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.
&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/

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

Join us to learn why you should have your Medicare plan audited every year.  We interview 2 Top Medicare Agents to learn from them about new updates, insights, and more with Medicare this year.

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 to learn why you should have your Medicare plan audited every year.&nbsp; We interview 2 Top Medicare Agents to learn from them about new updates, insights, and more with Medicare this year.
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 - Medicare Updates, Insights, and More, Make Sure You are in the Know  09-26-26

It's better to be reminded than taught.  We know that you know about these 3 factors that are working against you in retirement, but do you know what to do about them.  Knowing about them, and not doing anything about them, is the same as not knowing about them at all.  After listening to this episode, you won't be left wondering what to do... reach out to us and let us help you know exactly how you are set up for your retirement and if it's the right plan 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/

It's better to be reminded than taught.&nbsp; We know that you know about these 3 factors that are working against you in retirement, but do you know what to do about them.&nbsp; Knowing about them, and not doing anything about them, is the same as not knowing about them at all.&nbsp; After listening to this episode, you won't be left wondering what to do... reach out to us and let us help you know exactly how you are set up for your retirement and if it's the right plan for you.
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 -   3 Things That Dramatically Affect Your Retirement Today...09-19-26

If you are in or near retirement, how do you know if your your retirement plan is adapting to tax law changes?  Do you know what to do to make those changes work for you instead of against you? On this episode, we will discuss what some of those changes are and what you should be doing about it.

As always, we are here to assist you with your plans.  By listening to this episode, you are entitled to a free financial review by one of our team members so that you know exactly where you are at in your planning setup.  We look forward to hearing from you.

 

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

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

If you are in or near retirement, how do you know if your your retirement plan is adapting to tax law changes?&nbsp; Do you know what to do to make those changes work for you instead of against you? On this episode, we will discuss what some of those changes are and what you should be doing about it.
As always, we are here to assist you with your plans.&nbsp; By listening to this episode, you are entitled to a free financial review by one of our team members so that you know exactly where you are at in your planning setup.&nbsp; We look forward to hearing from you.
&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 - 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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