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 …
2026 Winter Newsletter: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect on the year we just said goodbye to as well as focus on the year ahead. Some of us make goals, make resolutions or promise to break bad habits. Some of us just take stock of what we’ve experienced and …
On the Gridiron
Congratulations to a member of our team, Nic Ceballos, as he will be continuing his college education and football pursuits at Utah Tech University! Nic’s commitment, perseverance, resilience, and hard work has landed him an opportunity to fulfill his dream of being a D1 collegiate student athlete. Nic spent this past year as a marketing intern for Elevated Retirement Group. …
A Season of Celebration and Giving
Our annual Christmas Party was a wonderful way to close out the year, and it was truly great to see so many familiar faces gathered together. We appreciate everyone who took the time to join us—it’s moments like these that remind us how special our community is. In the spirit of giving, we were also proud to partner with you …
Advisor Milestone
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
Our Team is Expanding
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
Off to College
Cory’s daughter, Ava, is a senior at Copper Hills High School and was accepted to continue her education at the University of Kansas, starting in the fall of 2026. She plans to major in Sports Management and has applied to be a team manager for the men’s basketball team at KU. It’s a big transition for her, but with the …
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.
