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Ascend Wealth Management

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Overland Park, KS
Ascend Wealth Management

Elevate your life and your future. Helping guide you to financial security, clarity, and confidence.

10/28/2026

Conventional wisdom shows one thing. The Ascend Advisor Alpha™ process shows another: same client, same balance sheet, two very different results.

This hypothetical example illustrates what a more intentional retirement income strategy could look like in practice. The bottom figures represent projected legacy value — the estimated after-tax dollars passed on to your heirs. Under the Ascend strategy, the projected legacy is $4,338,820 compared to $3,259,453 under conventional wisdom.

What if your plan is good, just not as good as it could be?

10/27/2026

A client recently told Ryan, “I can't retire yet; COBRA's too expensive.”

He told them, “Yes, the premium's expensive, but it's buying you freedom. What's a month of your life actually worth? It's worth more than that premium.” Sometimes money is worth more than just money. Sometimes money is worth freedom.

10/22/2026

One spouse wanted to retire and travel. The other wasn't ready to stop working. Normally, that's a tension-ridden conversation. In this case, all we needed was a creative compromise.

We found they'd already saved more than enough. So instead of continuing to sock money away, we decided to free up their cash flow. This gave them the unique opportunity to ease into retirement together. He doesn't feel rushed to quit as soon as possible, and she doesn't have to wait to plan their next trip.

Sometimes the answer isn't “keep saving.” It's “You've done enough. Go live a little.”

10/21/2026

Sometimes we'll tell a client: we are going to sell your fund, create a gain, and buy it right back.

“Why would we do that? That's stupid; you're gonna pay tax.” That's the normal reaction. It sounds backward. Watch to see why it's not.

10/20/2026

Here's what Ryan would tell DIY-ers managing their own retirement planning, if he wasn't afraid to hurt their feelings.

You're smart. You're willing to put in the time. You'll stay on top of every tax law change and investment strategy out there. But you can't replicate what comes from sitting across the table from thousands of people who've made this exact decision.

So, it comes down to one question: time or money? Which one do you actually want more of?

10/16/2026

There's a misconception that most people think rationally about their money. But too often, they're living by default. Ryan often asks clients directly, "If you're not spending your retirement savings, do you want to leave your kids millions of dollars?" Sometimes the answer is no. But by default, that's exactly what happens.

This is one of the hardest areas we push clients in. Our job isn't to tell you what to choose. It's to make sure you're actually making a choice.

10/14/2026

“You're one more client in a large organization. You don't really feel as well looked after, just sort of another account for them.”

That's how our client Jerry described working with his previous advisor, a large financial institution. That lack of support became increasingly obvious as the stakes got higher heading into retirement:

“You do this complete 180. You're working and saving and investing for decades, and then suddenly you flip it — now you don't have a regular income. That's a very difficult transition.”

Here's how he describes the value of working with the Ascend team: “Now I feel reassured — confidence and comfort going into retirement.” Thank you, Jerry Sherman, for sharing your story.

10/13/2026

The most important thing in our relationships with clients is trust. And being worthy of that can mean telling clients something they don't want to hear or advocating for something that isn't directly in our best interests.

Take pension buyouts. Companies often offer them because the pension is expensive for them to maintain, not because it's better for the employee. Which means the best advice is: keep it.

Telling clients not to put an asset in our hands doesn't make us money. But sometimes it's the right thing to do, and it helps build trust.

10/08/2026

Some people pay more for the same Medicare. Why? IRMAA.

She's not some nice old lady down the street. She wants you to pay more for the same healthcare as everyone else, and it's based on your income from two years ago.

10/07/2026

You've recently retired and decided to move closer to your kids. You buy a lovely house in the new town. Then, six months later, your children take new jobs and move across the country. This scenario plays out more than you might think, which is why Ryan tells clients who are planning a move to rent for the first six months to a year before they buy.

It might feel like wasting money on rent. But it’s about buying yourself flexibility and not locking yourself into a decision, or the wrong fit, too quickly.

Address

6601 College Boulevard, Suite 140
Overland Park, KS
66211

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://ascend.nm.com/

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