What's in Jerry's Head? - JW Financial Consulting copertina

What's in Jerry's Head? - JW Financial Consulting

What's in Jerry's Head? - JW Financial Consulting

Di: Jerry Whitmire
Ascolta gratuitamente

Join us to learn some outside the box thinking and strategies on all things financial. Strategic tax planning, 401k's, IRA's, Life Insurance, Annuities, Social Security, Pension Maximization, Wills and Trusts, etc.

Every person has a unique retirement footprint that's why not everyone is successful in retirement because they don't know what information to apply to their lifestyle and cashflow. Any many still don't know where to find that information. We will walk through those pieces of the financial puzzle, and many more on each episode. Come learn how to apply the financial principles and instruments to turn your retirement into a coordinated plan that fits you.

 Economia Finanza personale Gestione e leadership Management
Episodi
  • JW Financial - 3 Things That Dramatically Affect Your Retirement Today...09-19-26

    JW Financial - 3 Things That Dramatically Affect Your Retirement Today...09-19-26
    Sep 19 2026

    It's better to be reminded than taught. We know that you know about these 3 factors that are working against you in retirement, but do you know what to do about them. Knowing about them, and not doing anything about them, is the same as not knowing about them at all. After listening to this episode, you won't be left wondering what to do... reach out to us and let us help you know exactly how you are set up for your retirement and if it's the right plan for you.

    2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

    (480) 793-5924 Office
    jerry@jwfinancialconsulting.com
    http://www.JWFinancialconsulting.com/

    Support the Show: https://jwfinancialconsulting.com/

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    28 min
  • JW Financial - Did Your Retirement Plan Change/ Adapt to the Tax Law Changes? 09-12-26

    JW Financial - Did Your Retirement Plan Change/ Adapt to the Tax Law Changes? 09-12-26
    Sep 12 2026

    If you are in or near retirement, how do you know if your your retirement plan is adapting to tax law changes? Do you know what to do to make those changes work for you instead of against you? On this episode, we will discuss what some of those changes are and what you should be doing about it.

    As always, we are here to assist you with your plans. By listening to this episode, you are entitled to a free financial review by one of our team members so that you know exactly where you are at in your planning setup. We look forward to hearing from you.

    2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

    (480) 793-5924 Office
    jerry@jwfinancialconsulting.com
    http://www.JWFinancialconsulting.com/

    Support the Show: https://jwfinancialconsulting.com/

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    28 min
  • JW Financial - Will Your Retirement Survive the Ups and Downs of the Market 09-05-26

    JW Financial - Will Your Retirement Survive the Ups and Downs of the Market 09-05-26
    Sep 5 2026

    How do you know if your Retirement accounts will survive the ups and downs of the market? Is there a way to insure your retirement from the downs and still participate in the ups? Are there strategies that work in both up and down markets?

    On today's show, we discuss all of this and more. The steps you should consider to protect yourself and your estate throughout the entirety of your retirement. Be sure and share this episode with anyone you know that needs to understand how to secure their retirement.

    2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

    (480) 793-5924 Office
    jerry@jwfinancialconsulting.com
    http://www.JWFinancialconsulting.com/

    Support the Show: https://jwfinancialconsulting.com/

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    28 min
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