『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

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり

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 - 10 Retirement Problems You Need to Solve Before You Retire 10-17-26

    JW Financial - 10 Retirement Problems You Need to Solve Before You Retire 10-17-26
    2026/10/17

    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 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 - Stop Your Mortgage From Working Against Your Part 2 10-10-26

    JW Financial - Stop Your Mortgage From Working Against Your Part 2 10-10-26
    2026/10/10

    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/

    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 - Is Your Mortgage Working Against You?? Come Learn How to Change That10-03-26

    JW Financial - Is Your Mortgage Working Against You?? Come Learn How to Change That10-03-26
    2026/10/03

    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@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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