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
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 healthcare to Medicare. From maximizing contributions to managing taxes. And from building wealth to protecting and using it.
2500 S ...
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
jerry@jwfinancialconsulting.com
http://www.JWFinancialconsulting.com/
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 episode to learn how.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 Office
jerry@jwfinanc...
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@jwfinancialconsulting.com
http://www.JWFinancialconsulting.com/
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 episode, you won't be left wondering what to do... reach out to us and let us help you know exactly how you are set up for yo...
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.
As always, we are here to assist you with your plans. By listening to this episode, you are entitled to a free financial review...
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 steps you should consider to protect yourself and your estate throughout the entirety of your retirement. ...
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 your retirement will work to your benefit.
Join us on this episode to find out what you can do to begin to coordinate your plan and w...
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 functioning properly. Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying t...
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 various ideas and steps to protect your retirement. Come and see us or give us a call, so we can assist you in your plan...
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 assist you in making any course corrections in your retirement planning.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 8...
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.JWF...
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 Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 Office
jerry@jwfinancialconsulting.com
http://www....
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...
Join us as we are interviewed on Spotlight Arizona to learn more about who we are and where we come from, and why we are passionate about what we do.
Support the Show: https://jwfinancialconsulting.com/
See omnystudio.com/listener for privacy information.
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
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 ...
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