『What's in Jerry's Head? - JW Financial Consulting』のカバーアート

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

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

著者： Jerry Whitmire
無料で聴く

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.

 マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • JW Financial - Protecting Your Life, Money, and Retirement Before It's Too Late 08-15-26

    JW Financial - Protecting Your Life, Money, and Retirement Before It's Too Late 08-15-26
    2026/08/15

    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 planning needs.

    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.
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    28 分
  • JW Financial - Navigating Market Volatility in Retirement, 08-08-26

    JW Financial - Navigating Market Volatility in Retirement, 08-08-26
    2026/08/08

    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, 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.
    続きを読む 一部表示
    28 分
  • JW Financial - Living Trusts....what you need to know 08-01-26

    JW Financial - Living Trusts....what you need to know 08-01-26
    2026/08/01

    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.JWFinancialconsulting.com/

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

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    28 分
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