JW Financial - Can You "REFINANCE YOUR RETIREMENT?", 06-06-26

Is it possible to refinance your retirement?? When rates go down, we always think of refinancing home loans, car loans, credit cards, etc., but what happens when rates go up?  Have you ever considered refinancing your retirement to get higher rates of return in your portfolio when rates go up?  Is …

JW Financial - Planning on Living On Less in Retirement is a Race to the Bottom 05-30-26

Join us on this episode where we examine how the idea of not "needing as much to live on" in retirement is one of the biggest misconceptions there is in today's America. Really think about that statement.  Who wants to plan on living on less in retirement, and is that really a sustainable plan?? We…

JW Financial - Is it Yours or the Government's Retirement Plan? 05-23-26

Hop on this segment with us as we discuss what happens when people don't have a financial plan in place.  It's either you be proactive and create your own financial plan with a team of professionals to assist you or,............. it usually defaults to the governments retirement plan.  And how well…

JW Financial - Part 3 of 3, Structured Notes with Patrick Leblanc 05-16-26

Part 3 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intende…

JW Financial - Part 2 of 3, Structured Notes with Patrick Leblanc 05-09-26

Part 2 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intende…

JW Financial - Part 1 of 3, Structured Notes with Patrick Leblanc 05-02-26

Part 1 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intende…

JW Financial - How to Insure Your Retirement without Taking on More Risk 04-25-26

This episode focuses on helping pre-retirees and retirees navigate market volatility by shifting from growth-focused investing to building reliable income streams. We explain how indexed annuities can provide protected growth and guaranteed lifetime income, helping ensure you don’t outlive your mon…

JW Financial - Taking Personal Responsibility For Your Money 04-19-26

This episode explores the massive wave of baby boomers entering retirement and the critical need they have to take responsibility to turn savings into reliable, lifelong income. We highlight the biggest risks retirees face—outliving their money, market volatility, and rising taxes—and explain how t…

JW Financial - Retirement Reality Check: Why Going It Alone Could Cost You 04-12-26

On this episode, you will learn why those that choose to go at retirement alone, could be costing themselves tens of thousands, if not, hundreds of thousands of dollars throughout their retirement.  We walk through the reasons why people don't meet with advisors and why they should, along with what…

JW Financial - Retirement Made Simple: Building the Life You Actually Want 04-05-26

Most people think that retirement is all about spreadsheets, stress, and sacrifice.  Another day, another dollar....if you've said that then you are probably doing it wrong.  Join us on this show as we walk you through how you can flip the script on your retirement so that is becomes about freedom,…