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.