Elevated Retirement Group - Kansas City

Elevated Retirement Group - Kansas City Using a team approach, we can close the gaps between your current status and your future goals, help

07/27/2026

While the executor and trustee roles are similar in many ways, the biggest difference is where they get their authority.

07/24/2026

Many people think they need a will, but what they often need is an estate plan. Here's why it matters.

Think your will controls everything you own? It may not.Your retirement account could go to someone your will never ment...
07/23/2026

Think your will controls everything you own? It may not.

Your retirement account could go to someone your will never mentions.

A living will has almost nothing to do with distributing property.

An executor does not manage a trust.

And dying with a will does not mean your family avoids probate.

Estate planning terminology can sound similar but the legal differences can completely change what happens to your assets, your medical care, and your family.

In this episode, estate planning attorney Connor Kelly clears up the terms people confuse most and explains what they actually mean.

🎧 Watch now: https://listentoscott.com/video-podcasts/estate-planning-doesnt-have-to-be-confusing/

07/13/2026

Trump Accounts may offer a new planning opportunity for kids, but they come with some important restrictions.

07/11/2026

Trump Accounts are now available for kids ages 0 to 18, but there’s one important detail parents need to understand.

The latest Trump Account details are here- and families need to understand the rules before jumping in 👇This week on the...
07/09/2026

The latest Trump Account details are here- and families need to understand the rules before jumping in 👇

This week on the podcast, Tyler breaks down the latest updates on Trump Accounts, including...

✔️ Who qualifies for the $1,000 government seed money
✔️ How contributions work
✔️ What happens when a child turns 18
✔️ Why these accounts could become a powerful long-term planning tool

🎙️Watch now: https://listentoscott.com/video-podcasts/the-2026-guide-to-trump-accounts/

06/22/2026

What we've found working with clients for more than 25 years is that unanswered questions create anxiety in retirement. One of the biggest questions is what will replace your paycheck? Without having a clear answer for that, it will leave you with an uncomfortable feeling.

06/19/2026

As you get closer to retirement, it doesn't always feel exciting. Instead, it often feels uncomfortable as anxiety sets in. That doesn't mean something is wrong with you. It's a natural feeling when a major life transition begins, and that's what we work through by building a plan.

😟 Retirement is supposed to feel exciting so why do so many people feel anxious instead?The answer often has very little...
06/18/2026

😟 Retirement is supposed to feel exciting so why do so many people feel anxious instead?

The answer often has very little to do with money.

In this episode, Scott explains why retirement anxiety is often driven by questions about identity, routine, purpose, structure, and confidence and not just account balances.

If retirement is getting closer and you're feeling unsettled, this will help you understand why.

Watch it here: https://listentoscott.com/video-podcasts/why-retirement-feels-so-unsettling-even-when-you-have-enough/

06/15/2026

Your account balance isn't just a number on a statement. It's the source of your retirement paycheck. Approaching it that way changes the math, the emotion, and the strategy.

Address

5200 West 94th Terrace, Suite 208
Prairie Village, KS
66207

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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