Konza Global Wealth Group

Konza Global Wealth Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Konza Global Wealth Group, Financial service, 10740 Nall Avenue Suite 201, Overland Park, KS.

Joel Freisner, Associate, shares what it’s like to work at our firm and why our approach is different from other wealth ...
08/27/2026

Joel Freisner, Associate, shares what it’s like to work at our firm and why our approach is different from other wealth management groups.

For Joel, that starts with listening.

He brings 15 years of business experience to the team, with an approach rooted in understanding client needs, building meaningful relationships and helping monitor & analyze each client’s circumstances.

Joel believes trust is built through personal connection. Taking time to understand what clients need, what they expect and how they relate to the planning process helps create a stronger experience.

That is how our team works to deliver more personal, thoughtful wealth management.

Visit www.konzaglobal.com to meet our team and speak with our advisors.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

The decisions you make about retirement income can reach far beyond your monthly cash flow.For high net-worth retirees, ...
08/26/2026

The decisions you make about retirement income can reach far beyond your monthly cash flow.

For high net-worth retirees, income planning can connect with several other parts of the financial picture:
🔹 Tax strategy: How retirement income fits into the overall tax picture
🔹 Investment strategy: How investments and distribution strategies support current income needs and long-term goals
🔹 Charitable planning: How giving objectives fit within the broader wealth plan
🔹 Legacy planning: How retirement decisions support longer-term estate and family priorities

Considering these areas together helps keep retirement income decisions connected to the broader wealth strategy, rather than addressing each piece separately.

If you’re approaching or already in retirement, visit www.konzaglobal.com to discuss how these areas may fit within your broader wealth strategy.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

One unintentional mistake investors who may qualify for Net Unrealized Appreciation (NUA) can make is taking a partial d...
08/25/2026

One unintentional mistake investors who may qualify for Net Unrealized Appreciation (NUA) can make is taking a partial distribution before fully evaluating the strategy.

NUA generally requires employer stock to be distributed as part of a qualifying lump-sum distribution. The plan must generally distribute the entire applicable balance within the same calendar year after a qualifying event.

Taking distributions in stages or withdrawing part of the account before implementing the NUA strategy may cause you to lose the opportunity to apply NUA treatment.

This can happen during a job change or early retirement planning, when you may not have fully evaluated NUA yet.

If you hold highly appreciated company stock in a retirement plan, consider your complete distribution strategy before making a move.

If NUA is part of your retirement plan, consider discussing the timing with your advisor before initiating a distribution.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

Higher income can bring greater financial complexity. Investments, retirement savings, equity compensation, tax consider...
08/20/2026

Higher income can bring greater financial complexity. Investments, retirement savings, equity compensation, tax considerations and long-term goals can all influence one another.

That’s why at Konza Global Wealth Group, we begin by understanding the full financial picture before developing recommendations.

🔹 Your full financial picture: Income, investments, retirement savings, equity compensation and tax considerations
🔹 Your goals and priorities: What you’re planning for and what matters most
🔹 Your risk and investment preferences: How your portfolio and comfort with volatility align
🔹 Potential planning opportunities: Areas such as tax planning, diversification, retirement income or estate planning coordination
🔹 Next steps: Whether deeper analysis, portfolio review and a personalized financial plan make sense.

The point is to make sure financial advice is tailored to each client’s circumstances rather than relying on generic investment solutions.

If you’re balancing several financial priorities at once, visit www.konzaglobal.com to speak with one of our advisors.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

What should you weigh before adding alternative investments to your portfolio?Five key risks to keep in mind:1️⃣ Limited...
08/19/2026

What should you weigh before adding alternative investments to your portfolio?

Five key risks to keep in mind:
1️⃣ Limited liquidity
2️⃣ Longer investment time horizons
3️⃣ Accreditation requirements
4️⃣ Complex fee structures
5️⃣ Valuation transparency challenges

These factors matter because alternative investments are generally most appropriate for investors who have sufficient liquidity and a long-term investment horizon.

When used appropriately, alternatives can complement traditional investments and potentially help reduce correlation to public market volatility.

If you’re considering alternative investments, send us a message or visit www.konzaglobal.com to discuss how they may fit within your long-term strategy.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

One mistake we often see clients make with RSUs is treating them like a long-term investment simply because they’re paid...
08/18/2026

One mistake we often see clients make with RSUs is treating them like a long-term investment simply because they’re paid in company stock. But RSUs function more like cash compensation.

As Wealth Advisor Jake Bossert, CFP®, points out, RSUs are taxed as ordinary income when they vest. At that point, the question becomes: If you received the same amount in cash today, would you choose to invest all of it back into your employer’s stock?

For many individuals, selling shares upon vesting and reinvesting the proceeds into a diversified portfolio can help reduce concentration risk and keep their investments diversified and aligned with their long-term allocation targets.

And when employer stock already represents a significant portion of your wealth, RSUs shouldn’t be considered in isolation. They need to be viewed alongside your broader company stock exposure and long-term financial strategy.

If equity compensation is a meaningful part of your wealth, it's worth discussing with your advisor. Visit www.konzaglobal.com.

Big financial goals are often built through small habits repeated for years.Instead of relying on market timing, sustain...
08/14/2026

Big financial goals are often built through small habits repeated for years.

Instead of relying on market timing, sustainable wealth building often comes from creating systems that make saving, investing and protecting money more consistent.
Here are seven habits that can help:
1️⃣ Pay yourself first: Automate contributions to retirement and investment accounts before other spending takes priority.
2️⃣ Maintain a cash-flow cushion: Control lifestyle increases and direct excess income toward investing or debt reduction.
3️⃣ Invest early and regularly: Consistent contributions give compounding more time to work across changing markets.
4️⃣ Diversify income sources: Additional income may provide greater stability, flexibility and investing capacity.
5️⃣ Continue learning: Stay informed as markets, tax laws and financial-planning strategies evolve.
6️⃣ Preserve what you build: Coordinate insurance, estate documents and tax-efficient planning.
7️⃣ Build a strong professional network: Financial advisors, accountants and attorneys can provide specialized guidance for complex decisions.

At Konza Global Wealth Group, we help clients coordinate saving, investing and wealth-preservation strategies within a comprehensive financial plan. Visit www.konzaglobal.com to speak with our advisors.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

Many individuals have never had Net Unrealized Appreciation explained before deciding what to do with company stock in a...
08/12/2026

Many individuals have never had Net Unrealized Appreciation explained before deciding what to do with company stock in a 401(k).

As a result, they may automatically roll the entire account into an IRA.
Before choosing either path, it helps to understand the key differences:
🔹 Traditional IRA rollover: The balance generally stays tax-deferred, future distributions are typically taxed as ordinary income and the investor has greater flexibility to diversify.
🔹NUA election: The cost basis is generally taxed as ordinary income when the stock is distributed in-kind to a brokerage account, while the NUA portion may receive long-term capital gains treatment when sold. Strategies can help manage the potential volatility and risk associated with a concentrated stock position.

Neither option is right for everyone. Cost basis, future tax rates, state taxes and concentration risk should all be part of the analysis.

Did your rollover discussion include NUA?

Visit www.konzaglobal.com to speak with our advisors about how each option may fit within your broader retirement plan.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

Retirement income planning can become complicated quickly when several financial risks affect the plan at once.High-net-...
08/11/2026

Retirement income planning can become complicated quickly when several financial risks affect the plan at once.

High-net-worth retirees may be balancing longevity risk, changing markets, inflation, tax law changes and major family transitions.

At the same time, retirement account withdrawals can raise taxable income and may influence Medicare premiums, Social Security taxation, estate objectives and charitable giving.

Three planning areas can help bring those decisions together:
➡️ Withdrawal sequencing looks at how taxable, tax-deferred, Roth, real estate and investment properties and HSA assets should provide income.
➡️ Roth conversion planning considers whether lower-income years may offer an opportunity to move assets into Roth accounts before RMDs begin.
➡️ RMD strategy planning prepares for required distributions and the taxable income they may create.

A coordinated approach can help retirees understand how these strategies affect one another, rather than making each decision in isolation.

Visit www.konzaglobal.com to connect with our advisors and discuss how your income, taxes and retirement accounts can work together.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

As earnings grow, lifestyle costs can grow just as quickly.A larger home, nicer car, more travel and higher monthly expe...
08/06/2026

As earnings grow, lifestyle costs can grow just as quickly.

A larger home, nicer car, more travel and higher monthly expenses may still feel affordable, while leaving less room to build lasting wealth.

Wealth Advisor Jake Bossert, CFP®, recently shared three areas that can make a meaningful difference:
➡️ Increasing savings and investments as income grows.
➡️ Reviewing decisions involving Roth conversion timing, capital gains and tax-loss harvesting.
➡️ Considering how investments are positioned across different account types.

If your earnings have increased but your wealth-building progress has not kept pace, visit www.konzaglobal.com to speak with an advisor.



This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

This visual was created with AI-assisted image generation and is intended for illustrative purposes only.

Address

10740 Nall Avenue Suite 201
Overland Park, KS
66211

Website

Alerts

Be the first to know and let us send you an email when Konza Global Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Konza Global Wealth Group:

Shortcuts

Share

Category