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

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jerry@jwfinancialconsulting.com
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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.

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.

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/

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

See omnystudio.com/listener for privacy information.

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 your retirement and if it's the right plan for you.

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.

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 by one of our team members so that you know exactly where you are at in your planning setup. We look forward to hearing from you.

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.

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. Be sure and share this episode with anyone you know that needs to understand how to secure their retirement.

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.

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 who should be involved in those decisions, and why having a "financial quarterback", to guide all of those professionals that work with each piece of your retirement, is crucial to having a successful retirement.

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.