Caleb Banegas- Edward Jones

Caleb Banegas- Edward Jones Helping Retirees & High-Income Professionals Protect & Grow $1M+ Portfolios | Fiduciary Financial Advisor

Calling all Royals fans! 👑 We are organizing a large VIP Group Tour of Kauffman Stadium on July 8th at 1pm for several c...
06/08/2026

Calling all Royals fans! 👑

We are organizing a large VIP Group Tour of Kauffman Stadium on July 8th at 1pm for several clients and friends, and have a handful of spots to fill.

Tour stops include:

⚾️ Dugout
⚾️ Interview Room
⚾️ Joe McGuff Press Box
⚾️ Outfield Plaza

If you are interested in spending an afternoon at the K with us, shoot me a DM or email ⬇️

All are welcome, but on a first-come first-serve basis as we have limited space! (We are covering the tour cost)

[email protected]

Finally got around to updating the year-old pictures of our Lainey bug that I have on my office desk! 🐞 She’s grown so m...
05/29/2026

Finally got around to updating the year-old pictures of our Lainey bug that I have on my office desk! 🐞

She’s grown so much so quickly, and I just had to keep her baby picture there on the far left- because no matter how much she grows up, she’s always going to be my little baby girl ❤️

One of the most rewarding parts of being a financial advisor is seeing the relief people feel when their financial life ...
05/28/2026

One of the most rewarding parts of being a financial advisor is seeing the relief people feel when their financial life finally starts to make sense.

Today, I sat down with an AWESOME married couple in their 30s who were doing a lot of things right — contributing to retirement plans at work, saving some money on the side, trying to think ahead for their kids’ future — but everything was quite disorganized.

They had old 401(k)s from previous employers, different investment accounts spread across platforms, and no real clarity on whether they were on track for retirement or how they’d eventually help pay for college. Like a lot of families, they weren’t failing financially… they were just busy.

We spent time organizing everything into one clear strategy:

• Reviewed and coordinated their employer retirement plans

• Consolidated old accounts and simplified investments

• Built a long-term retirement roadmap

• Created a practical college savings game plan for their kids without sacrificing their own future goals

By the end of the meeting, the biggest takeaway wasn’t a rate of return or investment recommendation — it was peace of mind!

That’s the part of this profession I genuinely enjoy- Helping people move from uncertainty and scattered decisions to clarity and confidence! 🙌🏻

Losing a spouse or parent is emotionally overwhelming — and the financial decisions that follow can carry long-term cons...
05/13/2026

Losing a spouse or parent is emotionally overwhelming — and the financial decisions that follow can carry long-term consequences.

Before making major moves with inherited assets, retirement accounts, insurance proceeds, or taxes, it can help to work with a trusted financial advisor who can guide you through the estate settlement process with clarity and strategy.

Many families don’t realize how complex inherited IRAs, step-up in cost basis rules, beneficiary elections, tax deadlines, Social Security changes, and account retitling can become after a loss. A financial advisor can help coordinate these moving pieces while helping families avoid costly mistakes.

A thoughtful financial plan during times of transition can help families reduce stress, protect assets, and preserve wealth for future generations.

Building a career, a future, and memories at the same time. 📈🎨
05/11/2026

Building a career, a future, and memories at the same time. 📈🎨

Hot take: Most people don’t have a money problem… they have a habits problem!The small things you do daily tend to matt...
04/27/2026

Hot take:
Most people don’t have a money problem… they have a habits problem!

The small things you do daily tend to matter a lot more than the big things you do occasionally.

What’s one habit that’s paid off for you over time? 🤔

That feeling when the stock market hits a new all-time high after months of volatility 😎📈After a choppy start to the yea...
04/23/2026

That feeling when the stock market hits a new all-time high after months of volatility 😎📈

After a choppy start to the year—rate uncertainty, inflation worries, and nonstop headlines surrounding conflict in the Middle East—the market finally decided to reward patience. A big part of this recent push higher has been easing inflation data, growing confidence that rate cuts are on the horizon, and stronger-than-expected earnings from major tech companies holding things together behind the scenes.

It’s a good reminder: markets often climb when sentiment still feels cautious. The headlines rarely feel ‘safe’ at new highs—but historically, that’s been exactly when discipline pays off.

Stay invested, stay diversified… and maybe keep the shades handy 😎

Geopolitics is driving markets again.The Iran conflict recently sparked volatility—pushing oil near $119/barrel, raising...
04/08/2026

Geopolitics is driving markets again.

The Iran conflict recently sparked volatility—pushing oil near $119/barrel, raising inflation fears, and pulling stocks lower. Then the April ceasefire triggered a sharp relief rally, with the Dow jumping ~1,400 points on easing supply concerns.

What we’ve seen:
• Energy stocks up, travel stocks down
• Broader markets pressured by uncertainty
• Ongoing sensitivity to inflation and supply shocks

The takeaway for investors?

Volatility creates opportunity.

Short-term fear often leads to mispricing. Staying invested—and leaning in during pullbacks—is how long-term wealth is built!

Stay disciplined. The strategy doesn’t change 📈

03/24/2026

Most 30–40 year old professionals are doing the right things…
Saving, investing, maxing out their 401(k).

But here’s the missed opportunity 👇

As your income climbs, so does your tax bill—and most people never adjust their strategy.

That means:
• Investments sitting in the wrong accounts
• Missed opportunities for tax-efficient growth
• Thousands lost to unnecessary tax drag every year

One simple shift? Start prioritizing tax location, not just asset allocation.

Where you invest can matter just as much as what you invest in.

The professionals I work with who make this change often free up thousands per year to reinvest—without taking on more risk.

If you’re earning more than you were a few years ago, your strategy should’ve evolved too.

My daughter is only 1, so our financial conversations mostly consist of her trying to eat our Roku remote.But becoming a...
03/10/2026

My daughter is only 1, so our financial conversations mostly consist of her trying to eat our Roku remote.

But becoming a parent has a way of changing how you think about money.

One thing I see many families overlook:
They’re investing for retirement… but haven’t built a real protection plan yet.

That means:
• Enough life insurance to replace income
• A will that names guardians for the kids
• Disability coverage to protect earning power

Investing builds wealth.

But protecting the people who depend on you is the first step of real financial planning.

Address

8651 Penrose Lane
Lenexa, KS
66219

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19133505550

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