JW Financial - Protecting Your Nest Egg from Market Volatility with a Coordinated Plan 02-15-26
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, February 15, 2026
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
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