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Tony Walker CEO/President/Owner

Tony’s Credentials

A Kentucky native, Tony is married to his high school sweetheart, Susan. Together, they enjoy their three children, new grandchild and hanging out with their Black Russian Terrier, Stella. As the author and creator of The WorryFree Retirement®, Tony’s mission in life is to help 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 a 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 The WorryFree Retirement®;
 2004 – Included in the first group to become an Elite IRA advisor trained by noted author 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 WorryFree Retirement®;
  2018 – Recognized by the insurance industry as one of the leading writers in the country of Fixed Indexed Annuities with premium of over $300 million.
 Long-standing A+ rating by the Better Business Bureau

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Tony's Latest Article

The Three Types of Mailbox Money®