Wise Wealth, LLC

11/04/2025

We are pleased to announce that we have joined forces with Wealth Enhancement. Read the press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-wise-wealth-independent-ria-over-464-million

To find news and updates on our team, please follow Wealth Enhancement.

This partnership brings the firm’s total client assets to more than $125 billion and marks its 100th acquisition.

10/07/2025

What Matters Most Deserves a Plan

𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒑𝒆𝒂𝒄𝒆 doesn’t happen by chance — it comes from having a plan.

At Wise Wealth, we believe your goals, your family, and your future are too important to leave to uncertainty. Our team of financial advisors takes the time to understand what truly matters to you.

From there, we create a personalized strategy designed to help you achieve those goals.

Because when you have a clear plan, you can focus on what really matters.

📞 Let’s start your plan today.
www.wisewealth.com/contact-us
816.246.WISE (9473)

09/30/2025

Please join us in giving a warm welcome to 𝑨𝒎𝒂𝒏𝒅𝒂 𝑹𝒐𝒃𝒊𝒏𝒔𝒐𝒏, our new Director of Client Services! Amanda brings an incredible heart for helping people, a love for building genuine connections, and a talent for making clients feel truly cared for. We’re so excited to have her on the Wise Wealth team!

Outside of work, Amanda enjoys crafting, serving at her church, traveling to new places, and—most of all—spending quality time with her family. She and her husband are active in their church community, their son works as a nurse at Children’s Mercy Hospital, and their daughter plays college softball (where Amanda loves cheering her on!). Mexican food is her favorite treat, and she’s always up for making memories with loved ones.

𝑳𝒊𝒌𝒆 𝒕𝒉𝒊𝒔 𝒑𝒐𝒔𝒕 𝒐𝒓 𝒄𝒐𝒎𝒎𝒆𝒏𝒕 𝒃𝒆𝒍𝒐𝒘 to give Amanda a warm welcome!

09/29/2025

Happy Birthday to Becca Ollar, CPA! 🎂

Becca has been such a valuable addition to our Wise Wealth team. As our Director of Tax Services, she partners closely with clients on tax planning and preparation, helping them build tax-efficient strategies that maximize savings and provide clarity around their tax liabilities.

Our clients consistently rave about her expertise and care, and we couldn’t be more grateful to have her on our team.

Drop a 🎉 in the comments to help us celebrate Becca today!

09/24/2025

Help us wish a belated Happy Birthday to Barbara Duffey, our Director of Legacy Planning!

Barbara is such a wonderful person and always jumps in to help wherever she’s needed. We’re lucky to have her on our team — hope you had the best day, Barbara! 💙

09/15/2025

📚 𝐒𝐦𝐚𝐫𝐭 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐒𝐭𝐚𝐫𝐭𝐬 𝐰𝐢𝐭𝐡 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧

Our 𝟐-𝐃𝐚𝐲 𝐒𝐢𝐦𝐩𝐥𝐢𝐟𝐲 𝐘𝐨𝐮𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐮𝐫𝐬𝐞 is designed to teach you the principles of retirement planning so you can approach your future with clarity and confidence.

In this course, you’ll:
✔️ Learn the principles of retirement planning
✔️ Identify and prepare for the challenges retirees face
✔️ Apply our simple and effective “𝐓𝐡𝐫𝐞𝐞 𝐁𝐮𝐜𝐤𝐞𝐭 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡” to financial planning in retirement

📆 Choose your dates:
• Tuesdays, Sept. 23rd & 30th | 6:30-8:30 PM
• Saturdays, Sept. 27th & Oct. 4th | 9:00-11:00 AM
📍 UCM – Lee's Summit
1101 NW Innovations Pkwy, Room B108, Lee's Summit, MO 64086

Tuition: $49 (includes course materials). Plus, a workbook and a hardcover copy of our 194-page book, Simplify Your Retirement.

Seats are limited—reserve yours today!
𝐰𝐰𝐰.𝐰𝐢𝐬𝐞𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨𝐦/𝐞𝐯𝐞𝐧𝐭𝐬

09/12/2025

As the seasons shift and cooler days arrive, it’s a reminder that 𝒄𝒉𝒂𝒏𝒈𝒆 𝒄𝒂𝒏 𝒃𝒆 𝒂 𝒃𝒆𝒂𝒖𝒕𝒊𝒇𝒖𝒍 𝒕𝒉𝒊𝒏𝒈.

Whether you’re nearing retirement or already there, now is the perfect time to ensure your financial plan reflects 𝒚𝒐𝒖𝒓 𝒈𝒐𝒂𝒍𝒔 𝒂𝒏𝒅 𝒅𝒓𝒆𝒂𝒎𝒔.

At Wise Wealth, our mission is to guide families on a path that makes work optional and to design a plan that empowers the freedom to 𝒈𝒊𝒗𝒆, 𝒔𝒆𝒓𝒗𝒆, 𝒂𝒏𝒅 𝒆𝒏𝒋𝒐𝒚 𝒍𝒊𝒇𝒆 like never before.

𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬!
www.wisewealth.com/contact-us
816.246.WISE (9473)
[email protected]

09/10/2025

Just like the changing seasons, your retirement plan needs regular check-ins to stay aligned with your goals.

Take our simple, 8-question quiz to find out if your retirement is on track. www.wisewealth.com/quiz

Fall is just around the corner—which makes it the perfect time to pause, reflect, and make sure you’re on track for the future. The team at Wise Wealth is here to assist you with your specific needs and unique goals.

Contact us:
www.wisewealth.com/contact-us
816.246.WISE (9473)
[email protected]

09/03/2025

At Wise Wealth, our mission is simple: to guide families on a path that makes work optional. We design financial plans that empower the freedom to give, serve, and enjoy life 𝒍𝒊𝒌𝒆 𝒏𝒆𝒗𝒆𝒓 𝒃𝒆𝒇𝒐𝒓𝒆.

What does 𝒚𝒐𝒖𝒓 dream retirement look like?
Comment below & inspire our followers!

More than crunching numbers, we help you define your personal goals and build a plan for a retirement full of joy. 💙



Contact us:
816.246.WISE (9473)
[email protected]

08/25/2025

📢 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐭𝐨𝐝𝐚𝐲 𝐚𝐭 👉 𝐰𝐰𝐰.𝐒𝐢𝐦𝐩𝐥𝐢𝐟𝐲𝐘𝐨𝐮𝐫𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭.𝐜𝐨𝐦 – 𝐬𝐞𝐚𝐭𝐬 𝐟𝐢𝐥𝐥 𝐟𝐚𝐬𝐭!

Are you approaching retirement or already there? Join our Simplify Your Retirement 2-Day Course to gain clarity and confidence about your financial future.

📖 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐋𝐞𝐚𝐫𝐧:
• How to minimize future tax risk in retirement
• How longevity impacts your retirement plan—and how to prepare for it
• Strategies to maximize Social Security benefits
• Whether a Roth IRA conversion makes sense for you
• The essentials of insurance and legacy planning
• A proven three-bucket approach to achieve a confident retirement

📍 𝑺𝒆𝒑𝒕𝒆𝒎𝒃𝒆𝒓 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔:
𝐌𝐂𝐂 – 𝐌𝐚𝐩𝐥𝐞 𝐖𝐨𝐨𝐝𝐬 (𝐊𝐚𝐧𝐬𝐚𝐬 𝐂𝐢𝐭𝐲, 𝐌𝐎)
• Tuesdays: 9/9 & 9/16 | 6:30-8:30 PM
• Saturdays: 9/13 & 9/20 | 9:00-11:00 AM
📍 2601 NE Barry Road, Kansas City, MO 64156

𝐔𝐂𝐌 – 𝐋𝐞𝐞’𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 (𝐋𝐞𝐞’𝐬 𝐒𝐮𝐦𝐦𝐢𝐭, 𝐌𝐎)
• Tuesdays: 9/23 & 9/30
• Saturdays: 9/27 & 10/4
📍 1101 NW Innovations Pkwy, Lee's Summit, MO 64086

✨ Don’t leave your retirement to chance—equip yourself with strategies to protect your future.
📢 Register now at 👉 www.SimplifyYourRetirement.com

08/25/2025

✨Happy Birthday to our amazing Director of Operations, Hannah!

Hannah’s dedication to Wise Wealth and our clients is truly unmatched—she ensures everything runs smoothly behind the scenes so our clients receive the best service possible.

Join us in wishing Hannah a wonderful birthday! Drop your well wishes in the comments below—we know she’ll appreciate hearing from you!💛 Hannah Noel

08/22/2025

In this episode of the Simplify Your Retirement Podcast, host Paul Brock welcomes Aaron Love, Attorney at Love Law Group, to discuss what it truly means to age well and prepare for life’s uncertainties.

Watch the full episode here: https://youtu.be/_2921qa8X5I?si=FhS4yTjQ72Fpzkpw

Key takeaways include:
🔹 Why incapacity planning is just as important as estate planning
🔹 The essential legal documents everyone should have in place
🔹 The risks of “do-it-yourself” online legal documents
🔹 The difference between proactive planning and crisis planning
🔹 How communication and a clear senior planning checklist can ease stress for families

Whether you’re preparing for your own retirement or supporting aging parents, this episode provides clarity, confidence, and actionable steps to simplify your planning.