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Jonathan Harner, CFP®
3 days ago
The Only Two Times to Change Your Investment Strategy: Lessons from 200 Years of Market Wisdom
The only 2 times to change your investment strategy: when your goals shift or your portfolio was flawed. Patience builds true wealth.
Jonathan Harner, CFP®
Dec 13
Fee-Only, Fiduciary: What Does It Actually Mean?
Discover what 'fee-only' and 'fiduciary' mean, and why choosing the right financial advisor can secure your financial future.
Jonathan Harner, CFP®
Nov 26
The Pareto Principle & Cash Flow: Unlocking Smarter Financial Strategies
Focus on the big three: taxes, housing, and transportation. Small changes there make the biggest impact on your cash flow.
Jonathan Harner, CFP®
Nov 21
Purpose Over Portfolio: How to Save for Your Child with Your Values in Mind
Start saving for your child by focusing on your values: Purpose first, then Plan, then Portfolio.
Jonathan Harner, CFP®
Oct 31
From Chaos to Order: How Regular Financial Reviews Affect Your Finances
Regular financial reviews prevent entropy from unraveling your financial plan. Stay on track to avoid risks tax issues, and outdated info.
Jonathan Harner, CFP®
Oct 14
What to Expect in Your First Meeting with a Financial Advisor: A Comprehensive Guide
Your first meeting with a financial advisor is key to planning your future. Find out what to expect in your first meeting with our guide.
Tough Conversations: Navigating the Emotional Hurdles of Estate Planning
Estate planning is a complex process that everyone needs to go through. It’s not the money or assets that make it complex. It's the emotion.
Jonathan Harner, CFP®
Aug 23
Cash Flow & The 80-20 Rule
In this episode, Jonathan talks about the movement of money in and out of your finances and critical areas you can optimize cash flow.
Jonathan Harner, CFP®
Jul 31
Pennies into Power: Mastering Small Business Finances
As a small business ourselves, one of our specialties at Wichita Wealth is helping small business owners navigate these complexities.
Jonathan Harner, CFP®
Jul 30
Retired Professionals: Make These Years Your Best Years
How to make your golden years more enjoyable with our approach to wealth management.
Jonathan Harner, CFP®
Jul 23
Retirement Planning
Find peace of mind with a good retirement plan. This requires careful planning, expert guidance, and a commitment to improvement.
Let’s Make Smart Decisions, Together.
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