JW Financial - The Silver Tsunami- The Largest Shift in American History 03-29-26
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 29, 2026
The Baby Boomer Generation Retirement Wave is the biggest wealth transfer in our lifetime. Will your money last as long as you do? Do you know if it is positioned in the right places to ensure cashflow throughout retirement? Join us as we walk through the steps you need to take to fortify your retirement and gain clarity in your plan.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
