Joey Kiper - Financial Representative

Joey Kiper - Financial Representative Helping clients protect what matters most and helping to create a plan towards financial security.

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6186B8iYV2

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6185BBNC77

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6187B8VDZS

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

05/19/2026

Most people don’t realize this…

The last 5–10 years before retirement are often the most important years in your entire financial life.
Not because you’re saving the most
…but because the decisions you make now determine how long your money lasts later.
Working with pre-retirees, I consistently see a few common gaps:

They’ve done a great job saving, but don’t have a clear income strategy
Their money is spread across accounts, but there’s no coordinated plan
They’re unsure how taxes will impact retirement withdrawals
They’re relying heavily on market performance without a risk adjustment plan

At this stage, it’s less about accumulating
and more about structuring.

Because retirement isn’t just about hitting a number—it’s about:
✅ Turning savings into predictable income
✅ Reducing unnecessary risk
✅ Making sure your plan actually supports your lifestyle
✅ Creating confidence in the transition out of work

The difference between retiring “comfortably” and “stressfully” often comes down to the planning done before the paycheck stops.

If you’re within 10 years of retirement (or know someone who is), it’s worth taking a closer look. Give me a call or shoot me a DM.

309-445-0807

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6181BB4el5

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2601 Cattleman Road Suite 200
Sarasota, FL
34231

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