About 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.
JW Financial - Your Retirement Doesn't Come With a Tax-Free Pass 10-24-26
The goal is: Build the assets. Create the income. Manage the downside risk. And plan for the taxes. Because retirement isn't just about how much money you have. It's about how much income you can create...how long it can last...how much risk you're taking...and how much you actually get to keep.
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/ (https://jwfinancialconsulting.com/)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
17 Oct 2026
JW Financial - 10 Retirement Problems You Need to Solve Before You Retire 10-17-26
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/ (https://jwfinancialconsulting.com/)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
10 Oct 2026
JW Financial - Stop Your Mortgage From Working Against Your Part 2 10-10-26
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/ (https://jwfinancialconsulting.com/)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Host of What's in Jerry's Head? - JW Financial Consulting?
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