Bracker Wealth Management

11/01/2026

Behind every great financial strategy is a team that truly loves working together.

At Bracker Wealth Management, we combine sharp planning with approachable, personal service. Whether we’re keeping John on track, staying active in our community, or debating local coffee spots, we take pride in making your financial journey seamless.

To make connecting with us easier than ever, we’ve integrated GReminders for effortless online scheduling, automatic reminders, and instant access to our calendars. Combined with our freshly updated website, getting the guidance you need is simple, clear, and convenient.

Visit www.brackerwealthmanagement.com to meet the team, explore our new tools, and book your next check-in!

10/28/2026

We had an absolute blast at the Hoff’s 4th Friday and Halloween trick-or-treating! 👻🎃 A huge thank you to PACE for always making this such a wonderful, festive community event!

This year, our crew went all out as the Scooby-Doo gang—complete with Shaggy (with a tag-along Scooby), Velma, and the classic villain, the Ghost of Captain Cutler. It was so much fun seeing all the kids and families dressed up, exploring the studio artists' spaces, and enjoying the live music from Turnin' Gears.

10/25/2026

Navigating retirement milestones doesn't have to feel like a guessing game. 🗓️

If you’re retired and approaching age 73, Required Minimum Distributions (RMDs) should definitely be on your radar. While the IRS rules and potential penalties can sound a bit intimidating, you certainly don't have to figure it out alone!

John and our team are always here to help break down the numbers, map out a smart strategy, and walk you through every step of the process so you can stay ahead of schedule.

Take a look at this helpful guide from Investopedia for a great overview of the basics:
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Have questions about your timeline or how RMDs fit into your overall retirement picture? Reach out to us today—we’d love to help!

A required minimum distribution is a specific amount of money you must withdraw from a tax-deferred retirement account each year, beginning at age 73.

10/23/2026

What a wonderful way to wrap up the work week!

Huge thanks to Kori Nelson for giving us a tour of Horses Help SWIA. We’re endlessly inspired by the incredible work our local nonprofits do every single day to lift up our community, right here in our backyard.

(And yes, John found a new best friend in Romeo the mini-horse! 🐴)

10/22/2026

It's our favorite season -- Happy Halloween season from all of us! 🎃👻 Every Halloween, our team gets talking about the ultimate debate: What’s the best Halloween movie?

▫️ Bailey: The Saw Series 🧩
▫️ Abby: Hocus Pocus 🧹
▫️ John: The 'Burbs 🏡
▫️ Erica: The Shining 🪓

What do you think -- who got it right? Share your favorite Halloween movies below!

10/20/2026

More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

10/13/2026

Our favorite meetings start with a real conversation. Our priority is getting to know you — the distinct legacy you want to build, and ensuring our collaborative approach aligns with your family’s vision.

That collaborative spirit starts right here with our team, and we’re so fortunate to love what we do and who we do it with every day.

Learn more about us, our values, and how we work at https://www.brackerwealthmanagement.com/about-us

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

How is it already October? Wrapping up Q3 and looking ahead to Q4! 🍂

It’s been a great stretch—both personally and professionally. We’ve loved wrapping up amazing community highlights like PACE Interactive, The Wizard of Oz, and Ditmars' Fields of Flight, while also supporting causes close to our hearts like Westfair and Underwood's benefit auction.

At work, we’ve been busy making things easier for our clients by launching our new user-friendly website and adding Greminders so scheduling visits is a breeze (thanks Bailey - have we mentioned how much we appreciate your scheduling genius?!).

Now we’re leaning into everything we love about this season: the energy of school starting up, the countdown to Halloween, and the absolute best bonus—visits from our favorite dogs. 🐾🎃

Grateful for a great quarter and excited for what’s next!

09/30/2026

There is nothing quite like experiencing the magic of live theater right here in our community! ✨

At Bracker Wealth Management, we live, work, and raise our families right here in southwest Iowa, and we are deeply passionate about supporting the local organizations that make our region vibrant (check out our giving priorities at https://www.brackerwealthmanagement.com/philanthropy).

We are huge fans of Pottawattamie Arts, Culture & Entertainment (PACE), and recently, some of our team members and their kiddos (along with a few friends!) had the absolute joy of attending a production of The Wizard of Oz. We were completely blown away by the incredible local talent on stage!

Thank you PACE and Chanticleer Theatre for putting on such a wonderful, unforgettable production and for bringing our community together through the arts.