Mader Shannon Wealth Management

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United States
Kansas City, MO
Mader Shannon Wealth Management

Boutique fiduciary firm specializing in asset management and financial planning solutions

08/28/2026

When should you start planning for college savings? Often, the best time is sooner than you think.

With tuition costs continuing to rise, an early start may help you feel more prepared for your child’s future education. Your advisor can help you explore your options and build a strategy aligned with your family’s goals.

Learn more: https://loom.ly/GdX0wUQ

08/21/2026

August is Wellness Month—and financial wellness is an important part of the journey. Are you wondering what it takes to build a stronger financial future? Explore these eight practical suggestions to help you take meaningful steps toward true financial wellness.

Read more: https://loom.ly/QMjawYk

08/14/2026

The "Dog Days of August" are a perfect time to deepen your financial knowledge and prepare for tomorrow! So, grab a cool drink, find a comfortable spot, and let the wisdom of these timeless books guide you towards a brighter financial future! https://loom.ly/1dBd6ME

08/07/2026

Retirement is exciting—don’t let taxes surprise you.

Wondering what tax planning you should do before (and during) retirement? Start by reviewing how each income source—Social Security, pensions, IRA/401(k) withdrawals, and taxable accounts—will be taxed so you can avoid an unexpected bill.

Let’s build a retirement tax strategy that fits your goals. Meet with your advisor to design your plan today.

Learn more: https://loom.ly/5y5TezI

07/31/2026

Should I Have a “Family Tax Office” Mindset?

Instead of tackling kids’ college plans, parents’ retirement, and grandparents’ estate planning in separate conversations, consider taking a step back and connecting the dots. How do these decisions work together across generations—through time, taxes, and the people you care about most?

We’re here to help you build a more coordinated plan. Learn more today: https://loom.ly/P3I3knA

07/24/2026

What Financial Questions Should Couples Ask Each Other? 💬💰

Money talks can feel awkward—but they don’t have to be. Your advisor can help guide the conversation so you can get on the same page with goals, spending, saving, and planning for the future.

Get started here: https://loom.ly/A8_0vRE

07/17/2026

How Do Women Build Financial Independence? Get tips to look toward the future and start the planning process today- https://loom.ly/Bag06_w

07/10/2026

Hope you had a great 4th of July! 🎆 Here’s to celebrating independence all year long—starting with smart financial choices. Learn more: https://loom.ly/D8DPU68

07/03/2026

How Should I Plan for Travel in Retirement? ✈️ Practical tips to help you travel with confidence—stay safe, stay comfortable, and enjoy every moment of your next adventure! https://loom.ly/mKC7U6Y

06/26/2026

Father’s Day had us thinking: what money habits should we be teaching our kids—and practicing ourselves?

Here are a few simple ones to start with:
• Review your accounts regularly
• Check your credit report
• Track what you’re spending
• Join frequent buyer/rewards clubs
• Try using cash for certain purchases

Want more ideas to help you (and your kids) save? Learn more here: https://loom.ly/T99IHbY !

Address

4717 Grand Avenue , Ste. 800
Kansas City, MO
64112

Telephone

+18167510585

Website

http://www.madershannon.com/

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