If you had walked into a local restaurant around four or five o'clock on the right day a few years ago, there's a good chance you would have found Jeff Pelaccio and I sitting at the bar with a couple of beers. Looking back, that's exactly where our friendship and...
There are two things I learned quickly about being an intern. First, we will happily eat whatever snacks the company provides. Second, we will nod confidently in meetings, then spend the walk back to our desks figuring out what everyone just said. My name is Tano, and...
There was a time when the idea of spending an entire day every quarter in strategic planning sounded almost impossible. Like many business owners, I naturally gravitate toward the outward-facing parts of our business. I enjoy meeting with clients, networking in the...
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...