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

Offerte di stagione | 0,99 €/mese per i primi 3 mesi

A seguire 9,99 €/mese – si applicano condizioni. Puoi disdire mensilmente.
A proposito di questo titolo

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 - Before the Ball Drops, Review Your Retirement Plan 11-07-26

    JW Financial - Before the Ball Drops, Review Your Retirement Plan 11-07-26
    Nov 7 2026

    Don't just review what your money did. Review what your money is supposed to do next.

    Your retirement deserves a plan built around:

    Safety.

    Income.

    Taxes.

    Growth.

    And protecting the people you care about.

    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 - Five Things that Pre-Retirees Do That Will De-Rail Their Retirement10-31-26

    JW Financial - Five Things that Pre-Retirees Do That Will De-Rail Their Retirement10-31-26
    Oct 31 2026

    If you're within five years of retirement, this is the time to take a serious look at your plan.

    Ask the questions.

    Stress-test the strategy.

    Coordinate the moving pieces.

    And make sure your money isn't simply invested...

    but actually positioned to support the life you want to live in 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
  • JW Financial - Your Retirement Doesn't Come With a Tax-Free Pass 10-24-26

    JW Financial - Your Retirement Doesn't Come With a Tax-Free Pass 10-24-26
    Oct 24 2026

    The goal is: Build the assets. Create the income. Manage the downside risk. And plan for the taxes. Because retirement isn't just about how much money you have. It's about how much income you can create...how long it can last...how much risk you're taking...and how much you actually get to keep.

    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
adbl_web_anon_alc_button_suppression_t1
Ancora nessuna recensione