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Jen Boldt - Envision Wealth

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Jen Boldt - Envision Wealth

Jen Boldt is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC.

Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030. Licensed to sell insurance in AZ, CA, CO, IA, IL, KS, MI, MN, MO, NC, NE, SC, TN, TX, WA and WI. CA insurance license number 0k01126. Envision Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

07/14/2026

If something happened tomorrow, would your family know where to start?

In most households, one person handles the money. The bills, the logins, the insurance, the auto-pays.

The other believes it's being handled, which is fine until it isn't.

Here’s a suggestion:

• Build one shared document with every account and explain how to access it. Update it periodically.

• Consider having both names on the accounts you say are jointly owned.

• Check out a password manager you both can access.

• Keep a one-page summary in a safe place with what to do, who to call, and where to look.

The couples who do this often say the same thing afterward: “We should have done it sooner.”

07/10/2026

Happy National Car Collector Day! ✨🚗

One of my favorite treasures is this Ford Fairlane, a special gift passed down from my dad that he purchased (brand new!) his senior year of high school. Every time I drive it, I'm reminded of the memories we've shared and the love of classic cars he inspired in me.

Here's to preserving automotive history and honoring the family connections that make these vehicles so special.

07/07/2026

Six months of 2026 are gone.

If you're like most of the people we work with, the year hasn’t gone exactly the way you sketched it out in January.

• Maybe the market did something you didn't expect, and your priorities look different from what they did six months ago.

• Maybe a parent's health changed, or an adult child needed help, or a grandchild arrived, and now the estate strategy you finalized two years ago doesn't quite match the family.

• Maybe the business had a better year than projected, or you’re managing through some other issues.

• Maybe you sold something, bought something, retired, semi-retired, or finally admitted you're not going to retire when you said you would.

Any one of those is a reason to revisit your approach before December, not after.

The clients who feel most in control of their financial lives are the ones who don't wait until year-end to find out what the year actually was.

07/03/2026

This 4th of July is a milestone year! It’s our nation's 250th birthday. Hope you enjoy a long weekend celebrating this historic anniversary, and have a happy Independence Day!

06/30/2026

Who knows what the “GPT” in ChatGPT actually stands for?

I'm guessing very few people.

And that's fine, most of us just know it as something that's suddenly everywhere.

If you’re curious, it stands for Generative Pre-trained Transformer.

As you know, it creates new content, learns from an enormous amount of text, and understands context rather than just keywords.

But the more interesting question isn't what it stands for. It's what to actually make of it and how it will affect our lives.

AI is genuinely useful for organizing information, finding patterns, and explaining things quickly. It can be a big timesaver.

What it isn't good at is knowing you—your family, your goals, the tradeoffs that matter to you, and the context behind the numbers.

That's the part that still requires a person.

We're not AI experts. But paying attention to what our clients are hearing, reading, and wondering about is part of the job. If we can help make something feel a little less unfamiliar, that's worth doing.

Tell the truth, did you know what it stood for? Or are you like most of us, and you don’t care, you just like what it can do?

06/26/2026

Raise your paw if you think every day should be Take Your Dog to Work Day! 🐾 Rocky sure thinks so!

Teamwork makes the dream work, especially with furry friends.

06/21/2026

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. Before the sacrifices, you may not have fully understood until you were older.

Most of us only piece that together with time.

What fathers leave behind isn't just memories. It's a way of moving through the world.

A standard.

A sense of what it looks like to take care of the people who depend on you.

That's worth honoring.

Happy Father's Day weekend to every father and father figure out there.

I am especially grateful for the example of love these two set before me. Thank you Dad & Grandpa!

06/10/2026

Most couples spend years preparing financially for retirement.

Very few have talked about what retirement will actually look like.

Not the number. The life.

• Where will you live?

• What will your days look like?

• What happens if one of you is ready to stop working and the other is not?

A 2025 Fidelity survey found that 48 percent disagree on the age they prepare to retire. And research from Ameriprise found that nearly two-thirds expect to retire at the same time, while only 11 percent actually do.

The gap between what couples assume and what they have actually discussed is where retirement quietly breaks down.

The good news is that most couples are not as far apart as they fear. They just have not had the conversation yet.

If retirement is somewhere on your horizon, the most valuable thing you can do right now is not check your portfolio.

It is to sit down with your partner and start asking the questions you have both been putting off.

06/02/2026

Happy National "Bubba" Day to you!

One of our favorite Bubbas! Jason would do anything for anyone. He is a great husband, father, grandfather, and friend.

05/31/2026

Happy National Smile Day! 😄 A simple smile can change someone's entire world. Do an act of kindness and help someone smile today!

Share your smiling face below with a selfie or a picture of something that made you smile today!

Address

2830 100th Street, Suite 108
Clive, IA
50322

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 12pm

Website

https://www.jenboldt.com/

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