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

Those that understand how to navigate market volatility in retirement or leading up to retirement, are probably utilizing one or more of the concepts that we will discuss on this episode.  Take a listen to see if you are utilizing any of these concepts, and if you aren't, give us a call so we can assist you in making any course corrections in your retirement planning.

 

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

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

Those that understand how to navigate market volatility in retirement or leading up to retirement, are probably utilizing one or more of the concepts that we will discuss on this episode.&nbsp; Take a listen to see if you are utilizing any of these concepts, and if you aren't, give us a call so we can assist you in making any course corrections in your retirement planning.
&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 - Navigating Market Volatility in Retirement,  08-08-26

In this episode you will learn why it is important to make sure your financial plan is able to grow and adapt as your life grows and changes.  What worked for you years ago, may not work or be working for you now.  Come learn what to look for and what some of your options may be....

 

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

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

In this episode you will learn why it is important to make sure your financial plan is able to grow and adapt as your life grows and changes.&nbsp; What worked for you years ago, may not work or be working for you now.&nbsp; Come learn what to look for and what some of your options may be....
&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 - Is Your Plan Able to Adapt with Your Life??  07-25-26

Is your retirement plan built to weather any market condition, political changes, world economic shifts, etc.....  if not, make sure and listen to this episode to learn what you can do to change your view and gain some confidence that you have more control over your finances that you may think....

 

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

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

Is your retirement plan built to weather any market condition, political changes, world economic shifts, etc.....&nbsp; if not, make sure and listen to this episode to learn what you can do to change your view and gain some confidence that you have more control over your finances that you may think....
&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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