JW Financial - Guest Josh Goldberg, Reverse Mortgage Specialist 01-04-26
Podcasts > 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.
Sunday, January 4, 2026
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.
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