OWLFI

02/24/2026

Up to 85% of your Social Security benefits can be taxable.

Many retirees don’t realize how easily this happens — especially once IRA withdrawals or RMDs begin.

In this video, we break down how Social Security is taxed and what you can do to reduce the impact.

Watch here:

Social Security taxes are one of the most misunderstood parts of retirement planning — especially when it comes to how much of your benefits can actually bec...

01/30/2026

Spreading the good word on how to legally reduce taxes in retirement 💡

Most people plan for retirement income —
few plan for the tax hit that comes with it.

Without a strategy, taxes can quietly take a major bite out of your lifetime savings.
The good news? You don’t have to accept that.

That’s what we covered at our recent dinner seminar.
Plan ahead. Keep more of what you earned.

12/25/2025

Merry Christmas from the OWLFI family! 🎄

We’re incredibly grateful for each and every one of you and wish you a joyful holiday season. Enjoy time with loved ones, sip some eggnog, and open a few great presents along the way. 🎁

As we close out the final week of 2025, we’re excited for what’s ahead and look forward to an amazing 2026 together.

12/23/2025

When you spend time around people who influence markets, policy, and capital flows, your perspective changes.

It sharpens how you plan, how you protect, and how you build for what’s next.

That’s not theory. That’s experience.

12/22/2025

Can’t believe Christmas is only 3 days away!

12/12/2025

Brainstorms, spreadsheets, and one fluffy Chief Morale Officer making sure nobody escapes the room until ideas are dialed in. OWLFI planning sessions are where we map out retirement strategies, wealth architecture, and big goals… While Daisy supervises the caffeine intake.

12/02/2025

Welcome to OWLFI — Fiduciary Wealth & Tax Planning

At OWLFI, we help individuals, families, and business owners reduce lifetime taxes, build reliable retirement income, and protect generational wealth. We coordinate financial planning, tax strategy, investment management, and estate considerations into one clear, comprehensive plan—so you can retire with confidence and keep more of what you’ve earned.

What We Help You With:
• Retirement tax planning & income strategy
• Roth conversion planning & tax-efficient distributions
• Investment management & portfolio construction
• Tax planning for business owners
• Exit, liquidity, and succession strategies
• Oil & Gas IDC-based tax deduction opportunities
• Estate, trust, and generational wealth coordination

📍 Based in Lenexa, Kansas — serving clients nationwide
🌐 Learn more: www.owlfi.com
📞 Schedule a consultation: 913-441-8380
✉️ [email protected]

OWLFI — Helping you build, protect, and transfer wealth through clear, coordinated strategy.

OWLFI provides accounting services, financial advisory, and tax strategies to help Lenexa, KS, business owners confidently sell their businesses. Secure your lifestyle with expert guidance.

12/02/2025

Former NFL linebacker Mike Rivera shares how he beat self-doubt and built a winning mindset.

This clip is from Elliot’s inaugural episode of The American Dream TV — the two-time Emmy-nominated, 14-time Telly Award winning show that highlights inspiring communities across the country.

Catch the full episode on The Elliot Omanson Show YouTube channel — link in bio. 🔗





American Dream Network

11/25/2025

Debt is like weight gain.

It's easy to put on and difficult to take off.

Elliot is always full of wise words 🤣

11/19/2025

Big News! 🎥

Elliot Omanson is the new host of The American Dream—a two-time Emmy-nominated and 14-time Telly Award–winning lifestyle show that highlights inspiring communities across the country.

In his inaugural episode, Elliot spotlights the I AM Foundation, a nonprofit empowering underserved youth. This mission aligns perfectly with his Backseat Ballers series, where he interviews successful entrepreneurs who each contribute a $1,000 donation to the foundation—and many go on to mentor students directly.

Catch Elliot’s debut episode premiering on CNBC on November 29th at 5:30 AM CT.
The episode will also be available on The Elliot Omanson Show YouTube channel the following week.

KCRealEstate Martin Taggart American Dream Network