Oread Wealth Partners

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Oread Wealth Partners

Oread Wealth Partners was founded on a very simple premise, that our clients deserve more.

10/10/2026

Are hidden blind spots quietly affecting your investment strategy? 🩺 Check out three common patterns that frequently show up for high-earning physicians managing their own portfolios:

1️⃣ Concentration in familiar names: Relying heavily on big-name stocks or index funds where a handful of mega-cap companies dominate the index.

2️⃣ Uncoordinated account strategies: Holding multiple accounts (like 403(b), 457(b), and IRAs) without an overarching plan for tax efficiency.

3️⃣ Cash pile-up: Letting excess funds build up in low-yielding savings accounts rather than putting capital to work intentionally.

Reviewing your financial picture as a single, connected ecosystem can help you avoid costly tax and growth trade-offs down the line.

Read the full article: https://www.oreadwealth.com/blog/3-investing-mistakes-physicians-overlook

10/01/2026

The S&P 500 is up this year, but it's been a bit of a group project lately. 📚

A handful of AI giants carried the index in Q3 while the average stock slipped. Add in the Fed's first rate hike since 2023, and the quarter had plenty going on! Full breakdown in the latest Views From The Top. - https://mailchi.mp/oreadwealth.com/q3-2026-market-review

09/24/2026

Pretax or Roth? 🤔 Every year, physicians and business owners face this choice on their workplace retirement plan forms. While it might seem like a minor administrative detail, the long-term tax impact can be substantial.

Key takeaways to help you decide:
• Pretax contributions lower your taxable income today—saving up to 35¢ to 37¢ per dollar contributed if you're in the highest tax brackets.

• Roth contributions offer tax-free growth and tax-free withdrawals in retirement, which can be ideal if you expect tax rates to rise in the future.

• New Rule to Note: Under SECURE 2.0, high earners over age 50 (making >$150k in prior-year wages) must make workplace catch-up contributions into Roth accounts.

Check out the full guide to see how these rules apply to your financial plan:

https://www.oreadwealth.com/blog/pretax-vs-roth-contributions-physicians-business-owners

09/15/2026

Whether you spent decades building a business, building a career, or just building up a 401(k) one paycheck at a time, there's a moment when you stop calling the shots and start trusting a plan instead.

In this week's Views From The Top, we get into why that mental shift is a bigger deal than people expect, and how to think through it before it hits. - https://mailchi.mp/oreadwealth.com/the-weirdest-part-of-selling-retiring-cashing-out

09/11/2026

Today, we honor and remember the brave individuals, innocent lives, and selfless first responders of September 11, 2001. We will never forget. 🇺🇸

09/08/2026

For physicians, saving for retirement is only half the battle and the order in which you draw down your accounts can drastically impact how much income you actually keep after taxes.

Juggling a mix of 401(a), 403(b), governmental/non-governmental 457(b), and Cash Balance plans creates distinct opportunities alongside hidden tax traps:

- The 457(b) Bridge vs. Trap: A governmental 457(b) offers penalty-free withdrawals before age 59½, serving as a flexible bridge for early retirement. A non-governmental 457(b), however, often defaults to a forced lump-sum payout at separation, which can spike your taxable income into the top marginal bracket.

- Cash Balance Plan Timing: Practice owners transitioning out or selling a practice face critical decisions between IRA rollovers and cash payouts to prevent massive single-year tax liabilities.

- The IRMAA Surcharge Cliff: Concentrating withdrawals into a single tax year can trigger maximum Medicare Part B and D premium surcharges two years later.

- The Roth Conversion Window: The gap years between clinical retirement and required minimum distributions (RMDs) offer a low-income window for strategic Roth conversions.

Tax efficiency isn't just about how much you've saved, it's about coordinating your withdrawal sequence long before you step away from medicine.

Read the full guide to sequencing physician retirement plan withdrawals:

https://www.oreadwealth.com/blog/physician-retirement-withdrawal-sequencing

09/03/2026

- Not every advisor has to put your interests first.
- A financial plan isn’t something you make once and forget.
- And chasing last year’s best performing investment often costs more than it earns.

Our newest issue of Views From The Top breaks down three common misconceptions about financial planning & investing, including fresh data on how investor behavior impacts returns over time.

A quick read worth your time.- https://mailchi.mp/oreadwealth.com/three-things-you-might-believe-about-investing-that-arent-true

08/13/2026

Pay the tax now and potentially reduce taxes in retirement? That's the idea behind a Roth IRA, and it's fairly unique among investment accounts.

For 2026 you can contribute up to $7,500 (or $8,600 if you're 50+), and if you make too much to contribute directly, there's a completely legal workaround called a Backdoor Roth. On this week's Views From the Top, we discuss all things Roth IRA & why it may be of benefit to your financial plan. - https://mailchi.mp/oreadwealth.com/why-roth-iras-are-powerful

07/28/2026

How much should a financial advisor actually cost you in 2026?

The honest answer depends on which of four fee models they use, & the model matters more once you're retired & living off your portfolio instead of adding to it.

We break it all down here, including how we price things at Oread Wealth.
https://www.oreadwealth.com/blog/how-much-does-a-financial-advisor-cost-2026

07/23/2026

Spain just won the World Cup, beating Argentina 1 to 0 in extra time. But what did that actually mean financially, both for Spain and for the cities that hosted the tournament here in the US?

Turns out the big projections and the real numbers don't always match up. We break down what really happened, and why it's a good reminder for your own financial plan too. Read the latest Views From The Top for the full story.- https://mailchi.mp/oreadwealth.com/spain-wins-world-cup

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Leawood, KS
66211

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