What's in Jerry's Head? - JW Financial Consulting

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
h...

Join us as we discuss the world of being a woman in retirement.  What do you do?  How do you handle the loss of a spouse?  How do you manage your estate, taxes, lawyers, trusts, etc.....  Come learn some important steps you can take to prepare for retirement and beyond and all the things that come along with it..

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

(480) 793-5924  Office
jerry...

Hop on this episode to listen to an expert in wills and trusts as he shares insights into all things pertaining to wills and trusts.  Learn how to protect yourself and your loves ones from the pain and cost of the probate process and how simple it can be to remedy it before it happens to you and your loved ones.  This is an action packed episode that you do not want to miss.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, Unit...

Protect your family, your money, and your retirement income BEFORE life gets chaotic and throws the inevitable punches at you. Nothing can derail income or retirement than NOT having a plan and structure in place over your estate BEFORE something happens to you or your family.  Come learn what to do and how to implement it on this episode.

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

• (480) 793-5924 ...

You've spent decades building your business--don't accidentally give away a HUGE portion of the sale because nobody helped you prepare early enough.

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

• (480) 793-5924  Office

• jerry@jwfinancialconsulting.com
• http://www.JWFinancialconsulting.com/

Support the Show: https://jwfinancialconsulting.com/

See omnystudio.com/listener for privacy information.

Is it possible to refinance your retirement?? When rates go down, we always think of refinancing home loans, car loans, credit cards, etc., but what happens when rates go up?  Have you ever considered refinancing your retirement to get higher rates of return in your portfolio when rates go up?  Is that even really a step that can be taken?  Join us as we discuss how to do that and what you can do to take those steps ...

Join us on this episode where we examine how the idea of not "needing as much to live on" in retirement is one of the biggest misconceptions there is in today's America. Really think about that statement.  Who wants to plan on living on less in retirement, and is that really a sustainable plan?? We will walk through why living on less isn't a strategy and what you can do now to start increasing your strategy throughout retirem...

Hop on this segment with us as we discuss what happens when people don't have a financial plan in place.  It's either you be proactive and create your own financial plan with a team of professionals to assist you or,............. it usually defaults to the governments retirement plan.  And how well does government actually plan and execute for the individual??? Almost never...so join us to learn the simple steps to creati...

Part 3 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financia...

Part 2 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financia...

Part 1 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financia...

This episode focuses on helping pre-retirees and retirees navigate market volatility by shifting from growth-focused investing to building reliable income streams. We explain how indexed annuities can provide protected growth and guaranteed lifetime income, helping ensure you don’t outlive your money. The discussion also highlights the hidden risk of taxes in retirement and strategies to reduce the burden on tax-deferred acco...

This episode explores the massive wave of baby boomers entering retirement and the critical need they have to take responsibility to turn savings into reliable, lifelong income. We highlight the biggest risks retirees face—outliving their money, market volatility, and rising taxes—and explain how these challenges can derail even well-funded plans. The show breaks down how combining guaranteed income strategies like annu...

On this episode, you will learn why those that choose to go at retirement alone, could be costing themselves tens of thousands, if not, hundreds of thousands of dollars throughout their retirement.  We walk through the reasons why people don't meet with advisors and why they should, along with what to look for in an advisor, and the benefits of having a team and a coordinated plan tailored to your unique lifestyle and health.&...

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  Office

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) 793-5...

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...