Sam Shields - Financial Literacy

01/28/2026

Don’t settle for a rotary phone when you can have an iPhone for the same price…it’s time to take a look at your plan.

11/13/2025

11/13/2025

11/06/2025

🎄Holiday Spending Tip 💸

The holidays are full of joy, generosity, and…extra expenses. But remember, financial peace doesn’t take a holiday!

This season, give with love and intention. Every swipe, click, or splurge is a chance to practice smart money habits that last far beyond December.

🎁Make memories, not debt.
🎁Save where you can, give where it matters.
🎁Build your budget and stick to it.
🎁Avoid those buy now, pay later traps.

The best gift you can give yourself and your family is financial peace of mind. Not just this year, but for every year to come.

06/24/2025

🏡 Home is more than a place. It’s your legacy.

For most families, a home is more than an investment—it's where memories are made and futures are built. But what happens if the unexpected strikes?

Whether it's illness, injury, or loss of income, mortgage protection with Living Benefits can help keep you & your loved ones secure in the home you cherish.

✅ Affordable coverage options
✅ Peace of mind for your family
✅ Cash benefits when you need them most

Don't wait for a crisis to plan ahead. Let's talk about how to safeguard your most important asset—your home.

06/23/2025

Hey Kansas City friends! We are very excited to announce our next Wealth 101 workshop: Monday 6/30 @6:30pm. Pizza will be provided! All are welcome to come learn & grow! Check out this Eventbrite link for some more details and to save your seat! See you all soon!

https://www.eventbrite.com/e/1429020170799?aff=oddtdtcreator

06/10/2025

What would it look like to take some chips off the table and add some certainty to your retirement income plan?

Nationwide just increased their guaranteed annual growth rate to 9.5% for up to 12 years! Check out this video, let’s talk strategy!

01/08/2025

Why settle for traditional coverage when you can have a policy that works for you while you’re still alive? It’s the smartest way to protect your family and get the most out of life. Ask me about Living Benefits!

01/02/2025

Even with health insurance, unexpected medical expenses can devastate a family’s finances. That’s why planning ahead is so important. Living Benefits provide a safety net when life throws the unexpected your way.

12/30/2024

Join us starting January 1st as we celebrate Living Benefits Awareness Month! I will be sharing content all month long to help educate on the difference Living Benefits could make in your life!

11/08/2024

Have you heard of the bucket strategy? Check out this simple and straightforward, yet powerful method I use to balance my portfolio.