JW Financial - 10 Retirement Problems You Need to Solve Before You Retire 10-17-26

If you're within five years of retirement, we'd encourage you to stop looking at retirement as a finish line. Start looking at it as a financial transition. You're transitioning from earning a paycheck to creating a paycheck. From accumulating assets to distributing assets. From employment-based he…

JW Financial - Stop Your Mortgage From Working Against Your Part 2 10-10-26

Join us for part 2 of this series on making your mortgage work for you and not against you and how it should fit into your overall financial plan.  You don't want to miss this episode or our previous episode. 2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209 (480) 793-5924  Office je…

JW Financial - Is Your Mortgage Working Against You?? Come Learn How to Change That10-03-26

Join us as we discuss the best way to change how your mortgage from working against you into making it work for you.  Many people stress out over that recurring, big monthly payment without knowing there is a better way to pay off that loan and have it work to their advantage.  Join us on this epis…

JW Financial - Medicare Updates, Insights, and More, Make Sure You are in the Know 09-26-26

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@jwfinancial…

JW Financial - 3 Things That Dramatically Affect Your Retirement Today...09-19-26

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 epis…

JW Financial - Did Your Retirement Plan Change/ Adapt to the Tax Law Changes? 09-12-26

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. A…

JW Financial - Will Your Retirement Survive the Ups and Downs of the Market 09-05-26

How do you know if your Retirement accounts will survive the ups and downs of the market?  Is there a way to insure your retirement from the downs and still participate in the ups?  Are there strategies that work in both up and down markets?   On today's show, we discuss all of this and more.  The…

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

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 yo…

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

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 functi…

JW Financial - Protecting Your Life, Money, and Retirement Before It's Too Late 08-15-26

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 vario…