Breaking the Curse of Knowledge: How to Share What You’ve Learned About Retirement
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much the financial landscape changes, the questions people ask about retirement almost never do. The course I teach, Retirement Elevated, was created to help aspiring retirees prepare for both the practical and emotional sides of this life transition. Advisors across the country …
When Everyone’s Watching but No One’s Helping: The Caregiver’s Bystander Trap
Have you ever witnessed an accident, whether it was a car crash, someone collapsing, or a sudden medical emergency? For a split second, your instincts tell you to help… but then another thought sneaks in: “Someone else will take care of it.” That quiet hesitation is so common that psychologists have a name for it: the bystander effect. It describes how, when …
Steps To Take in 2026: Reflection, Renewal, and Readiness for the Year Ahead
How can another year have come and gone so quickly? It seems like yesterday we were making sense of 2025, another year full of surprises, resilience, and reminders that the world (and the markets) rarely follow a script. Inflation cooled but not without a few bumps. Interest rates stayed higher than we’d grown used to, testing patience and portfolios alike. …
Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
An Elevated Communication Experience
Fewer Emails. Greater Financial Impact. If you choose to remain on our VIP list, you’ll hear from me less often—but with far more purpose behind every message. Your time and your inbox are important, and I want to ensure each communication you receive directly supports your financial clarity, confidence, and long-term goals. Going forward, my updates will focus on what …
Sign up for Harvesters
Friday, March 6th: 10:30 am – 12:30 pm 3801 Topping Avenue, Kansas City MO 64129 Light refreshments served Please follow these instructions to register online for your reserved event(s): 1. Visit the Harvesters Community Food Network event registration page: https://cerv.is/0015rERG 2. Select your desired event and follow the on screen instructions to access the CERVIS registration system. If this is …
Back to the Basics: How Home Equity Can Support a More Flexible Retirement
For many retirees, the home is more than a place to live, it’s one of the largest assets on the balance sheet. Yet home equity is often overlooked or underutilized in retirement planning. When thoughtfully integrated into a broader financial strategy, home equity can provide flexibility, resilience, and peace of mind throughout retirement. The key isn’t viewing your home as …
Briefcase Study: Talking with Adult Children About Aging Plans
Talking with Adult Children About Aging Plans: Why the Conversation Matters Over the holidays, Marsha found herself packaging up Christmas dinner leftovers with her adult daughter to feed the grandkids for days to come. What she didn’t expect was the conversation they had about the future and what may come next for Marsha after she can no longer continue to …
The “New” Retirement Strategy That’s Been Working All Along
Not long ago, I received an email from a well-known financial firm with the bold subject line: “[Name] Shares a New Retirement Strategy.” Naturally, my curiosity was piqued. Who doesn’t want to learn a new way to make retirement income more reliable? But as I read on, I smiled. The ‘new’ idea being introduced was something we’ve used at Elevated Retirement Group …
The Joy of the Splurge: Why a Little Luxury Makes More Sense at 62 Than at 22
I’ll admit this upfront: what I’m about to say might surprise you. It even surprises me sometimes. I’ve spent most of my career preaching prudence: save diligently, invest wisely, live below your means. And yet, as I’ve grown older and watched clients move from earning to enjoying, I’ve come to a surprising conclusion. Buying a few luxury items in your …
