Protecting Your Retirement’s mission is to educate and assist our clients in accumulating, growing and enjoying the assets and income they will need during their retirement years with no exposure to market risk. Our primary specialty is showing how the use of fixed and fixed indexed annuities can protect and grow current assets to provide necessary and desired current income, guaranteed lifetime income and legacy. We also address providing for the potential need to cover long-term care expenses.
Protecting Your Retirement is an independent firm and our associates are appointed to represent more than 40 large life insurance companies, offering a wide variety of choices in the fixed annuity, life and long-term care insurance realm.
Protecting Your Retirement, LLC founder Donald Wales has over 40 years’ experience in the financial services industry as a Tax Accountant, Marketing Director of a Fortune 500 Company and since 1986 owner of Wales Financial Services and Protecting Your Retirement. Don was born and grew up on Long Island, New York, served in the Air Force and is a graduate of Illinois State University. Since 1988 Donald Wales has been a licensed insurance professional and since 1991 has been an independent agent specializing in the field of fixed annuities.
Don has a passion for seeing his clients safely accumulate, grow and then enjoy the money they will want and need during their retirement years. He takes great pride in knowing and sharing that not one of his clients’ using fixed annuities has ever lost a cent due to market risk even during periods of great turmoil in the stock markets. Don proudly uses the same financial products that he recommends to his clients for his own retirement funds and often shares his personal results with his clients.
Professionally Don recently ranked number 33 out of over 101,000 appointed agents in total premium deposits into fixed annuities for one of the largest issuers of fixed annuities. Don is known and respected by his peers nationwide and is often consulted by other annuity experts as they contemplate their own business strategies.
Personally Don spends some of his out of office time volunteering on the Disaster Response Management Team of his church and is a UMCOR Certified Trainer for those seeking to be certified as Early Response Team Members responding to natural disasters. Don is blessed to be Dad to three grown, married and stable young people who have given him nine grandchildren. Don and his family and friends spend every available day enjoying boating, water sports and relaxing at his weekend home on Table Rock Lake.
Tune in and hear Don Wales host of Protecting Your Retirement Radio every Saturday morning at 9 a.m. on KCMO Talk Radio 710 AM and 103.7 FM.
Joy Peterson started her radio broadcast career in 1992 and has been heard on WDAF-AM, KFKF, WKKG and WWWY. She is currently the co-host of Protecting Your Retirement Radio with Don Wales heard on KCMO 710 Am and KCMO 103.7 FM on Saturday mornings at 9:00 AM.
Having spent serval years learning about retirement planning through the radio show, Joy enthusiastically joined the Protecting Your Retirement team full-time in March of 2018. She is a fully licensed annuity, long term care, and life insurance agent in the state of Kansas.
Outside of work, Joy spends her time volunteering with her kid’s 4-H club and is a founding member of the Kansas City Junction Drama club. She continues to pursue her love for radio and theater, working part time in both.
Joy lives in Kansas City, Kansas with her husband and two children.