2025 Fall Newsletter: Kansas City

As we round the corner into another fall season, I’m reminded of just how much change we continue to see in the world around us, from economic shifts, geopolitical uncertainties, political movements, market dynamics, and more. It’s a very unique time, and for many retirees or those preparing for retirement, that dynamism can feel like instability. But alongside this movement is something more hopeful: the opportunity to plan, prepare, and live with intention. At Elevated Retirement Group, that’s exactly what we aim to help our clients do every day: transform the uncertainty of what’s next into a confident plan for what’s possible.

As the leaves begin to change and the pace of life (hopefully) slows a bit, fall offers the perfect opportunity to revisit the financial roadmap you’ve set, or maybe begin drawing it for the first time. Whether it's making strategic updates or simply reaffirming the goals you've already established, now is a great time to reflect, recalibrate, and recommit to the life you want to live.

In this issue of the Elevated Insider, we’re exploring two topics that I think deserve special attention:

Can Financial Planning Improve Health and Vitality?

This piece explores the often-overlooked connection between financial wellness and physical well-being. From lowering stress to enabling better access to care, it turns out that a strong financial plan may be one of the healthiest things you can do for yourself.

The Widowhood Curve

This article tackles a more sensitive, but essential, topic: preparing for the financial realities that come with losing a spouse. As difficult as this conversation can be, it's one that empowers couples to approach retirement with clarity and compassion, ensuring both partners are prepared, no matter what life brings.

As always, we’re grateful for the relationships we have with each of you. We know that behind every account statement and strategy session is a family, a story, and a future that matters deeply. Thank you for the continued trust you place in our team.

I hope this season brings peace to your home, clarity to your planning, and time to enjoy the people and moments that matter most.