Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual

Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual Follow me here to get a dose of financial knowledge every Monday, Wednesday, and Friday. Hi! My name is Noah Winstead. I can't wait to hear from you.
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I am a private wealth advisor with Strategic Wealth Partners, a boutique financial planning and advisory firm in the Kansas City Metropolitan Area. My passion is helping the next generation of dreamers and achievers build generational wealth. People in their 20s-40s have been neglected by the financial industry for far too long, and I've built a process that lets me meet people where they are in l

ife, regardless of career progression or income level. No matter the number of 0's attached to your net worth, I strongly believe that anyone could benefit from a quick conversation with me about the strategies and philosophies I share with my clients. If you're ready to take the first step to building generational wealth, shoot me a message.

I encounter a lot of people with old 401(k)’s, 403(b)’s, and IRA’s that have remained uninvested for a long time. People...
06/03/2026

I encounter a lot of people with old 401(k)’s, 403(b)’s, and IRA’s that have remained uninvested for a long time.

People either don’t know what to do or don’t think it matters to get it looked into.

But what are the costs of not fixing it?

If you kept 25k in old 401(k) uninvested in cash for the past 10 years(you’d be surprised how much I see this), you could have missed out on the over 300% return the market has given us over the past 10 years.

That 25k could have turned into over 75k by now. That’s the cost of just hoping for the best.

Unsure if you have lingering old retirement accounts? There are actually ways to search for old ones you might have. I help people do this all the time.

It’s a no brainer to see if there are ways I can help. Feel free to like this post or send me a message if you’re curious.

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You simply have to have an emergency fund for when the unexpected happens in life. Whether it’s the HVAC, your car’s tra...
06/01/2026

You simply have to have an emergency fund for when the unexpected happens in life.

Whether it’s the HVAC, your car’s transmission, or a belly in your sewer (currently dealing with this), you need accessible cash for life’s emergencies that inevitably arise.

I tell everyone who will listen that you need 3-6 months of non-negotiable expenses in savings. Some can get by with more or less, but 3-6 months is a healthy number to shoot for.

Once you have this established, and only then, you start looking at more exciting planning opportunities that can offer higher yields.

Curious how and where to build this type of account? Or already have one and looking for the next thing to build? Book a complimentary discovery call with me.

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Do you make more than 100k per year? If so, you pay more in taxes than roughly 70% of Americans. Yet I see people in thi...
05/29/2026

Do you make more than 100k per year?

If so, you pay more in taxes than roughly 70% of Americans.

Yet I see people in this situation making the same financial planning moves as everyone else. Then they wonder why it doesn’t work out as well as they would like.

The fact of the matter is that if you make six figures as a family, you are different from most people. The cookie-cutter advice and strategies that everyone else use simply aren’t optimized for your situation.

But why is this?

Because you actually pay a meaningful amount of taxes!

You have to be strategic about when, how, and why you pay taxes if you are a six figure family. If you don’t think about it and optimize it, you are going to be leaking value from your financial plan.

I find tax alpha in just about every introductory conversation I have with people. It’s as simple as shifting WHERE you are saving money.

Tired of settling for what everyone else is doing? Reach out to me. I know I’ll create value for your situation.

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You’re in your 40s or 50s. Life has never been busier or more stressful, but why?People in this age range are getting cr...
05/27/2026

You’re in your 40s or 50s. Life has never been busier or more stressful, but why?

People in this age range are getting crushed from two directions because they are usually caring for both growing children and aging parents. The mental strain of this alone is enough to bring most to the brink of a breakdown, but the financial strain is typically extreme too.

When you add on the fact that these are usually your best earning years when you would like to be preparing and saving for retirement, the weight of all of these considerations drives most people to inaction.

This age range is arguably the hardest bit to get through in life.

I’ve found great success in helping people manage all of these competing priorities. My clients in this demographic tell me that they feel great peace of mind knowing what they need to do to make all of their goals a reality.

Anything about this resonate with you? Reach out to me to see if you are a candidate for the work that I do to help people in this exact situation.

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The passing of Kyle Busch is a harsh reminder of how delicate life is. He went from winning a race, accomplishing one of...
05/22/2026

The passing of Kyle Busch is a harsh reminder of how delicate life is.

He went from winning a race, accomplishing one of the biggest feats he could in his career, to being gone in a matter of days.

He seems to have been a genuinely good man over the course of his life too. The comments from those close to him keep saying that they’ll miss who he was off the track more than who he was on the track.

I think that’s what really matters for all of us.

As someone who is incredibly career focused, it’s a great reminder that who we are outside of our careers will leave a much bigger mark on the world than who we were in them.

Your career and your money are just a means to living an incredible life in service of others.

Kyle left an indelible mark on the world, and I’m truly saddened at his passing. He will live on in the hearts and minds of millions.

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I just updated my estate plan and finished increasing my personal life and disability insurance.And it was exhausting. I...
05/20/2026

I just updated my estate plan and finished increasing my personal life and disability insurance.

And it was exhausting. I certainly empathize with my clients when they take action on the recommendations I give them. It’s certainly not easy and would be much easier to not change anything and just hope for the best.

But my clients are incredible. They make the difficult choice of putting in effort and sacrifice now so that their future is abundant and secure.

Helping people take these crucial steps to create a robust and enduring financial plan is a big reason why I get up every day. Just as with most other things in life, it’s the difficult steps that yield the biggest results.

Want to take control of your financial future? A 5-10 minute call with me is all it takes to see if I can help.

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Really missing our trip to Italy right now!

Mississippi State’s baseball team has disappointed me a bit this year. Don’t get me wrong, I’m grateful that we are in l...
05/18/2026

Mississippi State’s baseball team has disappointed me a bit this year.

Don’t get me wrong, I’m grateful that we are in line to host a regional.

My problem is the gap between how we have performed and our potential. There’s no doubt in my mind that this team should have been a top 5 team, a national seed. We should have been in line to waltz into Omaha, but what happened?

We failed to control what we could control. We walked too many people in pivotal moments. We made dumber errors in the field and on the bases. And we had way too many strikeouts in pivotal games.

I see people do similar things with their finances all of the time.

Instead of errors and walks, it’s failing to save adequately or blowing money with taking out too much debt in the wrong places. They “need” the fancy car they can’t afford or buy too much house.

Some people I see could make a lot more money if they just took more initiative or thought more abundantly.

That being said, my beloved Bulldogs still have every opportunity in the world to accomplish what we set out to do, which is always making it to Omaha in my opinion.

The same is true for you no matter how poorly or well you’ve performed financially thus far in life.

Sometimes a sounding board and trusted guide is all it takes to get on track. I pride myself on being that for my clients and helping them reach their full potential.

Make the change and control what you can control. Curious what you need to do? Reach out to me for a complimentary consultation.

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One of the most valuable things a financial planner can do for you is help you be proactive about taxes, specifically ho...
05/13/2026

One of the most valuable things a financial planner can do for you is help you be proactive about taxes, specifically how much of them and when you pay them.

Traditional financial advice historically centered around kicking taxes down the road as far as possible, but this isn’t always the best idea. Nowadays the Roth seems to be all the rage. Both of these strategies can make sense! It just depends on your situation. You need to get clear on your goals and what you want out of life, then make sure that there is financial harmony with that desired outcome.

Taxes are at the forefront of nearly every conversation I have with my clients.

I am the foremost advocate for my clients and their financial lives, and candid conversations around taxes are crucial to maximizing your potential.

Does your advisor just scoff at you and tell you to go ask your accountant when taxes come up in conversation?

You might need a new advisor if so.

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2000 Shawnee Mission Pkwy Ste 115
Mission Woods, KS
66205

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Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

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