My Retirement Exit
Founder, Principal Jenny Jones
From his early career as a life and health insurance agent to Financial Advisor for one of America’s largest financial firms, managing multiple high dollar portfolios on Wall Street formed the foundation that lead to Jenny Jones becoming the founder of a privately held Registered Investment Advisory Firm, The Jones Stewardship Group LLC. Jenny Jones has built a lifetime of influence around one compelling dream: helping everyday people achieve uncommon financial success through education. Jones, a Registered Investment Advisor (RIA) and 18-year financial veteran holds an MS in Financial Management and Accounting from the Keller Graduate School of Management and a BS in Business Marketing from The University of Phoenix.
Nearly a decade spent in the military gave Jenny the fundamentals of the discipline required to create financial reward with his clients. From naming his workshops “boot camps” to emphasize discipline to creating, a debt reduction plan named the Grinder®, Jones is about staying the course once you set a plan. His subsequent years advising high net wealth clients, small business owners, and retirees on wealth strategies showed him how individuals who have access to the right knowledge inevitably make better decisions with their investments. He came to see that the dominant factor in achieving financial freedom was not just hard work, but possessing solid strategies that “help people win, when it seems like they are losing.”
Seeking to lessen this problem, Jenny began offering his time to teach classes on financial literacy and investment strategy at local community colleges. The response was extraordinary. His signature instructional method, MtE (Motivation through Education) brought inspiration and possibility into the financial lives of hundreds of everyday people. After conducting scores of workshops and seminars with audiences as large as 400 in attendance, Jenny’s passion for helping educate people grew into a calling. Driven to bring focus and vision to this effort to educate retirees, he eventually founded My Retirement Exit.com
A former contributing editor for Yahoo Finance, Jenny is also the Chief Financial Evangelist and founder of The Jenny Jones Educational Group, Pod Cast personality for a show entitled the My Retirement Exit, which is currently syndicated on iTunes, Spotify, SoundCloud Radio, Google Music, TuneIn Radio and iHeart Radio. He has spoken or held financial workshops for key organizations such as AT&T, Kaiser Permanente, Lincoln Unified, Lodi Unified, Stockton Unified, Sacramento Unified, Humprey’s College, Jack & Jill of American, Alpha Phi Alpha fraternity, Inc., and numerous religious institutions.
Jenny and his team created MyRetirement Exit out of a pure passion for education primarily for pre-retirees. It was created because one of the most important decisions that would last over the next 20+ years would often be made in less than 24 hours without direction or coaching. It is our desire to engage our educational exit process 5-10 years prior to the actual exit from the workplace.