Are you saving too much for retirement? Your answer to that question could hinge on many different factors. We cover five signs that you could be saving too much for retirement. ↓ https://lnkd.in/gxShn3P9 #savings #financialplan #wealthmanagement
Modern Wealth Management
Financial Services
Lenexa, KS 3,518 followers
Confidence, Freedom, and Time
About us
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
- Website
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https://modwm.com
External link for Modern Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Lenexa, KS
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Investments, Tax Planning, Estate Planning, Retirement Planning, Social Security, Insurance, IRAs, 401k, Tax Preparation, Wills, Trusts, Life Insurance, Long Term Care Insurance, and Portfolio Management
Locations
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Primary
Get directions
13550 W 95th St
Lenexa, KS 66215, US
Employees at Modern Wealth Management
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Melissa Topham
Director, Client Services
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Rebecca Rinas
Marketing | Communications | Branding | Graphic Design | Client Relations | Investment Services
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Mike Capelle
Co-founder & Co-CEO, Modern Wealth Management
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Michelle Ross Cannan, CPFA™, QKA®, QKC - Retirement Plan Advisor
Managing Director, Head of Company Retirement Plan Services - Specializing in Total Retirement Plan Management®
Updates
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Do you have negative feelings about the word, "budget?" Dean Barber, Chris Rett, CFP®, AIF®, and the rest of our team encourage you to consider the clarity that a budget can provide and think of it as a spending plan. Tune into today's show, as Dean and Chris explain why all Americans need a budget ↓↓ YouTube: https://lnkd.in/gYCwPiqf Spotify: spoti.fi/4d3SvRC Apple Podcasts: apple.co/3Wq1XJB #Budget #SpendingPlan #Expenses #WealthManagement
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Is a Roth conversion right for you? Matt Kasper, CFP®, AIF® reviews a case study detailing the impact Roth conversions can have on a retirement plan. Join us tonight at 6PM Central on YouTube. ⤵ https://lnkd.in/dp8fEyQb #rothira #wealthmanagement #retirementplan
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How much does it cost to live in your state? Ever wonder where your dollar goes the furthest? Visual Capitalist maps out the top 10 U.S. states with the highest annual cost of living in 2024. ⤵ https://lnkd.in/dnAri3mW #costofliving #budgeting #financialplanning
Mapped: The 10 U.S. States With the Highest Cost of Living
https://www.visualcapitalist.com
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What should you be thinking about before retirement? In a previous episode of The Guided Retirement Show Dean Barber & Drew Jones, CFP® AIF® review some important items to consider prior to retirement in order to build a financial plan around your desired lifestyle. https://lnkd.in/g3um9fWM #wealthmanagement #financialplanning #retirementplanning
Things to Consider Before Retiring | Ep. 86 | Drew Jones | The Guided Retirement Show
https://www.youtube.com/
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What are your goals and how much will it cost to accomplish them? There are a variety of factors that can cause financial stress! We review seven money management tips that give the word "budget" a more positive connotation. https://lnkd.in/gcpmN2SC #moneymanagement #wealthmanagement #financialplanning
7 Money Management Tips to Consider
https://www.modwm.com
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Could you be saving too much for retirement and not realize it? Dean Barber and Bud Kasper, CFP®, AIF® don't want you to save more than what's necessary to get to and through retirement, so they shared signs you could be saving too much for retirement on today's show ↓↓ YouTube: https://lnkd.in/gmqUuvkF Spotify: spoti.fi/3S46Ipy Apple Podcasts: apple.co/4bIpV79 #RetirementSavings #RetirementPlanning #FinancialPlan
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Welcome Knoxville!!
We are excited to welcome Tennessee-based C&J Wealth Advisors to Modern Wealth Management! "Aligned with our commitment to delivering comprehensive financial advice, the C&J Wealth Advisors team brings a highly capable group of advisors to help execute our mission," said our President and Co-founder Jason Gordo in an announcement today. Learn more about this acquisition and our efforts to develop a next-generation wealth management platform and delivery model in today’s press release. ⤵ https://lnkd.in/dPiacu39 #wealthmanagement #growth #financialplanning
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What gets you out of bed in the morning? Don’t let boredom take over your retirement! We lay out 5 benefits of volunteering in retirement, from helping your community to improving your own life satisfaction. Discover how you can make an impact in retirement. ⤵ https://lnkd.in/gcdNxJxi #volunteering #retirement #communityservices
Benefits of Volunteering in Retirement
https://www.modwm.com
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We are excited to welcome Tennessee-based C&J Wealth Advisors to Modern Wealth Management! "Aligned with our commitment to delivering comprehensive financial advice, the C&J Wealth Advisors team brings a highly capable group of advisors to help execute our mission," said our President and Co-founder Jason Gordo in an announcement today. Learn more about this acquisition and our efforts to develop a next-generation wealth management platform and delivery model in today’s press release. ⤵ https://lnkd.in/dPiacu39 #wealthmanagement #growth #financialplanning
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