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.

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.

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.

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.JWFinancialconsulting.com/

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

See omnystudio.com/listener for privacy information.

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
http://www.JWFinancialconsulting.com/

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

See omnystudio.com/listener for privacy information.

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

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

See omnystudio.com/listener for privacy information.

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, 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.