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 to look for in an advisor, and the benefits of having a team and a coordinated plan tailored to your unique lifestyle and health.  It's not a one size fits all scenario.  Come and learn with us now.

 

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

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.&nbsp; We walk through the reasons why people don't meet with advisors and why they should, along with what to look for in an advisor, and the benefits of having a team and a coordinated plan tailored to your unique lifestyle and health.&nbsp; It's not a one size fits all scenario.&nbsp; Come and learn with us now.
&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 - Retirement Reality Check: Why Going It Alone Could Cost You  04-12-26

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 intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*

 

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

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.&nbsp; You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.&nbsp; *This radio show is not intended to give specific individual advice.&nbsp; It is for educational purposes only.&nbsp; Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*
&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 - Part 3 of 3, Structured Notes with Patrick Leblanc  05-16-26

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 intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*

 

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

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.&nbsp; You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.&nbsp; *This radio show is not intended to give specific individual advice.&nbsp; It is for educational purposes only.&nbsp; Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*
&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 - Part 2 of 3,  Structured Notes with Patrick Leblanc 05-09-26

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 intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*

 

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

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.&nbsp; You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.&nbsp; *This radio show is not intended to give specific individual advice.&nbsp; It is for educational purposes only.&nbsp; Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*
&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 Reality Check: Why Going It Alone Could Cost You 04-12-26

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

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