

2+ y ago17:54

17:54

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/

1
Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement 18:30

2+ y ago18:30

18:30

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…

1
Average Vs. Actual ROR 9:45

2+ y ago9:45

9:45

Troy dives deep into the "Wall Street Trick" he discusses the myths and truths on average vs. actual rate of return. Click this link to learn how to use levarge, liquidity and control to reduce , minimize and eliminate taxes in your financial future --> https://wealthstrategiestovalue.com/morecashflow48954885 Support the Show.…

1
Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone 15:26

2+ y ago15:26

15:26

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/

1
Ep 19: Paying Off The House 17:13

2+ y ago17:13

17:13

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/

1
Ep 18: Long Term Care 14:04

2+ y ago14:04

14:04

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 …

1
Cash Flow Killers 18:31

2+ y ago18:31

18:31

In episode 28 of Wealth Strategies To Value, Troy shows you how banks make money, not how banks want you to make money. Banks own the blueprint to leverage, liquidity and control. (L.L.C) Support the Show.By Troy Shorts Sr.

1
Ep 17: Risk Tolerance 14:27

2+ y ago14:27

14:27

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 a…

1
Are You Upside In Your 401K? 7:44

2+ y ago7:44

7:44

Episode 27 of Wealth Strategies To Value Troy explains how some people are upside down in their 401K and they do not even know it! Support the Show.By Troy Shorts Sr.

1
Ep 16: 401(k) Rollovers 12:18

2+ y ago12:18

12:18

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 implica…

1
What's The Best Year To Take Your Social Security? 9:50

2+ y ago9:50

9:50

80% of America takes their social security to their dedrament and don't even realize it. They've lost thousands and thousands in benefits. Troy explains how some simple economic strategies put 300k in clients pocket in retirement. Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.c…

1
Biden Raises Taxes On The Middle Class 6:14

2+ y ago6:14

6:14

In episode 25 of Wealth Strategies To Value Troy discusses some myths that the government is putting out concerning taxes on the middle class. Click this link to learn how to increase cash flow and minimize taxes in retirement - https://wealthstrategiestovalue.com/morecashflow48954885 Support the Show.…

1
Ep 15: Traditional Vs. Roth 15:40

2+ y ago15:40

15:40

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/

1
Ep 14: Are You Ready To Retire? 14:00

2+ y ago14:00

14:00

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: …

1
Sequence Of Return Risk 7:05

3y ago7:05

7:05

The risk of recieving lower or negative returns early in a period when withdrawals are made from an investment portfolio is known as sequence of return risk. If you are taking withdrawals from your portfolio, the order or the sequence of investment returns can significantly impact your portfolios overall value. Click this link for the free video to…

1
Ep 13: Annuities - What You Really Need To Know 29:51

3y ago29:51

29:51

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 o…

1
Ep 12: Busting Social Security Myths 20:40

3y ago20:40

20:40

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/…

1
Do You Have A Plan To Protect The Equity In Your Home? 11:45

3y ago11:45

11:45

In todays episode Troy will show you how to have a home equity protection plan that will provide you leverage, liquidity and control. Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885 Support the Show.…

1
Which Mortgage Term Is Best For Me? 15 vs 30 years? 11:42

3y ago11:42

11:42

Todays episode takes a scientific approach to understanding which mortgage term is best and why banks prefer you to have one over another. Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885 Support the Show.…

1
Ep 11: Not Your Father's Retirement 18:27

3y ago18:27

18:27

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

1
Another Example Of How Traditional Financial Planning Has Failed My Client! 5:51

3y ago5:51

5:51

Troy shares an example of how his 60+ year old client was told to do financial strategies that he believed would work. Troy exposes the extreme ineffiency of old time planning and shares a great solution that allows his client to maximize his cashflow in retirement and leave a legacy for his family. Click this link for the free video to learn how t…

1
Ep 10: Three Worlds Of Money 16:01

3y ago16:01

16:01

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

1
Take Action You'll Never Lose GEM Guarnteed! 8:02

3y ago8:02

8:02

Take time to write out ways to live the GEM lifestyle. Take action today! Click this link for the free video to learn how to reduce, minimize and eliminate your taxes in retirement https://wealthstrategiestovalue.com/morecashflow48954885 Support the Show.By Troy Shorts Sr.

1
Where Your Money Is Located Is More Important Than What It Earns 15:22

3y ago15:22

15:22

Troy discusses how the future of interest rates, stock market, taxes, housing market and bitcoin are not predictable. However what if there are strategies that will allow you to never be hurt by these things that are out of our control. Support the Show.By Troy

1
Ep 9: Uncommon Sense 15:30

3y ago15:30

15:30

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

1
Ep 8: Non-Correlated Income 10:59

3y ago10:59

10:59

Sometimes it’s important to really breakdown a financial buzzword. Non-Correlated Income qualifies as a worthy concept to explore and something that every retiree and pre-retiree should understand. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

1
Sticks and Bricks, Is It Worth It? 19:00

3y ago19:00

19:00

Troy dispells some myths regarding mortgage debt. He is not saying do not pay off your house. He is saying do not pay it off to the bank. Support the Show.By Troy Shorts

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Ep 7: How to Find Right Advisor 12:51

3y ago12:51

12:51

You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some common misconceptions on this episode and clarify some…

1
Ep 6: Legacy And Estate Planning 10:33

3y ago10:33

10:33

When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the elements that make up this type of planning and why you should continually make sure these documents…

1
Ep 5: Health Care Planning 18:28

3y ago18:28

18:28

It's no secret that the cost of healthcare only continues to rise each year, but we need to be proactive and plan for these costs. That's why we decided to dedicate an entire episode to explain the common healthcare costs in retirement and why it's crucial to update your important documents like a will, or beneficiary designations. Contact Info: Ca…

1
Ep 4: Tax Planning 16:08

3y ago16:08

16:08

Every year we are required to file our taxes, but many people overlook tax planning for the future. Joe and Mike talk to us today about the importance of having a tax-efficient plan and some strategies they use in their practice. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/…