JW Financial - Expert Interview on Trusts and Wills 06-27-26

Hop on this episode to listen to an expert in wills and trusts as he shares insights into all things pertaining to wills and trusts.  Learn how to protect yourself and your loves ones from the pain and cost of the probate process and how simple it can be to remedy it before it happens to you and yo…

JW Financial - Protect What You Built Before Life Decides It For You!! 06-20-26

Protect your family, your money, and your retirement income BEFORE life gets chaotic and throws the inevitable punches at you. Nothing can derail income or retirement than NOT having a plan and structure in place over your estate BEFORE something happens to you or your family.  Come learn what to d…

JW Financial - Selling Your Business Without Getting Crushed by Taxes 06-13-26

You've spent decades building your business--don't accidentally give away a HUGE portion of the sale because nobody helped you prepare early enough. 2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209 (480) 793-5924  Office jerry@jwfinancialconsulting.com http://www.JWFinancialconsultin…

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…