What's in Jerry's Head? - JW Financial Consulting
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.
Episodes
Most people think that retirement is all about spreadsheets, stress, and sacrifice. Another day, another dollar....if you've said that then you are probably doing it wrong. Join us on this show as we walk you through how you can flip the script on your retirement so that is becomes about freedom, purpose, and enjoyment.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Offic...
The Baby Boomer Generation Retirement Wave is the biggest wealth transfer in our lifetime. Will your money last as long as you do? Do you know if it is positioned in the right places to ensure cashflow throughout retirement? Join us as we walk through the steps you need to take to fortify your retirement and gain clarity in your plan.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480)...
What if the biggest threats to your retirement weren’t the stock market… but taxes, poor planning, and missed opportunities? Retirement isn’t just about how much money you have… it’s about how efficiently you manage it. Two retirees with identical portfolios can experience dramatically different outcomes depending on planning. Call us to schedule ...
Many people spend decades building their retirement savings but never address the risk that could derail it in the first few years of retirement. Because retirement success isn’t just about how much you earn in the market… it’s about when those returns happen. Come and see us for a complimentary review of your retirement income strategy to ensure that you have a plan that accounts for sequence of retu...
Join us as we discuss the mindset behind Fear or Freedom when it comes to Retirement Success. You will learn how to have clarity and confidence as you near retirement and throughout retirement versus living in a constant state of fear, procrastination, and uncertainty. You were meant to enjoy retirement and it all starts with having the correct outlook going into it.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, Unit...
What is new and updated in the world of trusts, will, and probate? When is the last time you had your trust reviewed? Is it the right fit for you? Join us as we discuss how to avoid probate, update your existing trust, and much more.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
On this episode, you will hear us discuss the top questions that you, the listeners, have been asking us to discuss. These are the topics that are most important to you now. Which of these apply to you currently and what should you do about it. We will answer those questions on this episode.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
Is your financial plan coordinated to work through the ups and downs of the market? Will unexpected market turns completely unwind your income in retirement? Come and listen to us discuss why you should have your current financial situation audited on a regular basis, and how to coordinate your plan based on your current financial needs.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924&...
How do you feel about all of your assets becoming public knowledge to everyone and giving away your ability dictate how your belongings, assets, home, etc., are distributed?? Join us as we give you a very simple process to keep that from happening to you and your loved ones.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
Listen to this episode to learn how you can turn the tables on Uncle Sam and utilize tax strategies, that are available to use, to keep more of what you make now and throughout your retirement. Taxes are one of the biggest killers of retirement cashflow.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
Are you certain that your estate plan is up to date? Do you want a third party person deciding who gets your assets and family heirlooms after you pass away? If you said no, then you need to listen to this episode as we dive in to simple steps that can be taken to protect your estate from probate as well as how to keep your estate plan up-to-date with current law changes.
2500 S Power Rd #217 (Bldg. 7), Mesa...
No one ever wants to un-retire, yet many people are forced to go back to work because their retirement plan wasn't coordinated and it didn't evolve along side their retirement. Come learn some steps you can take to get a coordinated plan and what exactly that means for you.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
Have you given your retirement plan a "Retirement Reality Check?" Are you certain that your current retirement scenario is going securely get you through your retirement? In this episode, you will learn about steps that should be considered on an ongoing basis before and during retirement. We will share a couple of stumbling blocks that most never consider or overlook and how to navigate them.
2500 S Power R...
In this episode you will learn how to utilize your home to advance your financial future. What is a reverse mortgage? How does it fit into your personal financial plan? What are the myths and misunderstandings around a reverse mortgage? Why should you consider looking into a reverse mortgage for your financial future? This episode will give you another tool in your tool chest to consider going into your fina...
You've worked hard in order to have a great retirement and now it's time to retire. How do you know if all the things you worked so hard for are going to work for your benefit in retirement? 401k, IRA's, Health Insurance, Medicare, Investments, Etc. Listen to this episode to find out how these pieces work together and what you can do about it.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, ...
What would you do if your spouse suddenly passed away? Do you know how to navigate your financial life if they are gone? What do you do next? Finances should be the least of your worries in those moments. Jump into this show and learn what you should have in place to navigate the loss of a loved one and how to make that process as simplified as possible.
2500 S Power Rd ...
Do you know exactly how the Financial Markets affect your retirement plan? Why do some plans weather the ups and downs of the market, while some fall so quickly? You will learn some crucial points to consider in your retirement plan to mitigate that swings in the market.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
Who is quarterbacking your financial plan? Who is making sure that your CPA, Estate Attorney, Financial Advisor, Insurance Agent, etc. are all on the same page as you with your retirement? Come listen to this episode to learn why you should have a quarterback guiding your retirement plan.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
What are the unkown stumbling blocks that exist in retirement that your financial professionals generally don't warn you about? Here's a hint: They're not all financial stumbling blocks. Make sure and listen to this episode to learn what some of those stumbling blocks are and what to do about them.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office <...
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