OWLFI

09/08/2026

💸 A little financial wisdom from the office couch…

The most expensive thing you can buy isn’t always the thing with the biggest price tag.

It’s something you don’t need.

Before you spend the money, ask yourself one question, Am I buying this because I need it, or because someone convinced me I do? 😏

Smart wealth isn’t just about what you make. It’s about what you keep.

09/08/2026

The Voyage Begins

Over the next several weeks, we’re taking you on a little voyage. And no, you don’t need Dramamine. ⚓

Retirement planning involves a lot more than watching an account balance grow.

Taxes.
Income.
Market volatility.
Longevity.
Long-term care.
Legacy.

They’re all part of the journey.

Over the next several weeks, we’re going to pull back the curtain on some of the conversations we have at OWLFI and share pieces from our Voyage of Retirement presentation.

We’ll look at the questions we believe people should be asking before and during retirement, including some that might surprise you.

Our goal isn't to predict every storm.

It's to help you build a strategy designed to navigate them.

Welcome aboard.

OWLFI Strategic Advisors
From Survival to Significance.

09/01/2026

Elliot has thoughts. The market has moods.
We prefer having a strategy for both.

At OWLFI, we can’t control what the market decides to do next, but we can help make sure your entire financial plan isn’t along for every twist and turn.

Watch this one. 👇

08/15/2026

TONIGHT! 🎶🥫❤️

We hope you’ll join us for 3 Cans and a Good Time!

OWLFI Strategic Advisors is proud to sponsor this event, and judging by the back of this truck, Kansas City has already understood the assignment. 🙌

🎸 The band starts at 8:00 PM
🥫 Admission is simple: bring a CASE OF FOOD
❤️ Come have a great time while helping stock local food pantries.

Good music. Good people. A GREAT cause.

Grab a case of food, grab your friends, and come join us tonight!

See you at 8!

08/15/2026

🚨 TODAY’S THE DAY! 🚨

Grab some food for Mission Southside, bring a chair and a yard game if you have one to share, and come on out to meet other great people in your community!

🍔🌭 Burgers, hot dogs, and fun for the family
💰 Gift card giveaways from our sponsors @ 7:30pm
🎶 Smokin’ J’s concert 8-10pm

RSVP at https://www.facebook.com/share/191iAxLpFG/

📍 Castle On The Prairie
22750 W. 183rd Street • Olathe, KS
🕔 Saturday, August 15 | 5:00 - 10:00 PM
👉 Bring a chair and BYOB! Bottled water will be provided.

08/14/2026

❤️🤍💙 Got plans for tomorrow night? NOW YOU DO!

OWLFI is the proud sponsor of 3 CANS AND A GOOD TIME! Come hang out with us!

We need to raise 2000 pounds of food for Mission Southside’s Back Snack Program. We’ve blown that number out of the water in the past, but we can’t do it without your support! Grab some food listed on the flyer and come have a GREAT time!

🍔🌭 FREE Cookout & fun for the whole family
💰 Gift card giveaways from our sponsors
🎶 Smokin’ J’s concert 8-10pm
🇺🇸 Spend an evening celebrating what makes our community so special: neighbors helping neighbors.

RSVP at https://www.facebook.com/share/191iAxLpFG/

📍 Castle On The Prairie
22750 W. 183rd Street • Olathe, KS
🕔 Saturday, August 15 | 5:00-10:00 PM
👉 Bring a chair and BYOB! Bottled water will be provided.

07/15/2026

Retirement doesn't fail because of one big mistake. It's usually five small ones nobody warned you about.

From when you claim Social Security to how you draw down your accounts to whether you've actually thought about your Tuesday afternoons. we walked through the decisions that quietly shape how far your money goes and how good retirement actually feels.
Swipe through all 5. Which one are you already thinking about differently?

Ready to map out your own plan? owlfi.com or just drop a comment, we read every one.

📌 Save this for the friend who keeps saying "I'll figure it out when I get there."

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.