“WEALTH BEYOND WALL STREET”

The Roadmap to Wealth and Independence with Peace of Mind

Jeff Weidner

“WEALTH BEYOND WALL STREET”

The Roadmap to Wealth and Independence with Peace of Mind

Jeff Weidner

With a wealth of experience spanning multiple industries and roles, I am dedicated to ensuring individuals, families and business owners achieve a financially secure and fulfilling retirement. My name is Jeff Weidner, and I am a Licensed Retirement Specialist with a deep expertise in Annuities, IUL's, Life, Health, and Medicare solutions.

Professional Background:

Before transitioning into retirement planning, I honed my skills in leadership and innovation as the Vice President of Product Innovation at Monster Worldwide and a Global Executive at IBM Corp. These roles equipped me with a robust understanding of strategic planning and customer-centric solutions, which I now bring to my retirement planning practice.

Specialization:

I specialize in Decumulation Strategies and creating Guaranteed Income for Life. My goal is to ensure that my clients do not outlive their income, providing them with the peace of mind to enjoy a happy and financially secure retirement.

Clientele:

I work with a diverse range of clients, including individuals, business owners, and soon-to-be retirees, as well as those already enjoying retirement. My focus is on personalized strategies that cater to each client's unique financial situation and retirement goals.

Personal Motivation:

My commitment to retirement planning is deeply personal. Both my parents were educators for over 30 years, yet their retirement experiences were vastly different. My mother retired financially free, able to travel and enjoy life, while my father passed away burdened with debt and financial stress. Their contrasting stories fuel my passion to help others avoid financial pitfalls and achieve a secure and enjoyable retirement.

Values:

Honesty and high integrity are at the core of my practice. I believe that doing the right thing is the only option, regardless of the consequences. This commitment to ethical practice ensures that my clients can trust the advice and solutions I provide.

Service Area:

Based in Wake Forest, North Carolina, I primarily serve clients on the East Coast, but my licensing extends to nearly every state, allowing me to assist clients nationwide.

Jeff grew up in Cinnaminson, NJ, just across the bridge from Philadelphia. He's been married for nearly 25 years and has two children: one junior at Appalachian State University and a senior in high school. Their family is completed by a standard poodle and three cats.

Jeff cherishes his childhood memories of being deeply involved in sports. He spent his winters wrestling and his summers swimming, immersing himself in the discipline and camaraderie of both sports.

In his spare time, Jeff enjoys a diverse range of activities. He's an avid racquetball player, finds solace in gardening, and delights in digital marketing technology and AI. Most importantly, he treasures moments spent with his family, reinforcing the bonds that tie them together.

Learning is a cornerstone of Jeff's life, deeply ingrained by his parents who were both educators. He believes in the value of education and the enduring power of curiosity, considering learning to be a lifelong pursuit.

Jeff has a strong commitment to service. He was an assistant troop leader with the Boy Scouts of America, drawing from his own experiences and supporting his son's journey to becoming an Eagle Scout at the remarkable age of 14.

Moreover, Jeff and his wife are deeply involved in supporting their daughter, an accomplished disabled athlete. She excels in wheelchair basketball and track, boasting an impressive record of seven NC State championships in the 100m, 200m, and 400m wheelchair track events. Jeff and his wife dedicate significant time and resources to her sporting endeavors, both on and off the court/track, demonstrating their unwavering support for her passions and achievements.

“Successful retirement is defined as a stream of income sufficient to sustain your chosen standard of living.

That standard of living is measured by income not the value of a pile of money.”

“Successful retirement is defined as a stream of income sufficient to sustain your chosen standard of living.

That standard of living is measured by income not the value of a pile of money.”

THE LUMP SUM ILLUSION

"What we need to be focused on is creating an INCOME not just a lump sum."

THE LUMP SUM ILLUSION

"What we need to be focused on is creating an INCOME not just a lump sum."

“There’s a big difference between wealth and income.

Knowing I have a million dollars doesn’t tell me the lifestyle I can enjoy from that million. What we care about is the lifestyle.

So you can forget fund values, income is all that matters. Just knowing how much money you have doesn’t tell you how you can live. You need to know how much you can buy.

The primary concern of the saver remains, what it always has been: Will I have sufficient income in retirement to live comfortably?”

— Robert C. Merton

“There’s a big difference between wealth and income.

Knowing I have a million dollars doesn’t tell me the lifestyle I can enjoy from that million. What we care about is the lifestyle.

So you can forget fund values, income is all that matters. Just knowing how much money you have doesn’t tell you how you can live. You need to know how much you can buy.

The primary concern of the saver remains, what it always has been: Will I have sufficient income in retirement to live comfortably?”

— Robert C. Merton

6 RETIREMENT RISKS

PROTECTION RISK

An untimely death or accident can create additional stress and financial pressure on our closest loved ones if we don't plan ahead.

MARKET RISK

A single 20% or 30% market crash can not only hurt your account balances, but it can cause you to run out of money years sooner.

TAX RISK

CPA and Tax Expert Ed Slott says “Taxes are a larger risk than market crashes.” If you have all your retirement income in qualified plans like IRAs and 401(k)s that require you to pay taxes when you take the money out, you have a huge tax liability.

Health care risk

An untimely death or accident can create additional stress and financial pressure on our closest loved ones if we don't plan ahead.

income depletion risk

A single 20% or 30% market crash can not only hurt your account balances, but it can cause you to run out of money years sooner.

Longevity risk

CPA and Tax Expert Ed Slott says “Taxes are a larger risk than market crashes.” If you have all your retirement income in qualified plans like IRAs and 401(k)s that require you to pay taxes when you take the money out, you have a huge tax liability.

6 RETIREMENT RISKS

PROTECTION RISK

An untimely death or accident can create additional stress and financial pressure on our closest loved ones if we don't plan ahead.

MARKET RISK

A single 20% or 30% market crash can not only hurt your account balances, but it can cause you to run out of money years sooner.

TAX RISK

CPA and Tax Expert Ed Slott says “Taxes are a larger risk than market crashes.” If you have all your retirement income in qualified plans like IRAs and 401(k)s that require you to pay taxes when you take the money out, you have a huge tax liability.

Health care risk

An untimely death or accident can create additional stress and financial pressure on our closest loved ones if we don't plan ahead.

income depletion risk

A single 20% or 30% market crash can not only hurt your account balances, but it can cause you to run out of money years sooner.

Longevity risk

CPA and Tax Expert Ed Slott says “Taxes are a larger risk than market crashes.” If you have all your retirement income in qualified plans like IRAs and 401(k)s that require you to pay taxes when you take the money out, you have a huge tax liability.

Schedule a Free Consultation Today!

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