Edward Jones - Financial Advisor: David Wulder

10/05/2026

Retirement planning comes with plenty of important decisions, and you don't have to figure them out on your own.

I can help you make sense of the options — retirement income, investments, taxes, timing — and understand how each decision affects your overall plan.

My goal is to answer the questions that matter most to you and build a strategy that fits your goals, so you can approach retirement with clarity and confidence.

09/30/2026

Retirement planning isn’t just about preparing for the day you stop working. It’s about thinking ahead, understanding what you’ll need, and building a financial strategy that supports the life you want in the years to come.

The best plans are built with the long term in mind. Markets will change, priorities will evolve, and unexpected challenges can arise. Having a thoughtful plan can help you stay focused on your goals and make confident decisions along the way.

09/26/2026

As retirement approaches, one of the most important questions becomes how to turn the savings you’ve spent years building into dependable income. The right strategy can help you manage withdrawals, navigate uncertainty, and make your retirement savings work harder for the years ahead.

Join me on 𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟵 𝗮𝘁 𝟱:𝟬𝟬 𝗣𝗠 𝗠𝗗𝗧 for a free educational webinar where we'll explore the factors that influence retirement income, including withdrawal strategies, taxes, and planning considerations that can affect how long your savings last.

You'll leave with a better understanding of the questions to ask, the decisions to prepare for, and how to approach retirement income with greater confidence.

Reserve your spot today: https://webinars.davidwulderhub.com/home-20260929

09/23/2026

Your experience with the markets shapes how you see risk. Someone who's invested through multiple downturns often approaches volatility very differently than someone newer to investing.

My role is to build a portfolio strategy that reflects your goals and stage of life — not to eliminate risk, but to understand it, so your portfolio is built to keep you on track when markets get difficult.

If you're unsure whether your current strategy truly reflects how you feel about risk, I'd be happy to take a closer look with you.

09/21/2026

Building your retirement savings is just the beginning. Once you leave the workforce, the focus shifts from accumulating wealth to creating a thoughtful income strategy that can help support your lifestyle, manage uncertainty, and make your savings last throughout retirement.

Join me on 𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟵 𝗮𝘁 𝟱:𝟬𝟬 𝗣𝗠 𝗠𝗗𝗧 for a free educational webinar where we'll discuss how to turn your savings into retirement income, common planning mistakes to avoid, and the key decisions that can influence your retirement for years to come.

If you're planning to retire within the next several years, this session will help you better understand what comes next and give you practical insights you can apply to your own retirement planning.

Reserve your spot today:

Planning Your Transition Into Retirement

09/19/2026

Estate planning starts with a simple question: what do you want to accomplish?

For many people, the answer is about family, generosity, and leaving something meaningful behind. The next step is understanding how to build a plan that reflects those wishes within the laws and tax rules that apply to your situation.

I've seen many people make assumptions based on what they've heard or seen elsewhere, but estate planning is shaped by where you live and the circumstances unique to you.

Taking the time to understand both your goals and the rules around them helps create a plan that carries out your wishes in the way you intended.

What is most important to you when thinking about your legacy? I'd enjoy hearing your thoughts in the comments, or feel free to reach out if you'd like to discuss your own estate planning goals.

09/18/2026

The conversations I enjoy most have very little to do with markets or investment performance.

They're about people.

I want to understand what you're looking forward to, the experiences you hope to have, the people you want to support, and the life you want your retirement to make possible.

Those conversations provide the direction for every financial decision that follows.

When you have a clear picture of where you're going, your savings, investments, and retirement income all have a purpose. Each piece of the plan is working toward something meaningful rather than simply reaching a number.

I've always believed the best financial plans are built around the life you're hoping to live.

What does your ideal retirement include? Reach out if you'd like to start building a plan around what's most important to you.

09/16/2026

A good financial plan doesn't simply prepare you for the future. It helps you enjoy the present with greater confidence.

When you understand how your savings, investments, and retirement income fit together, financial decisions become clearer. You know what you can spend today, what should be set aside for tomorrow, and how each decision supports the life you're trying to build.

Over the years, I've found that the most meaningful conversations aren't about investment returns. They're about family, experiences, purpose, and making the most of every season of life.

That's what thoughtful financial planning is meant to support.

What does "living well" look like to you? Share your thoughts in the comments... or reach out if you'd like to talk about building a plan that supports both today and the years ahead.

09/14/2026

One of the most rewarding moments to witness is when someone realizes they have a choice.

After years of preparing, saving, and making thoughtful financial decisions, they understand that retirement is available to them whenever they're ready. They've built a plan they trust, and with that comes a remarkable sense of freedom.

What often surprises people is that many don't retire right away.

They continue working because they enjoy what they do. They value the relationships they've built, the purpose their work provides, or simply the satisfaction of contributing. The difference is that work is no longer driven by necessity. It's driven by choice.

I've always believed that's one of the greatest outcomes of thoughtful financial planning.

If you knew you had the freedom to retire tomorrow, would you keep working? I'd enjoy hearing your thoughts in the comments. And if you'd like to build a plan that gives you more choice in the years ahead, I'd be happy to have that conversation.

09/11/2026

One of the things I've observed over the years is that every season of life changes the way we think about the future.

For many of my clients, becoming a grandparent marks one of the biggest shifts of all.

Time with family takes on greater importance, and decisions are made with the next generation in mind, and many people begin asking questions they hadn't considered before.

How can I be more present?
What memories do I want to create?
What values do I hope to pass along?

It's remarkable to watch how a new generation can reshape what matters most. Goals that once centered on career or personal achievement often give way to a desire to invest in family, create lasting traditions, and leave something meaningful behind.

I've found that this stage of life has less to do with slowing down and more to do with becoming intentional about where your time, energy, and resources are spent.

If you're thinking about how your financial plan can support the people who matter most for years to come, I'd be happy to have that conversation.