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

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/

    You've worked hard in order to have a great retirement and now it's time to retire.  How do you know if all the things you worked so hard for are going to work for your benefit in retirement?  401k, IRA's, Health Insurance, Medicare, Investments, Etc.  Listen to this episode to find out how these pieces work together and what you can do about it.

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

• (480) 793-5924  Office

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

    What would you do if your spouse suddenly passed away?  Do you know how to navigate your financial life if they are gone?  What do you do next?   Finances should be the least of your worries in those moments.  Jump into this show and learn what you should have in place to navigate the loss of a loved one and how to make that process as simplified as possible.   

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

• (480) 793-5924  Office

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

  Do you know exactly how the Financial Markets affect your retirement plan?  Why do some plans weather the ups and downs of the market, while some fall so quickly?   You will learn some crucial points to consider in your retirement plan to mitigate that swings in the market.

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

• (480) 793-5924  Office

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

    Who is quarterbacking your financial plan?  Who is making sure that your CPA, Estate Attorney, Financial Advisor, Insurance Agent, etc. are all on the same page as you with your retirement?  Come listen to this episode to learn why you should have a quarterback guiding 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/

     What are the unkown stumbling blocks that exist in retirement that your financial professionals generally don't warn you about?  Here's a hint:  They're not all financial stumbling blocks.  Make sure and listen to this episode to learn what some of those stumbling blocks are and what to do about them.

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

• (480) 793-5924  Office

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