JW Financial - “The Silent Killer of Retirement Plans: Sequence of Returns Risk” 03-15-26

Many people spend decades building their retirement savings but never address the risk that could derail it in the first few years of retirement.  Because retirement success isn’t just about how much you earn in the market… it’s about when those returns happen.  Come and see us for a complimentary …

JW Financial - “Retirement: Fear or Freedom? The Psychology Behind Financial Confidence”03-08-26

Join us as we discuss the mindset behind Fear or Freedom when it comes to Retirement Success.  You will learn how to have clarity and confidence as you near retirement and throughout retirement versus living in a constant state of fear, procrastination, and uncertainty.  You were meant to enjoy ret…

JW Financial - “Protect Your Legacy” – Wills, Trusts & Probate Simplified 03-01-26

What is new and updated in the world of trusts, will, and probate? When is the last time you had your trust reviewed?  Is it the right fit for you?  Join us as we discuss how to avoid probate, update your existing trust, and much more. 2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209…

JW Financial - The Listeners Top Questions Answered on Air 2-22-26

On this episode, you will hear us discuss the top questions that you, the listeners, have been asking us to discuss.  These are the topics that are most important to you now.  Which of these apply to you currently and what should you do about it.  We will answer those questions on this episode.   …

JW Financial - Protecting Your Nest Egg from Market Volatility with a Coordinated Plan 02-15-26

Is your financial plan coordinated to work through the ups and downs of the market?  Will unexpected market turns completely unwind your income in retirement?  Come and listen to us discuss why you should have your current financial situation audited on a regular basis, and how to coordinate your p…

JW Financial - A Simple Way to Keep Your Assets From Going Through Probate 02-08-26

How do you feel about all of your assets becoming public knowledge to everyone and giving away your ability dictate how your belongings, assets, home, etc., are distributed??  Join us as we give you a very simple process to keep that from happening to you and your loved ones. 2500 S Power Rd #217 …

JW Financial - How to Turn the Tables on Uncle Sam and Keep More of Your Money Throughout Retirement 02-01-26

Listen to this episode to learn how you can turn the tables on Uncle Sam and utilize tax strategies, that are available to use, to keep more of what you make now and throughout your retirement. Taxes are one of the biggest killers of retirement cashflow. 2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, U…

JW Financial - Easy Steps to Protect and Pass On Your Estate to Your Heirs 01-25-26

Are you certain that your estate plan is up to date?  Do you want a third party person deciding who gets your assets and family heirlooms after you pass away?  If you said no, then you need to listen to this episode as we dive in to simple steps that can be taken to protect your estate from probate…

JW Financial - "Who wants to un-retire?" Answer: No one. Learn how to bullet proof your retirement 01-18-26

No one ever wants to un-retire, yet many people are forced to go back to work because their retirement plan wasn't coordinated and it didn't evolve along side their retirement.  Come learn some steps you can take to get a coordinated plan and what exactly that means for you. 2500 S Power Rd #217 (…

JW Financial - Retirement Reality Check and How to Update Your Plan 01-11-26

Have you given your retirement plan a "Retirement Reality Check?" Are you certain that your current retirement scenario is going securely get you through your retirement?  In this episode, you will learn about steps that should be considered on an ongoing basis before and during retirement.  We wil…