JW Financial - Guest Josh Goldberg, Reverse Mortgage Specialist 01-04-26

In this episode you will learn how to utilize your home to advance your financial future.  What is a reverse mortgage? How does it fit into your personal financial plan?  What are the myths and misunderstandings around a reverse mortgage?  Why should you consider looking into a reverse mortgage for…

JW Financial - The Retirement Plan Puzzle, Do Your Puzzle Pieces Fit Your Plan? 12-27-25

    You've worked hard in order to have a great retirement and now it's time to retire.  How do you know if all the things you worked so hard for are going to work for your benefit in retirement?  401k, IRA's, Health Insurance, Medicare, Investments, Etc.  Listen to this episode to find out how the…

JW Financial - How Do You Navigate the Death of a Spouse/Loved One 12-20-25

    What would you do if your spouse suddenly passed away?  Do you know how to navigate your financial life if they are gone?  What do you do next?   Finances should be the least of your worries in those moments.  Jump into this show and learn what you should have in place to navigate the loss of a…

JW Financial - How The Markets Influence Your Retirement Strategy and Why it Matters 12-13-25

  Do you know exactly how the Financial Markets affect your retirement plan?  Why do some plans weather the ups and downs of the market, while some fall so quickly?   You will learn some crucial points to consider in your retirement plan to mitigate that swings in the market.   2500 S Power Rd #21…

JW Financial - What's in Jerry's Head 12-06-25

     2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209Address (480) 793-5924Mobile jerry@jwfinancialconsulting.comEmail  http://www.JWFinancialconsulting.com/

JW Financial - What's in Jerry's Head 11-29-25

     2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209Address (480) 793-5924Mobile jerry@jwfinancialconsulting.comEmail  http://www.JWFinancialconsulting.com/