JW Financial - Retirement Reality Check and How to Update Your Plan 01-11-26
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 11, 2026
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
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