Category: Financial Planning
How to Transfer Your Hard Earned Assets Efficiently with Nick Montague, J.D., CAP® (Ep. 5)

How to Transfer Your Hard Earned Assets Efficiently with Nick Montague, J.D., CAP® (Ep. 5)

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If you want to ensure your assets are protected seamlessly, especially when it involves family, you should get an attorney involved. 

In this episode, we are joined by Nick Montague, Attorney and Chartered Advisor in Philanthropy CAP®, to talk about wills, living wills, powers of attorney and discuss why they’re essential for you and your family.

Nick discusses:

  • His life story and taking a leap of faith at a very young age
  • The reason why he pursued a degree in law
  • The four different areas involved in asset protection and estate planning
  • The unique approach to client interactions at Smith Pauley
  • What to look for in an attorney that will handle your family affairs and assets
  • And more

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About Nick Montague:

Nick Montague is a partner at Smith Pauley. He develops personalized estate planning solutions for individuals and families throughout Iowa, Nebraska, and Missouri. He guides clients through a holistic approach to planning; identifying specific strategies and implementing plans to meet the needs of the client. He develops multigenerational relationships to ensure the legacy of the client and ensure continuity of planning.

His practice ranges from traditional estate planning (e.g. powers of attorney, wills and trusts) to asset protection and wealth transfer strategies. He has dedicated himself to continued learning and has attained the designation of Chartered Advisor in Philanthropy CAP® where he developed the skills necessary to help guide clients through strategic and intentional gifting. 

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Understanding Insurance With Michael Gibbons (Ep. 4)

Understanding Insurance With Michael Gibbons (Ep. 4)

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Insurance is an essential part of financial planning, but when shopping around for insurance coverage you may come across various products that can be confusing. Understanding the different types of insurance can help you make the best coverage decision according to your needs.

At Soar Wealth Strategies we don’t do insurance coverage but it’s certainly a part of our comprehensive process to make sure our clients and listeners are informed.

In this episode, we are joined by Michael Gibbons, an insurance agent at Advantage Insurance Agency with over a decade of experience to share some important information about insurance coverage. 

Michael discusses: 

  • What proper auto, home and personal liability insurance coverage looks like
  • His background, internship at Disney and how he became an insurance agent
  • How he’s helped Soar Wealth Strategies support their clients
  • What homeowners in Omaha might need to be prepared for regarding their insurance
  • And so much more!

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About Our Guest:

Michael Gibbons has been a licensed agent with Advantage Insurance Agency since 2009.

Growing up in the suburbs of Philadelphia, he graduated and played Baseball at the West Chester University of Pennsylvania (don’t ask him what his pitching record was.) He met his wife in Florida while working at Walt Disney World and soon followed her back to her home state of Nebraska in 2000. Although Michael is a huge Philly sports fan, he LOVES Husker football. He has a daughter and son and loves to watch them play any sport or activity they are in. Michael has extensive knowledge in the Real estate industry and loves to deal with real estate investors!

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Year-End Tax Planning Guide With Aundrea Bricker (Ep. 3)

Year-End Tax Planning Guide With Aundrea Bricker (Ep. 3)

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With the tax season around the corner, now is the best time to work with a tax professional to help you implement effective strategies that could help you reduce your taxes.

In this episode, Jon Schuetz and Brent Connelly are joined by Aundrea Bricker, CPA and co-founder of Bricker Accounting and Tax Services, LLC. Aundrea shares the strategies you can use to reduce not only your current taxes but future taxes as well.

Jon, Brent and Aundrea discuss:

  • Why you should make tax planning a year-round activity
  • How capital gains are properly taxed
  • How to maximize your HSAs (Health Spending Accounts)
  • Effective strategies advisors, individuals and businesses can use to make sure their accounts align 
  • And more!

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About Our Guest:

Aundrea’s love for accounting started early in life. She was introduced to the ten key at the age of 12 while helping her father maintain the books for the family nursing home business. Despite this early childhood exposure to green bar paper, Aundrea chose accounting as the focus of her higher education. During her final year of education, Aundrea also worked as an intern for Blackman and Associates PC. She joined the firm full-time upon completion of her bachelor’s degree in 1996.

Aundrea continued to grow professionally at the same CPA firm for 18 years. In 2013, Aundrea formed Bricker Accounting and Tax Services, LLC. She continues to support her clients with the same exceptional service, dedication, and professionalism that she has demonstrated throughout her entire career.

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Meet Our Co-host Brent Connelly (Ep. 2)

Meet Our Co-host Brent Connelly (Ep. 2)

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Introducing – Brent Connelly, the other half of the dynamic duo on our podcast. Brent’s belief in helping people soar to their own success has made him the leader he is today.

In this episode, we pass the spotlight on to Brent and get to know him a little better.

Brent will share more about his upbringing, education, early experiences with investing and what he plans to bring to this podcast as Jon Schuetz interviews him.

Brett and Jon discuss:

  • How his father taught him the value of a dollar at a very young age
  • What he learned about work ethic after getting his first job at the age of 15 
  • Why he went from pursuing teaching to becoming a financial advisor
  • And more!

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About Brent Connelly: 

Brent Connelly is a Partner at Soar Wealth Strategies. He has over a decade of experience in the financial industry and over two decades of experience in business. As an advisor, Brent helps motivated, like-minded families confidently manage their wealth and confront financial uncertainty. He offers clear, straightforward advice through the implementation of actionable and trustworthy strategies.

Brent founded Soar Wealth Strategies with Jon Schuetz in 2022. Prior to going independent, Brent was a limited partner at Edward Jones, where he took pride in serving his clients and coaching new advisors to do the same. Brent’s passion for education and leadership is rooted in his upbringing.

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Welcome to Financial Flight Academy with Brent Connelly and Jon Schuetz! (Ep. 1)

Welcome to Financial Flight Academy with Brent Connelly and Jon Schuetz! (Ep. 1)

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We are preparing for take-off! No need to fasten your seatbelts.

In this introductory episode, Jon Schuetz,  founding partner of Soar Wealth Strategies provides a little background about himself and reveals how he took the leap from television sportscaster to CERTIFIED FINANCIAL PLANNER®.

Interviewed by his co-pilot, founding partner Brent Connelly, Jon answers questions about his upbringing, the concept of this podcast, and Soar Wealth Strategies’s philosophy.

Jon and Brent discuss:

  • How Jon Schuetz went from introvert to television sportscaster and now CERTIFIED FINANCIAL PLANNER®
  • The principles SOAR Wealth Strategies stands by and their process
  • Why managing risk is an important part of every discussion at Soar Wealth Strategies
  • The upbringing that inspired Jon Schuetz to become a CERTIFIED FINANCIAL PLANNER® and how the transition happened
  • And more!

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About Jon Schuetz:

Jon Schuetz is a Partner at Soar Wealth Strategies. As an advisor, Jon provides clients with guidance so they can make informed financial decisions. He is dedicated to empowering his clients, helping them feel understood, informed, in control and secure with all aspects of their financial lives.

Inspired to embark on a career that makes an impact on others’ lives, Jon got his start in the financial industry in 2010 when he started a practice at Edward Jones after leaving a successful 24-year career in the broadcast industry. 

Outside the office, Jon and his wife, Donna, enjoy riding their bicycles. They’ve ridden trails all over the world. They also like playing pickleball, and Jon attempts to play golf without much success.

Donna and Jon are excited to see their children begin their financial journeys. They have two sons that serve in the Air Force. Their daughter is a nurse, and they have been blessed with a grandson.

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