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.

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

07/15/2026

Thinking about retiring early or selling your business, but worried about the cost of health insurance before Medicare kicks in at 65? You aren't alone.

This "coverage gap" is one of the most common hurdles early retirees face. The good news? It’s highly solvable with the right planning.

In our latest guide, we compare your three primary paths:
🔹 COBRA – Good for short-term transitions, but can get expensive.

🔹 Spouse's Plan – Often the most cost-effective option if available.

🔹 The ACA Marketplace – Where strategic tax planning can unlock significant premium savings.

We also break down how to use a well-funded HSA as a means to fund healthcare costs in retirement.

Don't let healthcare costs delay your next chapter. Read our latest blog post to learn how to bridge the gap:

🔗 https://www.oreadwealth.com/blog/how-to-afford-health-insurance-before-medicare

07/04/2026

Happy 4th of July! 🇺🇸

Today, we aren’t just celebrating Independence Day. We are celebrating 250 years of freedom, innovation, and resilience.

Wishing everyone a safe and wonderful Semiquincentennial milestone with family and friends! ✨

06/29/2026

Great food, amazing weather, and even better company! 🍖☀️

We were proud to sponsor Bark Side of the Moon at the Great Lenexa BBQ Battle this past weekend. Huge shoutout to everyone who stopped by and made it such a fantastic event!

06/04/2026

Most people think hiring a financial planner is about picking better investments. The reality is far more valuable than that.

https://www.oreadwealth.com/blog/benefits-of-hiring-a-certified-financial-planner

05/28/2026

Are you working with a financial expert or just a generalist?

For many physicians, the "standard" financial advice doesn't quite cut it. Between managing high student loan balances, navigating 457(b) vs. 403(b) plans, and entering peak earning years later than most, your financial life is anything but average.

In our latest guide, we break down how to find an advisor who actually understands the physician career path.

What to look for:

- Fiduciary Status: Ensure they are legally obligated to put your interests first—at all times.

- Fee-Only Model: Clear compensation without the hidden bias of commissions.

- Physician-Specific Knowledge Base: Can they talk RVUs, partnership buy-ins, and complex tax strategies?

Don't settle for a "one-size-fits-all" plan. Read the full guide here: How to Choose the Right Financial Advisor as a Physician

https://www.oreadwealth.com/blog/how-to-choose-financial-advisor-physician

05/21/2026

Stop waiting until 59.5 to access your hard-earned savings. 🩺

For physicians at nonprofit or public hospitals, the 457(b) plan is a unique tool that can fund the gap between your final day of work and "traditional" retirement age.

In our latest blog, Scott Sturgeon, JD, CFP® breaks down:
✅ How to contribute up to $49k+ annually between plans.
✅ The 2026 catch-up contribution rules.
✅ The specific risks of non-governmental plans.

If financial independence is your goal, don't leave this account on autopilot.

Full article: https://www.oreadwealth.com/blog/physician-457b-retirement-planning-guide

05/14/2026

Stop reactive scrambling every April! 🛑

The most successful business owners don't find "clever loopholes"—they engage in deliberate, coordinated tax planning year-round.

If you’re 5-10 years away from retirement, now is the time to explore tools like Defined Benefit Plans or Section 179 deductions to accelerate your savings and lower your taxable income.

Check out our 9-step checklist to ensure your business and personal finances are working in harmony.

https://www.oreadwealth.com/blog/tax-strategies-business-owners-before-retirement

Address

5251 West 116th Place, STE 200
Leawood, KS
66211

Website

https://oreadwealth.com/

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