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 does government actually plan and execute for the individual??? Almost never...so join us to learn the simple steps to creating your own plan.

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

Hop on this segment with us as we discuss what happens when people don't have a financial plan in place.&nbsp; 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.&nbsp; And how well does government actually plan and execute for the individual??? Almost never...so join us to learn the simple steps to creating your own plan.
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 - Is it Yours or the Government's Retirement Plan?  05-23-26

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 that even really a step that can be taken?  Join us as we discuss how to do that and what you can do to take those steps in your retirement plan.

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

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?&nbsp; Have you ever considered refinancing your retirement to get higher rates of return in your portfolio when rates go up?&nbsp; Is that even really a step that can be taken?&nbsp; Join us as we discuss how to do that and what you can do to take those steps in your retirement plan.
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 - Can You "REFINANCE YOUR RETIREMENT?",   06-06-26

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 will walk through why living on less isn't a strategy and what you can do now to start increasing your strategy throughout retirement.

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 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.&nbsp; Who wants to plan on living on less in retirement, and is that really a sustainable plan?? We will walk through why living on less isn't a strategy and what you can do now to start increasing your strategy throughout retirement.
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 - Planning on Living On Less in Retirement is a Race to the Bottom 05-30-26

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 - Is it Yours or the Government's Retirement Plan? 05-23-26

In 1 playlist(s)

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

Social links

Follow podcast

Recent clips