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…

JW Financial - Navigating Market Volatility in Retirement, 08-08-26

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 a…

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

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 Po…

JW Financial - Is Your Plan Able to Adapt with Your Life?? 07-25-26

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 Powe…