JW Financial - Baby Boomers, What will make or break your Retirement? 11-29-25
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.
Saturday, November 29, 2025
What are the unkown stumbling blocks that exist in retirement that your financial professionals generally don't warn you about? Here's a hint: They're not all financial stumbling blocks. Make sure and listen to this episode to learn what some of those stumbling blocks are and what to do about them.
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