Nest Financial

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

Honoring the fallen. Remembering their sacrifice. Today and every day, we are profoundly grateful for the heroes who gav...
05/25/2026

Honoring the fallen. Remembering their sacrifice. Today and every day, we are profoundly grateful for the heroes who gave everything for our freedom.

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐Ÿ๐ž๐ž๐ฅ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฆ๐จ๐ฏ๐ž, ๐ญ๐ก๐š๐ญโ€™๐ฌ ๐ง๐จ๐ซ๐ฆ๐š๐ฅ.Weโ€™ve worked with people at all income levels. The c...
05/21/2026

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐Ÿ๐ž๐ž๐ฅ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฆ๐จ๐ฏ๐ž, ๐ญ๐ก๐š๐ญโ€™๐ฌ ๐ง๐จ๐ซ๐ฆ๐š๐ฅ.

Weโ€™ve worked with people at all income levels. The common thread isnโ€™t the number on their paycheckโ€ฆ

Itโ€™s that almost everyone has questions.

Everyone is trying to figure something out.

Thatโ€™s exactly why weโ€™re here. Let's figure it out together. Contact us today: https://investwithnest.com/just-ask-josh/

Financial stress doesnโ€™t come from a lack of incomeโ€”it comes from a lack of direction.If you want to build a clear, acti...
05/18/2026

Financial stress doesnโ€™t come from a lack of incomeโ€”it comes from a lack of direction.

If you want to build a clear, actionable financial plan without being tied to a company or a sales pitch, try this out.

Weโ€™re running a trial program for new users to build their goal plan, 100% string-free.

Stop guessing where you're at. Get your roadmap here: www.dashmoneyguide.com

To further help meet these goals, contact us today: https://investwithnest.com/just-ask-josh/

Most people think they should understand money by now. How to structure it...How to manage it... How to plan it... But, ...
04/16/2026

Most people think they should understand money by now.
How to structure it...
How to manage it...
How to plan it...

But, if itโ€™s not polite to talk about moneyโ€ฆhow can you learn?

So if it feels confusingโ€ฆ
thatโ€™s normal.

The "polite" silence ends here. Talk to us today: ://investwithnest.com/just-ask-josh/

๐“๐ก๐ž ๐œ๐ฅ๐จ๐œ๐ค ๐ข๐ฌ ๐ญ๐ข๐œ๐ค๐ข๐ง๐ ! This is your friendly reminder that the tax deadline is Wednesday, April 15th, 2026.Donโ€™t wait unt...
04/13/2026

๐“๐ก๐ž ๐œ๐ฅ๐จ๐œ๐ค ๐ข๐ฌ ๐ญ๐ข๐œ๐ค๐ข๐ง๐ !
This is your friendly reminder that the tax deadline is Wednesday, April 15th, 2026.

Donโ€™t wait until the midnight hour to hit "submit." Whether youโ€™re expecting a refund or need to settle up with Uncle Sam, getting it done now means one less thing on your plate.

Quick To-Do List:

-Double-check your SSN and bank routing numbers.

-Ensure all 1099s and W-2s are accounted for.

-If you need more time, file for an extension today (but remember, you still have to pay any estimated taxes owed by the 15th!).

Finish strong and enjoy your tax-free weekend!


๐“๐ก๐ž ๐†๐ซ๐ž๐š๐ญ ๐’๐ฎ๐›๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง ๐๐ฎ๐ซ๐ ๐žStill looking for ways to declutter for the season? If youโ€™re paying for a streaming service...
04/11/2026

๐“๐ก๐ž ๐†๐ซ๐ž๐š๐ญ ๐’๐ฎ๐›๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง ๐๐ฎ๐ซ๐ ๐ž

Still looking for ways to declutter for the season? If youโ€™re paying for a streaming service you havenโ€™t touched since 2022, this is your sign to hit "Cancel."

Here is your 3-step guide to mastering your subscriptions this spring:

๐“๐ก๐ž ๐Ÿ‘-๐Œ๐จ๐ง๐ญ๐ก ๐‘๐ฎ๐ฅ๐ž: Have I used this service in the last 90 days?

๐“๐ก๐ž ๐ƒ๐ฎ๐ฉ๐ฅ๐ข๐œ๐š๐ญ๐ข๐จ๐ง ๐‚๐ก๐ž๐œ๐ค: Do I have two apps that do the same thing (e.g., Spotify vs. Apple Music)?

๐‚๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐š๐ญ๐ž ๐˜๐จ๐ฎ๐ซ ๐๐ข๐ฅ๐ฅ๐ข๐ง๐  ๐ƒ๐š๐ญ๐ž: If possible, move your "must-have" bills to the same day of the month so you know exactly when the big "hit" to your balance is coming.

๐๐ž๐ฌ๐ญ ๐๐ซ๐จ-๐“๐ข๐ฉ๐ฌ ๐Ÿ๐จ๐ซ ๐’๐ญ๐š๐ฒ๐ข๐ง๐  ๐Ž๐ซ๐ ๐š๐ง๐ข๐ณ๐ž๐

Don't let the clutter grow back! Stay on top of things with these habits:

๐“๐ก๐ž "๐ˆ๐ฆ๐ฆ๐ž๐๐ข๐š๐ญ๐ž ๐‚๐š๐ง๐œ๐ž๐ฅ" ๐“๐ซ๐ข๐œ๐ค: When you sign up for a free trial, cancel it immediately. Most services will still let you use the remaining trial days, but you won't get charged when it ends.

๐“๐ซ๐š๐œ๐ค ๐ข๐ง ๐Ž๐ง๐ž ๐๐ฅ๐š๐œ๐ž: Have a dedicated virtual card for automatic charges. Doing this will help track how much you need to set aside for those miscellaneous subscriptions.

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

From our family to yours, we wish you a very Happy Easter! ๐Ÿฃ May your day be bright and your year be prosperous.
04/06/2026

From our family to yours, we wish you a very Happy Easter! ๐Ÿฃ May your day be bright and your year be prosperous.

๐’๐ฉ๐ซ๐ข๐ง๐  ๐…๐จ๐ซ๐ฐ๐š๐ซ๐ ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ž๐ฌ โ˜€๏ธ๐Ÿ“ˆWe're officially losing an hour of sleep this weekend, but let's trade that hour for ๐š ๐ฌ...
03/07/2026

๐’๐ฉ๐ซ๐ข๐ง๐  ๐…๐จ๐ซ๐ฐ๐š๐ซ๐ ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ž๐ฌ โ˜€๏ธ๐Ÿ“ˆ

We're officially losing an hour of sleep this weekend, but let's trade that hour for ๐š ๐ฌ๐ž๐š๐ฌ๐จ๐ง ๐จ๐Ÿ ๐Ÿ๐จ๐œ๐ฎ๐ฌ๐ž๐ ๐ž๐ง๐ž๐ซ๐ ๐ฒ ๐š๐ง๐ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐ .

The first step into focusing your energy this year is spring cleaning! While you're busy tidying up your home, don't forget to ๐ ๐ข๐ฏ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž๐ฌ ๐š ๐ญ๐ก๐จ๐ซ๐จ๐ฎ๐ ๐ก ๐ฌ๐œ๐ซ๐ฎ๐› as well.

Here are 5 tips to help boost the start:

1. ๐‚๐ซ๐ž๐š๐ญ๐ž ๐š ๐‘๐ž๐š๐ฅ๐ข๐ฌ๐ญ๐ข๐œ ๐๐ฎ๐๐ ๐ž๐ญ
2. ๐„๐ฏ๐š๐ฅ๐ฎ๐š๐ญ๐ž ๐’๐ฎ๐›๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ง๐ ๐‘๐ž๐œ๐ฎ๐ซ๐ซ๐ข๐ง๐  ๐๐ข๐ฅ๐ฅ๐ฌ
3. ๐‘๐ž๐๐ฎ๐œ๐ž ๐จ๐ซ ๐‚๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐š๐ญ๐ž ๐ƒ๐ž๐›๐ญ
4. ๐”๐ฉ๐๐š๐ญ๐ž ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐๐จ๐ฅ๐ข๐œ๐ข๐ž๐ฌ
5. ๐‘๐ž๐ฏ๐ข๐ž๐ฐ ๐˜๐จ๐ฎ๐ซ ๐’๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐š๐ง๐ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐๐ฅ๐š๐ง

Don't let your financial spring cleaning be an overwhelming task. Start with one step at a time and celebrate your progress along the way. Your efforts will result in a cleaner, clearer, and more confident financial future!

Don't know where to start? Contact us today: https://investwithnest.com/just-ask-josh/

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐›๐š๐ง๐ค ๐š๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐œ๐จ๐ฎ๐ฅ๐ ๐ญ๐š๐ฅ๐ค, ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ข๐ญ ๐ญ๐ž๐ฅ๐ฅ ๐ฒ๐จ๐ฎ ๐ญ๐จ "๐ซ๐ž๐ฅ๐š๐ฑ, ๐ˆ'๐ฏ๐ž ๐ ๐จ๐ญ ๐ญ๐ก๐ข๐ฌ," ๐จ๐ซ ๐ข๐ฌ ๐ข๐ญ ๐ฌ๐œ๐ซ๐ž๐š๐ฆ๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐š๐ญ๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง?โฃโฃ๐Œ๐จ๐ง๐ž๐ฒ ๐ข...
02/17/2026

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐›๐š๐ง๐ค ๐š๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐œ๐จ๐ฎ๐ฅ๐ ๐ญ๐š๐ฅ๐ค, ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ข๐ญ ๐ญ๐ž๐ฅ๐ฅ ๐ฒ๐จ๐ฎ ๐ญ๐จ "๐ซ๐ž๐ฅ๐š๐ฑ, ๐ˆ'๐ฏ๐ž ๐ ๐จ๐ญ ๐ญ๐ก๐ข๐ฌ," ๐จ๐ซ ๐ข๐ฌ ๐ข๐ญ ๐ฌ๐œ๐ซ๐ž๐š๐ฆ๐ข๐ง๐  ๐Ÿ๐จ๐ซ ๐š๐ญ๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง?โฃ
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๐Œ๐จ๐ง๐ž๐ฒ ๐ข๐ฌ ๐ฃ๐ฎ๐ฌ๐ญ ๐š ๐ญ๐จ๐จ๐ฅ to buy back your time. โฃ
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Most people spend ๐Ÿ’๐ŸŽ+ ๐ก๐จ๐ฎ๐ซ๐ฌ ๐š ๐ฐ๐ž๐ž๐ค ๐ž๐š๐ซ๐ง๐ข๐ง๐  money, then spend another ๐Ÿ“ ๐ก๐จ๐ฎ๐ซ๐ฌ ๐š ๐ฐ๐ž๐ž๐ค ๐ฌ๐ญ๐ซ๐ž๐ฌ๐ฌ๐ข๐ง๐  over how to manage it. Thatโ€™s a "management tax" you don't have to pay.โฃ
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The goal isn't to be a full-time amateur fund manager. ๐“๐ก๐ž ๐ ๐จ๐š๐ฅ ๐ข๐ฌ ๐ญ๐จ ๐ฌ๐ž๐ญ ๐ฎ๐ฉ ๐š ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ that runs in the background so you can go back to being a full-time humanโ€”a parent, a traveler, a creator, a friend.โฃ
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If your money requires your constant attention to grow, you haven't built wealth yet; you've just built another job.โฃ
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๐๐ž๐ฌ๐ญ ๐๐ซ๐จ-๐“๐ข๐ฉ: Wealth feels a lot lighter when itโ€™s automated. If youโ€™re tired of the "manual labor" of moving money, letโ€™s build a system that lets you focus on the life youโ€™re actually funding.โฃ
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Contact us today: https://investwithnest.com/just-ask-josh/โฃโฃโฃโฃ
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๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐š๐ง๐ ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐š๐ซ๐ญ๐ง๐ž๐ซ ๐ฐ๐ž๐ซ๐ž ๐ก๐š๐ง๐๐ž๐ ๐š "๐ฌ๐ฎ๐ซ๐ฉ๐ซ๐ข๐ฌ๐ž" $๐Ÿ“,๐ŸŽ๐ŸŽ๐ŸŽ ๐ญ๐จ๐๐š๐ฒ, ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฒ๐จ๐ฎ ๐›๐จ๐ญ๐ก ๐ฉ๐ข๐œ๐ค ๐ญ๐ก๐ž ๐ฌ๐š๐ฆ๐ž ๐ฐ๐š๐ฒ ๐ญ๐จ ๐ฎ๐ฌ๐ž ๐ข๐ญ, ๐จ๐ซ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ข๐ญ ๐ฅ...
02/12/2026

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐š๐ง๐ ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐š๐ซ๐ญ๐ง๐ž๐ซ ๐ฐ๐ž๐ซ๐ž ๐ก๐š๐ง๐๐ž๐ ๐š "๐ฌ๐ฎ๐ซ๐ฉ๐ซ๐ข๐ฌ๐ž" $๐Ÿ“,๐ŸŽ๐ŸŽ๐ŸŽ ๐ญ๐จ๐๐š๐ฒ, ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฒ๐จ๐ฎ ๐›๐จ๐ญ๐ก ๐ฉ๐ข๐œ๐ค ๐ญ๐ก๐ž ๐ฌ๐š๐ฆ๐ž ๐ฐ๐š๐ฒ ๐ญ๐จ ๐ฎ๐ฌ๐ž ๐ข๐ญ, ๐จ๐ซ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ข๐ญ ๐ฅ๐ž๐š๐ ๐ญ๐จ ๐š ๐๐ž๐›๐š๐ญ๐ž?โฃ
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Flowers and chocolate are great, but the most romantic thing you can do for your relationship this month doesn't come in a heart-shaped box. Itโ€™s a ๐Œ๐จ๐ง๐ž๐ฒ ๐ƒ๐š๐ญ๐ž.โฃ
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In a partnership, "wealth" isn't just about the balance in your joint savings; itโ€™s about the ๐ฅ๐ž๐ฏ๐ž๐ฅ ๐จ๐Ÿ ๐ญ๐ซ๐ฎ๐ฌ๐ญ ๐š๐ง๐ ๐š๐ฅ๐ข๐ ๐ง๐ฆ๐ž๐ง๐ญ you have regarding your future.โฃ
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๐“๐ก๐ž ๐Œ๐จ๐ง๐ž๐ฒ ๐ƒ๐š๐ญ๐ž ๐Œ๐ž๐ง๐ฎ:โฃ
This week, skip the spreadsheets, grab your favorite drinks, and ask each other these three things:โฃ
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1. ๐“๐ก๐ž "๐‡๐ข๐ ๐ก-๐…๐ข๐ฏ๐ž" ๐Œ๐จ๐ฆ๐ž๐ง๐ญ: What was our proudest financial moment of 2025?
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2. ๐“๐ก๐ž "๐–๐ข๐ฅ๐๐œ๐š๐ซ๐" ๐†๐จ๐š๐ฅ: If we knew we couldn't fail, whatโ€™s one "big dream" weโ€™d start saving for tonight?โฃ
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3. ๐“๐ก๐ž "๐’๐š๐Ÿ๐ž๐ญ๐ฒ ๐๐ž๐ญ" ๐‚๐ก๐ž๐œ๐ค: Do we both feel equally "in the loop" on where our emergency funds are and how to access them?โฃ
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๐“๐ก๐ž ๐†๐จ๐š๐ฅ: Total transparency equals total peace of mind. When youโ€™re both looking at the same map, the journey is a lot more fun.โฃ
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๐๐ž๐ฌ๐ญ ๐๐ซ๐จ-๐“๐ข๐ฉ: If the "Money Date" feels a little intimidating to start, letโ€™s grab a coffee. I can help facilitate that first "big picture" conversation so you can get back to the romance.โฃ
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Contact us today: https://investwithnest.com/just-ask-josh/โฃโฃโฃ
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6254 Blue Ridge Boulevard
Raytown, MO
64133

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