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 as well as how to keep your estate plan up-to-date with current law changes.  

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

Are you certain that your estate plan is up to date?&nbsp; Do you want a third party person deciding who gets your assets and family heirlooms after you pass away?&nbsp; 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 as well as how to keep your estate plan up-to-date with current law changes.&nbsp;&nbsp;
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
<ul>
<li>(480) 793-5924&nbsp; Office</li>
</ul>
<ul>
<li><a href="mailto:jerry@jwfinancialconsulting.comEmail">jerry@jwfinancialconsulting.com</a></li>
<li><a href="http://www.jwfinancialconsulting.com/?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExTzlsVUNzR3JSdEFEVVBQNXNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR7Yqxlcb8wERAPh0wixPG0ucS-G84Dv6uLDNRfztmf6L89-P13gRTuRj23VHA_aem_JGgj9cc7tjkPlBu3EEBdPA">http://www.JWFinancialconsulting.com/</a></li>
</ul>

Jerry Whitmire -  JW Financial will provide listeners with practical financial advice, industry insights, and smart strategies to enhance their financial well-being.

Jerry Whitmire - &nbsp;JW Financial will provide listeners with practical financial advice, industry insights, and smart strategies to enhance their financial well-being.

What's in Jerry's Head? - JW Financial Consulting

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

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, United States, 85209
(480) 793-5924  Office
jerry@jwfinancialconsulting.com
http://www.JWFinancialconsulting.com/

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, United States, 85209
<ul>
<li>(480) 793-5924&nbsp; Office</li>
</ul>
<ul>
<li><a href="mailto:jerry@jwfinancialconsulting.comEmail">jerry@jwfinancialconsulting.com</a></li>
<li><a href="http://www.jwfinancialconsulting.com/?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExTzlsVUNzR3JSdEFEVVBQNXNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR7Yqxlcb8wERAPh0wixPG0ucS-G84Dv6uLDNRfztmf6L89-P13gRTuRj23VHA_aem_JGgj9cc7tjkPlBu3EEBdPA">http://www.JWFinancialconsulting.com/</a></li>
</ul>

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

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 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924  Office
jerry@jwfinancialconsulting.com
http://www.JWFinancialconsulting.com/

 

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.&nbsp; Come learn some steps you can take to get a coordinated plan and what exactly that means for you.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
<ul>
<li>(480) 793-5924&nbsp; Office</li>
</ul>
<ul>
<li><a href="mailto:jerry@jwfinancialconsulting.comEmail">jerry@jwfinancialconsulting.com</a></li>
<li><a href="http://www.jwfinancialconsulting.com/?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExTzlsVUNzR3JSdEFEVVBQNXNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR7Yqxlcb8wERAPh0wixPG0ucS-G84Dv6uLDNRfztmf6L89-P13gRTuRj23VHA_aem_JGgj9cc7tjkPlBu3EEBdPA">http://www.JWFinancialconsulting.com/</a></li>
</ul>
&nbsp;

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

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 will share a couple of stumbling blocks that most never consider or overlook and how to navigate them.  

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

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?&nbsp; In this episode, you will learn about steps that should be considered on an ongoing basis before and during retirement.&nbsp; We will share a couple of stumbling blocks that most never consider or overlook and how to navigate them.&nbsp;&nbsp;
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
<ul>
<li>(480) 793-5924&nbsp; Office</li>
</ul>
<ul>
<li><a href="mailto:jerry@jwfinancialconsulting.comEmail">jerry@jwfinancialconsulting.com</a></li>
<li><a href="http://www.jwfinancialconsulting.com/?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExTzlsVUNzR3JSdEFEVVBQNXNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR7Yqxlcb8wERAPh0wixPG0ucS-G84Dv6uLDNRfztmf6L89-P13gRTuRj23VHA_aem_JGgj9cc7tjkPlBu3EEBdPA">http://www.JWFinancialconsulting.com/</a></li>
</ul>

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

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What's in Jerry's Head? - JW Financial Consulting

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