Tony Walker CEO/President/Owner
Tony Walker began his financial career in 1984 and has always considered himself a “contrarian” of sorts (his favorite book as a child was Arty the Smarty).
Not one to follow the herd, Tony’s professional experience in the financial trenches – forged over four decades – has confirmed much of what Tony has always believed: that “it’s not about the money, but about the people.”
Tony has sold just about every financial product imaginable, after the tragic events of 9/11, Tony came face-to-face with the realization that he was not wired for risk, but for safety.
The realization that he made money whether clients did or not didn’t sit well with Tony, so he decided to walk-away from a lucrative fee-based money management practice and return to his roots of guaranteed insurance contracts designed with his clients’ wellbeing in mind.
Tony also believed that it was time to go about creating a simple and safe process that consumers could count on. After years of study and development, The WorryFree Retirement® was born – and the rest is history.
The WorryFree Retirement® Process
Armed with his patented 3-prong approach of Man, Money and God, Tony wanted to create something unique to the Financial World — a process entrenched in an understanding of human behavior (man), economics (money) and ethics (God). Tony’s WorryFree Retirement® process and approach of Mailbox Money® gives consumers innovative ideas to help them be more worry-free.
His books include The WorryFree Retirement®, (Don’t) Follow the Herd®, and his latest work, The 3 Personalities of Money® – the first of its kind to explore his concept of “mind-over-money.”
Louisville, Bowling Green, Kentucky and Beyond
A native and lifelong resident of the state of Kentucky, Tony’s offices are located in Bowling Green and Louisville, KY. He spends two days each week seeing people in each location. Besides a vast background in economics, he has degrees in Psychology and Broadcasting. From 1998 – 2004, Tony hosted the TV show, “Your Money Matters”.
From 2007-2014, he was the featured Retirement Specialist on the NBC affiliate WAVE3 Listens Live TV out of Louisville Kentucky. He can now be seen Sunday mornings on WMYO in Louisville at 7:30 a.m. and 10:30 a.m., and on WBKO in Bowling Green at 6:30 a.m. and 9:00 a.m. as he host he weekly television program, The WorryFree Retirement®.
A devout Christian, Tony is married to his high school sweetheart, Susan. Together they enjoy their three children and four time-consuming dogs.
Ever wonder if the financial world is making more money on your money than you are?
Tony Walker has! In fact, his vast experience in the financial trenches has taught him the following: whether you make money or not – the ‘Financial World’ always seems to come out on top.
As a Registered Investment Advisor, Tony focuses on ways to help you save more money – not give it away to the Financial World.
As a Fiduciary, Tony is dedicated to helping Savers worry less about money®. His extensive training and education over the past 33 years is as follows:
1983 – Graduate of Western Kentucky University with double major in Broadcast Communications and Psychology;
1984 – Enters financial field – licensed to sell life insurance and annuities;
1986 – Becomes licensed to sell securities;
1988 – Completion of the American College’s CLU (chartered life underwriter) program, becoming one of the youngest in the country to achieve this prestigious designation for estate planning;
1989 – President of the Southern Kentucky Estate Planning Council;
1994 – Completion of the College for Financial Planning, CFP education program;
1996 – the first advisor in Kentucky to host a weekly 30-minute television show, “Your Money Matters”;
1996 – becomes registered as investment advisor – Fiduciary;
1997 – LEAP licensed with further extensive training in macro-economic;
2004 – 2007 – participated in Strategic Coach. Authored first book in 2004 and created The WorryFree Retirement®;
2004 – Included in the first group to become an Elite IRA advisor trained by noted author Mr. Ed Slott, CPA;
2005 – participated in goal-setting guru, Brian Tracy’s Focal Point program;
2007 -2014 – featured weekly retirement specialist on WAVE3 TV’s “Wave Listens Live”;
2013 finalist, Advisor of the Year, by Senior Market Magazine
2014 to present – Host of the TV and radio shows, The WorryFreee Retirement®;
Long-standing A+ rating by the Better Business Bureau