Nest Financial

Nest Financial Our mission is to simplify the intricacy of investments with financial solutions accessible to all.

A lot of people think financial confidence comes from knowing everything.It doesnโ€™t.It comes from having a structure you...
09/03/2026

A lot of people think financial confidence comes from knowing everything.

It doesnโ€™t.

It comes from having a structure you can rely on and a system that you can control.

In a world full of chaos, it can be challenging to find order. You donโ€™t need perfect knowledge. You need a starting point and a path to follow.

We are here to be your guide.

Talk to us today: www.investwithnest.com/just-ask-josh/

๐–๐ก๐ž๐ง ๐ก๐ž๐š๐๐ฅ๐ข๐ง๐ž๐ฌ ๐ญ๐ฎ๐ซ๐ง ๐œ๐ก๐š๐จ๐ญ๐ข๐œ, ๐ข๐ญ ๐ข๐ฌ ๐ž๐š๐ฌ๐ฒ ๐ญ๐จ ๐Ÿ๐ž๐ž๐ฅ ๐ฅ๐ข๐ค๐ž ๐ฒ๐จ๐ฎ ๐ง๐ž๐ž๐ ๐ญ๐จ ๐ฆ๐š๐ค๐ž ๐ฌ๐ฎ๐๐๐ž๐ง ๐ฆ๐จ๐ฏ๐ž๐ฌ. But short-term noise shouldnโ€™t dicta...
09/01/2026

๐–๐ก๐ž๐ง ๐ก๐ž๐š๐๐ฅ๐ข๐ง๐ž๐ฌ ๐ญ๐ฎ๐ซ๐ง ๐œ๐ก๐š๐จ๐ญ๐ข๐œ, ๐ข๐ญ ๐ข๐ฌ ๐ž๐š๐ฌ๐ฒ ๐ญ๐จ ๐Ÿ๐ž๐ž๐ฅ ๐ฅ๐ข๐ค๐ž ๐ฒ๐จ๐ฎ ๐ง๐ž๐ž๐ ๐ญ๐จ ๐ฆ๐š๐ค๐ž ๐ฌ๐ฎ๐๐๐ž๐ง ๐ฆ๐จ๐ฏ๐ž๐ฌ.

But short-term noise shouldnโ€™t dictate long term decisions. At Nest Financial, we design portfolios structured to withstand market pullbacks without compromising your core goals.

When volatility hits, our job is to filter out the noise, rebalance strategically, and keep you trajectory steady.

Contact us today to learn more: www.investwithnest.com/just-ask-josh/

๐˜๐จ๐ฎ๐ซ ๐ฐ๐ข๐ฅ๐ฅ ๐ฆ๐š๐ฒ ๐ง๐จ๐ญ ๐œ๐จ๐ง๐ญ๐ซ๐จ๐ฅ ๐ฌ๐จ๐ฆ๐ž ๐จ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐ฌ๐ญ ๐ฏ๐š๐ฅ๐ฎ๐š๐›๐ฅ๐ž ๐š๐ฌ๐ฌ๐ž๐ญ๐ฌ. Retirement accounts, life insurance, payable-on-death accou...
08/27/2026

๐˜๐จ๐ฎ๐ซ ๐ฐ๐ข๐ฅ๐ฅ ๐ฆ๐š๐ฒ ๐ง๐จ๐ญ ๐œ๐จ๐ง๐ญ๐ซ๐จ๐ฅ ๐ฌ๐จ๐ฆ๐ž ๐จ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐ฌ๐ญ ๐ฏ๐š๐ฅ๐ฎ๐š๐›๐ฅ๐ž ๐š๐ฌ๐ฌ๐ž๐ญ๐ฌ.

Retirement accounts, life insurance, payable-on-death accounts, and certain jointly owned property generally pass according to their beneficiary designations or ownership - not according to your will.
That means an old beneficiary form can create a very different result from the one described in your estate-planning documents.

Estate planning is more than signing papers. Your will, trust, account ownership, and beneficiary designations need to work together.
If you have experienced a marriage, divorce, birth, death, move, or other major life change, it may be time to review the entire plan.

Contact us today to learn more: www.investwithnest.com/just-ask-josh/

-a-Will

๐‘‡โ„Ž๐‘–๐‘  ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘–๐‘  ๐‘’๐‘‘๐‘ข๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘Ž๐‘›๐‘‘ ๐‘–๐‘  ๐‘›๐‘œ๐‘ก ๐‘™๐‘’๐‘”๐‘Ž๐‘™ ๐‘Ž๐‘‘๐‘ฃ๐‘–๐‘๐‘’. ๐ธ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’-๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘™๐‘Ž๐‘ค๐‘  ๐‘ฃ๐‘Ž๐‘Ÿ๐‘ฆ ๐‘๐‘ฆ ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’.

๐’๐ข๐ ๐ง๐ข๐ง๐  ๐š ๐ญ๐ซ๐ฎ๐ฌ๐ญ ๐๐จ๐œ๐ฎ๐ฆ๐ž๐ง๐ญ ๐๐จ๐ž๐ฌ ๐ง๐จ๐ญ ๐š๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐œ๐š๐ฅ๐ฅ๐ฒ ๐ฆ๐จ๐ฏ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐ซ๐จ๐ฉ๐ž๐ซ๐ญ๐ฒ ๐ข๐ง๐ญ๐จ ๐ญ๐ก๐ž ๐ญ๐ซ๐ฎ๐ฌ๐ญ. To work as intended, the plan may req...
08/25/2026

๐’๐ข๐ ๐ง๐ข๐ง๐  ๐š ๐ญ๐ซ๐ฎ๐ฌ๐ญ ๐๐จ๐œ๐ฎ๐ฆ๐ž๐ง๐ญ ๐๐จ๐ž๐ฌ ๐ง๐จ๐ญ ๐š๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐œ๐š๐ฅ๐ฅ๐ฒ ๐ฆ๐จ๐ฏ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐ซ๐จ๐ฉ๐ž๐ซ๐ญ๐ฒ ๐ข๐ง๐ญ๐จ ๐ญ๐ก๐ž ๐ญ๐ซ๐ฎ๐ฌ๐ญ.

To work as intended, the plan may require assets to be retitled, deeds to be updated, and the beneficiary designations to be coordinated with the trust.
This process is often called โ€œfunding the trust.โ€
An unfunded trust may leave assets outside the trust - and those assets may still require probate.
The documents matter. But so does the follow-through.

Your estate-planning attorney should provide the legal guidance. Your financial planner can help identify accounts, review beneficiary designations, and coordinate the financial pieces of the plan.

Contact us today to learn more: www.investwithnest.com/just-ask-josh/

-a-Will

๐‘‡โ„Ž๐‘–๐‘  ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘–๐‘  ๐‘’๐‘‘๐‘ข๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘Ž๐‘›๐‘‘ ๐‘–๐‘  ๐‘›๐‘œ๐‘ก ๐‘™๐‘’๐‘”๐‘Ž๐‘™ ๐‘Ž๐‘‘๐‘ฃ๐‘–๐‘๐‘’. ๐ธ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’-๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘™๐‘Ž๐‘ค๐‘  ๐‘ฃ๐‘Ž๐‘Ÿ๐‘ฆ ๐‘๐‘ฆ ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’.

๐–๐ก๐ฒ ๐š๐ซ๐ž ๐ฆ๐จ๐ซ๐ž ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐œ๐จ๐ง๐ฌ๐ข๐๐ž๐ซ๐ข๐ง๐  ๐ญ๐ซ๐ฎ๐ฌ๐ญ๐ฌ? It is not necessarily because they have enormous estates. A trust may help som...
08/20/2026

๐–๐ก๐ฒ ๐š๐ซ๐ž ๐ฆ๐จ๐ซ๐ž ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐œ๐จ๐ง๐ฌ๐ข๐๐ž๐ซ๐ข๐ง๐  ๐ญ๐ซ๐ฎ๐ฌ๐ญ๐ฌ?

It is not necessarily because they have enormous estates.

A trust may help someone:
โ€ข Avoid probate for assets properly placed in the trust
โ€ข Provide ongoing management if they become incapacitated
โ€ข Keep certain family and financial matters more private
โ€ข Provide detailed instructions about instructions about when and how beneficiaries receive money
โ€ข Plan for minor children, blended families, or beneficiaries who need additional support
โ€ข Manage real estate located in more than one state

A trust is a planning tool - not a status symbol. Whether you need one depends on your family, your assets, and what you want the plan to accomplish.

Talk to us today to learn more: www.investwithnest.com/just-ask-josh/

-a-Will

๐‘‡โ„Ž๐‘–๐‘  ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘–๐‘  ๐‘’๐‘‘๐‘ข๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘Ž๐‘›๐‘‘ ๐‘–๐‘  ๐‘›๐‘œ๐‘ก ๐‘™๐‘’๐‘”๐‘Ž๐‘™ ๐‘Ž๐‘‘๐‘ฃ๐‘–๐‘๐‘’. ๐ธ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’-๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘™๐‘Ž๐‘ค๐‘  ๐‘ฃ๐‘Ž๐‘Ÿ๐‘ฆ ๐‘๐‘ฆ ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’.

๐˜๐จ๐ฎ ๐ก๐š๐ฏ๐ž ๐ฉ๐ซ๐จ๐›๐š๐›๐ฅ๐ฒ ๐ก๐ž๐š๐ซ๐ ๐ญ๐ก๐š๐ญ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ฒ โ€œ๐š๐ฏ๐จ๐ข๐ ๐ฉ๐ซ๐จ๐›๐š๐ญ๐žโ€. ๐๐ฎ๐ญ ๐ฐ๐ก๐š๐ญ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐›๐š๐ญ๐ž?Probate is the co...
08/18/2026

๐˜๐จ๐ฎ ๐ก๐š๐ฏ๐ž ๐ฉ๐ซ๐จ๐›๐š๐›๐ฅ๐ฒ ๐ก๐ž๐š๐ซ๐ ๐ญ๐ก๐š๐ญ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ฒ โ€œ๐š๐ฏ๐จ๐ข๐ ๐ฉ๐ซ๐จ๐›๐š๐ญ๐žโ€.
๐๐ฎ๐ญ ๐ฐ๐ก๐š๐ญ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐›๐š๐ญ๐ž?

Probate is the court-supervised process used to:
โ€ข Confirm the authority of an executor or administrator
โ€ข Identify and value estate assets
โ€ข Pay valid debts and expenses
โ€ข Distribute the remaining property

Probate is not automatically disastrous. But depending on the estate and the state, it can require additional time, expense, paperwork, and public court filings.

Good estate planning helps determine which assets would go through probate - and whether there are appropriate ways to simplify the process for your family.

Connect with us today to learn more: www.investwithnest.com/just-ask-josh/

-a-Will

๐‘‡โ„Ž๐‘–๐‘  ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘–๐‘  ๐‘’๐‘‘๐‘ข๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘Ž๐‘›๐‘‘ ๐‘–๐‘  ๐‘›๐‘œ๐‘ก ๐‘™๐‘’๐‘”๐‘Ž๐‘™ ๐‘Ž๐‘‘๐‘ฃ๐‘–๐‘๐‘’. ๐ธ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’-๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘™๐‘Ž๐‘ค๐‘  ๐‘ฃ๐‘Ž๐‘Ÿ๐‘ฆ ๐‘๐‘ฆ ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’.

๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐ข๐ฌ ๐Œ๐š๐ค๐ž-๐€-๐–๐ข๐ฅ๐ฅ ๐Œ๐จ๐ง๐ญ๐ก - ๐›๐ฎ๐ญ ๐š ๐ฐ๐ข๐ฅ๐ฅ ๐ข๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐จ๐ง๐ž ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐š๐ง ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง. A complete plan may also include:โ€ข A financ...
08/13/2026

๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐ข๐ฌ ๐Œ๐š๐ค๐ž-๐€-๐–๐ข๐ฅ๐ฅ ๐Œ๐จ๐ง๐ญ๐ก - ๐›๐ฎ๐ญ ๐š ๐ฐ๐ข๐ฅ๐ฅ ๐ข๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐จ๐ง๐ž ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐š๐ง ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง.

A complete plan may also include:
โ€ข A financial power of attorney
โ€ข Healthcare directives
โ€ข Updated beneficiary designations
โ€ข A trust, when appropriate
โ€ข Clear instructions for the people who will carry out you wishes

Estate planning is not only about deciding who receives your money. It is also about deciding who can help you, how your affairs should be handled, and what you want to make easier for the people you love.
A will is a good place to start. It should not necessarily be where the planning ends.

Contact us today to start planning: www.investwithnest.com/just-ask-josh/

-a-Will

๐‘‡โ„Ž๐‘–๐‘  ๐‘–๐‘›๐‘“๐‘œ๐‘Ÿ๐‘š๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘–๐‘  ๐‘’๐‘‘๐‘ข๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘Ž๐‘›๐‘‘ ๐‘–๐‘  ๐‘›๐‘œ๐‘ก ๐‘™๐‘’๐‘”๐‘Ž๐‘™ ๐‘Ž๐‘‘๐‘ฃ๐‘–๐‘๐‘’. ๐ธ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’-๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘” ๐‘™๐‘Ž๐‘ค๐‘  ๐‘ฃ๐‘Ž๐‘Ÿ๐‘ฆ ๐‘๐‘ฆ ๐‘ ๐‘ก๐‘Ž๐‘ก๐‘’.

๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ ๐จ๐š๐ฅ๐ฌ ๐š๐ง๐ ๐ฉ๐ฅ๐š๐ง๐ฌ ๐š๐ซ๐ž ๐Ÿ๐จ๐ซ ๐ž๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž. At Nest Financial we assist you in creating personal roadmaps to help you ...
08/11/2026

๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ ๐จ๐š๐ฅ๐ฌ ๐š๐ง๐ ๐ฉ๐ฅ๐š๐ง๐ฌ ๐š๐ซ๐ž ๐Ÿ๐จ๐ซ ๐ž๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž. At Nest Financial we assist you in creating personal roadmaps to help you balance all of your goals. We will ensure your money is working as hard as possible, from tax-advantaged accounts to smart savings strategies. We are here to help you protect your future and keep you accountable for your financial growth. Contact us today to start your journey: www.investwithnest.com/just-ask-josh/

๐‡๐ž๐ซ๐ž ๐š๐ซ๐ž ๐Ÿ‘ ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ž๐ฏ๐ž๐ซ๐ฒ ๐ฌ๐ญ๐ฎ๐๐ž๐ง๐ญ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ก๐š๐ฏ๐ž ๐›๐ž๐Ÿ๐จ๐ซ๐ž ๐ฆ๐จ๐ฏ๐ข๐ง๐  ๐ข๐ง๐ญ๐จ ๐ญ๐ก๐ž ๐๐จ๐ซ๐ฆ:1. ๐๐ฎ๐๐ ๐ž๐ญ๐ข๐ง๐  ๐๐š๐ฌ๐ข๐œ๐ฌ: Set clear expectatio...
08/04/2026

๐‡๐ž๐ซ๐ž ๐š๐ซ๐ž ๐Ÿ‘ ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ž๐ฏ๐ž๐ซ๐ฒ ๐ฌ๐ญ๐ฎ๐๐ž๐ง๐ญ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ก๐š๐ฏ๐ž ๐›๐ž๐Ÿ๐จ๐ซ๐ž ๐ฆ๐จ๐ฏ๐ข๐ง๐  ๐ข๐ง๐ญ๐จ ๐ญ๐ก๐ž ๐๐จ๐ซ๐ฆ:

1. ๐๐ฎ๐๐ ๐ž๐ญ๐ข๐ง๐  ๐๐š๐ฌ๐ข๐œ๐ฌ: Set clear expectations around monthly spending, recurring subscriptions, and emergency funds.
2. ๐‚๐ซ๐ž๐๐ข๐ญ ๐Ÿ๐ŸŽ๐Ÿ: Explain how credit scores work and the risks of high-interest credit card debt.
3. ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ ๐’๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ฒ: Warn them about common digital financial scams targeting students via peer-to-peer payment apps.

Building strong financial habits early is one of the best gifts you can give the next generation.

Contact us today to learn more: https://investwithnest.com/just-ask-josh/

๐€ ๐ญ๐ซ๐ฎ๐ž ๐Ÿ๐ซ๐ข๐ž๐ง๐ ๐š๐ฅ๐ฐ๐š๐ฒ๐ฌ ๐ฅ๐จ๐จ๐ค๐ฌ ๐จ๐ฎ๐ญ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐›๐ž๐ฌ๐ญ ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ๐ฌโ€”๐š๐ง๐ ๐ฌ๐จ ๐๐จ๐ž๐ฌ ๐š ๐Ÿ๐ข๐๐ฎ๐œ๐ข๐š๐ซ๐ฒ. Today, we celebrate the power of trust, ...
07/30/2026

๐€ ๐ญ๐ซ๐ฎ๐ž ๐Ÿ๐ซ๐ข๐ž๐ง๐ ๐š๐ฅ๐ฐ๐š๐ฒ๐ฌ ๐ฅ๐จ๐จ๐ค๐ฌ ๐จ๐ฎ๐ญ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐›๐ž๐ฌ๐ญ ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ๐ฌโ€”๐š๐ง๐ ๐ฌ๐จ ๐๐จ๐ž๐ฌ ๐š ๐Ÿ๐ข๐๐ฎ๐œ๐ข๐š๐ซ๐ฒ.

Today, we celebrate the power of trust, loyalty, and meaningful relationships.

When it comes to managing your finances and future, having an advisor who is obligated to put your goals ahead of everything else makes all the difference.

Talk to us today: https://investwithnest.com/just-ask-josh/

Address

6254 Blue Ridge Boulevard
Raytown, MO
64133

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 12pm

Website

Alerts

Be the first to know and let us send you an email when Nest Financial 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 Nest Financial:

Shortcuts

Share

Category