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

Part 3 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Part 2 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Part 1 of a 3 Part Series with Special Guest, Patrick Leblanc, of Ancorato Capital, to discuss the power of having structured notes as part of an investment portfolio.  You will learn what they are, who Ancorato is, and how these could play a part in your portfolio.  *This radio show is not intended to give specific individual advice.  It is for educational purposes only.  Please consult with a licensed financial advisor before making any financial decisions regarding your portfolio or investment scenario*

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

This episode focuses on helping pre-retirees and retirees navigate market volatility by shifting from growth-focused investing to building reliable income streams. We explain how indexed annuities can provide protected growth and guaranteed lifetime income, helping ensure you don’t outlive your money. The discussion also highlights the hidden risk of taxes in retirement and strategies to reduce the burden on tax-deferred accounts. By combining income planning, risk management, and tax efficiency, listeners will learn how to create a more stable and adaptable retirement plan. Ultimately, the show emphasizes the value of having a coordinated strategy designed to provide confidence and financial security throughout retirement.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

This episode explores the massive wave of baby boomers entering retirement and the critical need they have to take responsibility to turn savings into reliable, lifelong income. We highlight the biggest risks retirees face—outliving their money, market volatility, and rising taxes—and explain how these challenges can derail even well-funded plans. The show breaks down how combining guaranteed income strategies like annuities with advisor-managed investments can create both stability and growth. We also emphasize the importance of tax-efficient planning and adapting to increasing living costs and longer life expectancies. Ultimately, listeners are encouraged to take personal responsibility to build a flexible, coordinated retirement plan that evolves with their needs and provides lasting financial confidence.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

On this episode, you will learn why those that choose to go at retirement alone, could be costing themselves tens of thousands, if not, hundreds of thousands of dollars throughout their retirement.  We walk through the reasons why people don't meet with advisors and why they should, along with what to look for in an advisor, and the benefits of having a team and a coordinated plan tailored to your unique lifestyle and health.  It's not a one size fits all scenario.  Come and learn with us now.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Most people think that retirement is all about spreadsheets, stress, and sacrifice.  Another day, another dollar....if you've said that then you are probably doing it wrong.  Join us on this show as we walk you through how you can flip the script on your retirement so that is becomes about freedom, purpose, and enjoyment.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

The Baby Boomer Generation Retirement Wave is the biggest wealth transfer in our lifetime.  Will your money last as long as you do?  Do you know if it is positioned in the right places to ensure cashflow throughout retirement?  Join us as we walk through the steps you need to take to fortify your retirement and gain clarity in your plan.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

What if the biggest threats to your retirement weren’t the stock market… but taxes, poor planning, and missed opportunities?  Retirement isn’t just about how much money you have… it’s about how efficiently you manage it. Two retirees with identical portfolios can experience dramatically different outcomes depending on planning.  Call us to schedule your complimentary financial review and let us help you create a clear picture of your retirement roadmap.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Many people spend decades building their retirement savings but never address the risk that could derail it in the first few years of retirement.  Because retirement success isn’t just about how much you earn in the market… it’s about when those returns happen.  Come and see us for a complimentary review of your retirement income strategy to ensure that you have a plan that accounts for sequence of returns risk.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Join us as we discuss the mindset behind Fear or Freedom when it comes to Retirement Success.  You will learn how to have clarity and confidence as you near retirement and throughout retirement versus living in a constant state of fear, procrastination, and uncertainty.  You were meant to enjoy retirement and it all starts with having the correct outlook going into it.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

What is new and updated in the world of trusts, will, and probate? When is the last time you had your trust reviewed?  Is it the right fit for you?  Join us as we discuss how to avoid probate, update your existing trust, and much more.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

On this episode, you will hear us discuss the top questions that you, the listeners, have been asking us to discuss.  These are the topics that are most important to you now.  Which of these apply to you currently and what should you do about it.  We will answer those questions on this episode.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Is your financial plan coordinated to work through the ups and downs of the market?  Will unexpected market turns completely unwind your income in retirement?  Come and listen to us discuss why you should have your current financial situation audited on a regular basis, and how to coordinate your plan based on your current financial needs.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

How do you feel about all of your assets becoming public knowledge to everyone and giving away your ability dictate how your belongings, assets, home, etc., are distributed??  Join us as we give you a very simple process to keep that from happening to you and your loved ones.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Listen to this episode to learn how you can turn the tables on Uncle Sam and utilize tax strategies, that are available to use, to keep more of what you make now and throughout your retirement. Taxes are one of the biggest killers of retirement cashflow.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Are you certain that your estate plan is up to date?  Do you want a third party person deciding who gets your assets and family heirlooms after you pass away?  If you said no, then you need to listen to this episode as we dive in to simple steps that can be taken to protect your estate from probate as well as how to keep your estate plan up-to-date with current law changes.  

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

No one ever wants to un-retire, yet many people are forced to go back to work because their retirement plan wasn't coordinated and it didn't evolve along side their retirement.  Come learn some steps you can take to get a coordinated plan and what exactly that means for you.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

Have you given your retirement plan a "Retirement Reality Check?" Are you certain that your current retirement scenario is going securely get you through your retirement?  In this episode, you will learn about steps that should be considered on an ongoing basis before and during retirement.  We will share a couple of stumbling blocks that most never consider or overlook and how to navigate them.  

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/

In this episode you will learn how to utilize your home to advance your financial future.  What is a reverse mortgage? How does it fit into your personal financial plan?  What are the myths and misunderstandings around a reverse mortgage?  Why should you consider looking into a reverse mortgage for your financial future?  This episode will give you another tool in your tool chest to consider going into your financial future.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

• (480) 793-5924  Office

• [email protected]
• http://www.JWFinancialconsulting.com/