Could This New Kansas Legislation Reduce Capital Gains Taxes?
Tyler welcomes estate planning attorney Connor Kelly of Kelly Law Firm to break down the new Kansas Community Property Trust Act under House Bill 2590.
Read MoreVideo Podcasts
Estate Planning Doesn’t Have to Be Confusing
In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes.
Read More
The 2026 Guide to Trump Accounts
The new Trump Accounts are officially here—and with the rules now finalized, parents and grandparents have much more clarity about how these accounts actually work. While the promise of a $1,000 government contribution has captured plenty of attention, the real planning opportunities lie in understanding the fine print, tax treatment, contribution limits, and long-term strategies these accounts create.
Read More
Your Account Balance Is Not the Number That Matters Most
For decades, retirement planning has focused on one question: How much have you saved? But once retirement begins, a different question takes center stage.
Read More
Why Retirement Feels So Unsettling Even When You Have Enough
Scott explores the emotional side of retirement and why confidence often comes from more than just having enough money.
Read More
Nobody Teaches You How to Turn Savings Into a Paycheck
For most of your working life, the retirement message was simple: save consistently, invest for growth, and let time do the heavy lifting.
Read More
Why Proactive Tax Planning Matters Before Retirement
Many retirees discover too late that taxes can significantly impact their retirement income, Social Security benefits, Medicare premiums, and even the legacy they leave behind.
Read More
54 Million Workers Had No Retirement Plan. That Just Changed
President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don’t offer a plan.
Read More
Nobody Teaches You How to Turn Your 401(k) Into a Paycheck
Today, Scott explains why retirement income planning is completely different from simply building a large 401(k), and how to turn retirement savings into a reliable paycheck.
Read More
Time Rich vs Money Rich: The Scorecard That Actually Matters
Scott challenges the idea that financial numbers are the true measure of success and introduces a richer way to think about retirement life.
Read More
Why People With “Enough” Money Still Struggle in Retirement
You can have plenty of money on paper and still feel unsettled in retirement. After decades of saving and doing everything right, many people expect confidence to come automatically. Instead, they hesitate to spend, second-guess their decisions, and worry about the future.
Read More
The Mistakes That Quietly Cost Retirees, Part 2: The Tax Side of Retirement
This is Part 2 of our Hidden Risks series, and we’re shifting focus to one of the biggest long-term threats to your retirement: taxes.
Read More
The Hidden Retirement Risks, Part 1: What Most People Forget to Protect
This is Part 1 of our Hidden Risks series, where we’re looking at the issues that can quietly derail a retirement plan if they’re not addressed.
Read More
How Kansas City Homeowners Can Profit From The World Cup – But Don’t Mess It Up
In this episode, Scott breaks down what the Augusta Rule actually is, where it came from, and how it applies to real-world situations like the World Cup.
Read More
Term, Whole, or Universal Life Insurance? What Actually Matters After 50
Today, Scott breaks down breaks down term, whole, and universal life insurance, and more importantly, how to think about them at this stage of life.
Read More
The Retirement Chart That’s Fooling Millions of People
A viral chart is making a bold claim: the later you retire, the shorter you live. It’s eye-catching, easy to share, and—at first glance—convincing.
Read More
Will AI Take Your Job Before You Retire in 5 Years?
Today, Scott’s going through the top things people are Googling about AI and retirement and giving you straight answers.
Read More
Retirement Tax Traps Nobody Warned You About
Scott walks through four retirement tax traps that catch people off guard and how proactive tax planning can help reduce lifetime taxes and protect retirement income.
Read More
The AI Headlines Are Scary. Do Retirees Need To Worry?
AI headlines are everywhere right now: “jobs disappearing,” “work becoming optional,” and predictions that artificial intelligence will reshape the entire economy. Scott steps back from emotional headlines and looks at what the actual data suggests about AI and the workforce. The real question isn’t whether AI will change the future; it’s whether your retirement plan is flexible enough to handle uncertainty if your timeline shifts.
Read More
What Happens Throughout the Year During the Planning Process?
In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long.
Read More
Ask A Question
