JW Financial - How Do You Navigate the Death of a Spouse/Loved One 12-20-25

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.

https://960thepatriot.com/

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Saturday, December 20, 2025

What would you do if your spouse suddenly passed away? Do you know how to navigate your financial life if they are gone? What do you do next? Finances should be the least of your worries in those moments. Jump into this show and learn what you should have in place to navigate the loss of a loved one and how to make that process as simplified as possible.

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209