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>

Join us to learn some outside the box thinking and strategies on all things financial.  Strategic tax planning, 401k's, IRA's, Life Insurance, Annuities, Social Security, Pension Maximization, Wills and Trusts, etc.  

Every person has a unique retirement footprint that's why not everyone is successful in retirement because they don't know what information to apply to their lifestyle and cashflow.  Any many still don't know where to find that information.  We will walk through those pieces of the financial puzzle, and many more on each episode.  Come learn how to apply the financial principles and instruments to turn your retirement into a coordinated plan that fits you.

Join us to learn some outside the box thinking and strategies on all things financial.&nbsp; Strategic tax planning, 401k's, IRA's, Life Insurance, Annuities, Social Security, Pension Maximization, Wills and Trusts, etc.&nbsp;&nbsp;
Every person has a unique retirement footprint that's why not everyone is successful in retirement because they don't know what information to apply to their lifestyle and cashflow.&nbsp; Any many still don't know where to find that information.&nbsp; We will walk through those pieces of the financial puzzle, and many more on each episode.&nbsp; Come learn how to apply the financial principles and instruments to turn your retirement into a coordinated plan that fits you.

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

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.

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

Many people spend decades building their retirement savings but never address the risk that could derail it in the first few years of retirement.  Because retirement success isn’t just about how much you earn in the market… it’s about when those returns happen.  Come and see us for a complimentary review of your retirement income strategy to ensure that you have a plan that accounts for sequence of returns risk.

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

Many people spend decades building their retirement savings but never address the risk that could derail it in the first few years of retirement. &nbsp;Because retirement success isn&rsquo;t just about how much you earn in the market&hellip; it&rsquo;s about when those returns happen.&nbsp; Come and see us for a complimentary review of your retirement income strategy to ensure that you have a plan that accounts for sequence of returns risk.
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 - “The Silent Killer of Retirement Plans: Sequence of Returns Risk” 03-15-26

Join us as we discuss the mindset behind Fear or Freedom when it comes to Retirement Success.  You will learn how to have clarity and confidence as you near retirement and throughout retirement versus living in a constant state of fear, procrastination, and uncertainty.  You were meant to enjoy retirement and it all starts with having the correct outlook going into it.

 

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

Join us as we discuss the mindset behind Fear or Freedom when it comes to Retirement Success.&nbsp; You will learn how to have clarity and confidence as you near retirement and throughout retirement versus living in a constant state of fear, procrastination, and uncertainty.&nbsp; You were meant to enjoy retirement and it all starts with having the correct outlook going into it.
&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 -   “Retirement: Fear or Freedom? The Psychology Behind Financial Confidence”03-08-26

What is new and updated in the world of trusts, will, and probate? When is the last time you had your trust reviewed?  Is it the right fit for you?  Join us as we discuss how to avoid probate, update your existing trust, and much more.

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

What is new and updated in the world of trusts, will, and probate? When is the last time you had your trust reviewed?&nbsp; Is it the right fit for you?&nbsp; Join us as we discuss how to avoid probate, update your existing trust, and much more.
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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