Mader Shannon Wealth Management

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Mader  Shannon Wealth Management Boutique fiduciary firm specializing in asset management and financial planning solutions

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

August is Wellness Month—and financial wellness is an important part of the journey. Are you wondering what it takes to ...
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

The "Dog Days of August" are a perfect time to deepen your financial knowledge and prepare for tomorrow! So, grab a cool...
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

Retirement is exciting—don’t let taxes surprise you. Wondering what tax planning you should do before (and during) retir...
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

Should I Have a “Family Tax Office” Mindset?Instead of tackling kids’ college plans, parents’ retirement, and grandparen...
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

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

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