JW Financial - “The Silent Killer of Retirement Plans: Sequence of Returns Risk” 03-15-26
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, March 15, 2026
Many people spend decades building their retirement savings but never address the risk that could derail it in the first few years of retirement. Because retirement success isn’t just about how much you earn in the market… it’s about when those returns happen. Come and see us for a complimentary review of your retirement income strategy to ensure that you have a plan that accounts for sequence of returns risk.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
