JW Financial - Who's Quarterbacking Your Retirement? 12-06-25
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, December 6, 2025
Who is quarterbacking your financial plan? Who is making sure that your CPA, Estate Attorney, Financial Advisor, Insurance Agent, etc. are all on the same page as you with your retirement? Come listen to this episode to learn why you should have a quarterback guiding your retirement plan.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
- (480) 793-5924 Office
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