What's in Jerry's Head? - JW Financial Consulting
JW Financial - Planning Today For Tomorrow, Don't Wait Until It's Too Late 08-29-26
Most people have put together many different pieces to their retirement and yet, they still don't know how they work and more importantly, how to make those pieces work together in a coordinated plan. The earlier that you can ensure that those investments, accounts, insurances, etc., the better yo…
27:59
JW Financial - The 5 Biggest and Most Common Mistakes in Setting Up Your Trust 08-22-26
Most people understand that they need to have a Will and a Trust to keep your estate from going through the probate process. So they look for solutions online or ask a friend and duplicate what they did and get a trust and then they don't take the next steps to make sure that their trust is functi…
28:00
JW Financial - Protecting Your Life, Money, and Retirement Before It's Too Late 08-15-26
Don't wait until something major happens to make the necessary steps to protect your life and estate because often when that happens, it's too late. Don't be that person that waits. Be proactive in your estate planning....it really is more simple that you may think. Listen in as we explain vario…
27:59
JW Financial - Navigating Market Volatility in Retirement, 08-08-26
Those that understand how to navigate market volatility in retirement or leading up to retirement, are probably utilizing one or more of the concepts that we will discuss on this episode. Take a listen to see if you are utilizing any of these concepts, and if you aren't, give us a call so we can a…
27:59
JW Financial - Living Trusts....what you need to know 08-01-26
Why a Living Trust is one of the most misunderstood retirement planning tools and why most people between ages 55-70 really should be utilizing them to protect their estate from probate, and keep things organized and private. Lot's of other benefits as well, so come listen and learn. 2500 S Po…
28:00
JW Financial - Is Your Plan Able to Adapt with Your Life?? 07-25-26
In this episode you will learn why it is important to make sure your financial plan is able to grow and adapt as your life grows and changes. What worked for you years ago, may not work or be working for you now. Come learn what to look for and what some of your options may be.... 2500 S Powe…
28:00
JW Financial - Is Your Retirement Built to Weather Today's Market and Economy?? 07-18-26
Is your retirement plan built to weather any market condition, political changes, world economic shifts, etc..... if not, make sure and listen to this episode to learn what you can do to change your view and gain some confidence that you have more control over your finances that you may think.... …
27:59
JW Financial - Let's talk Women in Retirement.......07-11-26
Join us as we discuss the world of being a woman in retirement. What do you do? How do you handle the loss of a spouse? How do you manage your estate, taxes, lawyers, trusts, etc..... Come learn some important steps you can take to prepare for retirement and beyond and all the things that come …
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JW Financial - What's in Jerry's Head 07-04-26 - Spotlight on AZ interview
Join us as we are interviewed on Spotlight Arizona to learn more about who we are and where we come from, and why we are passionate about what we do.
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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…
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