Kadletz Wealth Management, LLC

06/09/2026

Last week Friday's market update from John 📣
Remember: successful investing isn't about reacting to headlines, it's about staying focused on your goals and maintaining a disciplined strategy.

Have questions about your financial future? We're here to help. Call/text 920-339-9800.

06/08/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/05/2026

Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, tax-deferred, and tax-free. Discover how this strategy can help balance your withdrawals and potentially reduce your tax burden.

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

06/05/2026

Do at least 1 thing today that you don't feel like doing.

🔥 Bonus points for 3.

Discipline isn't built when you're motivated—it's built when you do it anyway.

06/04/2026

Trusting FinTok before a certified financial advisor could cost you thousands if you don't know the rules. 💵 Watch the rest on YouTube: https://tinyurl.com/4833vfbx

06/03/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

06/02/2026

A reminder that the best financial plans leave room to check off those bucket list moments too. Sometimes you really do have to just go for it. ✨

06/01/2026

A Comprehensive Guide to Navigating Life's Transitions Most people would probably agree that once we complete our desired level of education—or even before this—we need to attend to the responsibilities of our careers, finances,...

Finance, investing, life transitions, retirement, financial planning, wealth management

06/01/2026

We're happy to see clients getting out there, making memories, and enjoying all the fun retirement has to offer. Helping people reach this stage of life—and truly enjoy it—is exactly why John and Alisa do what they do.

Seeing clients live out the retirement they've worked so hard for is one of the most rewarding parts of being an advisor.