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 Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

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

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.&nbsp; Lot's of other benefits as well, so come listen and learn.
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2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 &nbsp;Office jerry@jwfinancialconsulting.com http://www.JWFinancialconsulting.com/

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 - Living Trusts....what you need to know 08-01-26

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 your retirement will work to your benefit.

Join us on this episode to find out what you can do to begin to coordinate your plan and who should be involved in those decisions, and why having a "financial quarterback", to guide all of those professionals that work with each piece of your retirement, is crucial to having a successful retirement.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

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

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.&nbsp; The earlier that you can ensure that those investments, accounts, insurances, etc., the better your retirement will work to your benefit.
Join us on this episode to find out what you can do to begin to coordinate your plan and who should be involved in those decisions, and why having a "financial quarterback", to guide all of those professionals that work with each piece of your retirement, is crucial to having a successful retirement.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 &nbsp;Office jerry@jwfinancialconsulting.com http://www.JWFinancialconsulting.com/

JW Financial - Planning Today For Tomorrow, Don't Wait Until It's Too Late  08-29-26

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 functioning properly.  Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying the proper people that will be decision makers in their estate.

Come listen in on this episode to make sure that you have these steps covered.  We are also happy to meet with you virtually or in person, to ensure that your trust is updated.  If you don't have one, we are also happy to help you get that setup as well.  

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

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

Most people understand that they need to have a Will and a Trust to keep your estate from going through the probate process.&nbsp; 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 functioning properly.&nbsp; Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying the proper people that will be decision makers in their estate.
Come listen in on this episode to make sure that you have these steps covered.&nbsp; We are also happy to meet with you virtually or in person, to ensure that your trust is updated.&nbsp; If you don't have one, we are also happy to help you get that setup as well.&nbsp;&nbsp;
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 &nbsp;Office jerry@jwfinancialconsulting.com http://www.JWFinancialconsulting.com/

JW Financial - The 5 Biggest and Most Common Mistakes in Setting Up Your Trust 08-22-26

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 various ideas and steps to protect your retirement.  Come and see us or give us a call, so we can assist you in your planning needs.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

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

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.&nbsp; Don't be that person that waits.&nbsp; Be proactive in your estate planning....it really is more simple that you may think.&nbsp; Listen in as we explain various ideas and steps to protect your retirement.&nbsp; Come and see us or give us a call, so we can assist you in your planning needs.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 &nbsp;Office jerry@jwfinancialconsulting.com http://www.JWFinancialconsulting.com/

JW Financial - Living Trusts....what you need to know 08-01-26

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

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