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

Most people understand that they need to have a Will and a Trust to keep your estate from going through the probate process.  So they look for solutions online or ask a friend and duplicate what they did and get a trust and then they don't take the next steps to make sure that their trust is functioning properly.  Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying the proper people that will be decision makers in their estate.

Come listen in on this episode to make sure that you have these steps covered.  We are also happy to meet with you virtually or in person, to ensure that your trust is updated.  If you don't have one, we are also happy to help you get that setup as well.  

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

(480) 793-5924  Office
[email protected]
http://www.JWFinancialconsulting.com/

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

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

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

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

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

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

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.

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

Protect your family, your money, and your retirement income BEFORE life gets chaotic and throws the inevitable punches at you. Nothing can derail income or retirement than NOT having a plan and structure in place over your estate BEFORE something happens to you or your family.  Come learn what to do and how to implement it 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/

You've spent decades building your business--don't accidentally give away a HUGE portion of the sale because nobody helped you prepare early enough.

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

• (480) 793-5924  Office

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

Is it possible to refinance your retirement?? When rates go down, we always think of refinancing home loans, car loans, credit cards, etc., but what happens when rates go up?  Have you ever considered refinancing your retirement to get higher rates of return in your portfolio when rates go up?  Is that even really a step that can be taken?  Join us as we discuss how to do that and what you can do to take those steps in your retirement plan.

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

• (480) 793-5924  Office

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

Join us on this episode where we examine how the idea of not "needing as much to live on" in retirement is one of the biggest misconceptions there is in today's America. Really think about that statement.  Who wants to plan on living on less in retirement, and is that really a sustainable plan?? We will walk through why living on less isn't a strategy and what you can do now to start increasing your strategy throughout retirement.

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

• (480) 793-5924  Office

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

Hop on this segment with us as we discuss what happens when people don't have a financial plan in place.  It's either you be proactive and create your own financial plan with a team of professionals to assist you or,............. it usually defaults to the governments retirement plan.  And how well does government actually plan and execute for the individual??? Almost never...so join us to learn the simple steps to creating your own plan.

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

• (480) 793-5924  Office

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

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/