By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. “The difference between successful people and really successful people is that really successful people say no...
By Tanner Manning Tanner Manning is a financial planning associate in Salt Lake City, working with clients in the Kansas City area, Phoenix, and Utah Valley. While Searcy Financial Services is based in Kansas City, I work remotely out of Utah. I was born and raised...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. For many families, financial planning eventually becomes about more than investments, retirement accounts, or...
By Marc C. Shaffer Dust off your Derby hats and mark your calendars. The Third Annual Run for the Roses benefiting Growing Futures Early Education Center will take place Saturday, May 2, 2026 at 4:30 p.m. at Hallbrook Country Club. This Kentucky Derby themed...
By Marc C. Shaffer As a financial advisor, I spend most of my days helping people think long term. Retirement planning...Investment management...Estate considerations...Tax-efficient strategies. The conversations are meaningful and often serious. But mindset matters...
By Marc C. Shaffer As a financial planner, I’ve read countless books about money, investing, and building wealth. Few have resonated as deeply as Carl Richards’ Your Money: Reimagining Wealth in 101 Simple Sketches. The beauty of Carl’s work lies in its simplicity, as...
By Marc C. Shaffer I recently spent two consecutive Mondays doing something I never imagined would feel intimidating. I blocked four and a half hours each day to sit in a studio and read my own book out loud for the audiobook version. Even though I spent the last year...
By Marc C. Shaffer Each year I set new goals and commit to something that will stretch me personally and professionally. Some of those commitments only last a season, while others become part of my long-term growth journey. Over the years, I’ve been fortunate to...
By Marc C. Shaffer In 2024, I had given a few presentations about networking and paying it forward when one of my mentors asked me what I thought was a joke: “Why haven’t you written a book yet?” I laughed. I could barely finish a 1,000-word blog post for my company...
By Jessica Kmetty, President & CEO Starting and running your own business can be one of the most rewarding ways to build wealth, independence, and flexibility. It can help you create freedom, impact, and let you design your own life, but that often means rewriting...