Nest Financial

Nest Financial Our mission is to simplify the intricacy of investments with financial solutions accessible to all.

Honoring the fallen. Remembering their sacrifice. Today and every day, we are profoundly grateful for the heroes who gav...
05/25/2026

Honoring the fallen. Remembering their sacrifice. Today and every day, we are profoundly grateful for the heroes who gave everything for our freedom.

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐Ÿ๐ž๐ž๐ฅ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฆ๐จ๐ฏ๐ž, ๐ญ๐ก๐š๐ญโ€™๐ฌ ๐ง๐จ๐ซ๐ฆ๐š๐ฅ.Weโ€™ve worked with people at all income levels. The c...
05/21/2026

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐Ÿ๐ž๐ž๐ฅ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฆ๐จ๐ฏ๐ž, ๐ญ๐ก๐š๐ญโ€™๐ฌ ๐ง๐จ๐ซ๐ฆ๐š๐ฅ.

Weโ€™ve worked with people at all income levels. The common thread isnโ€™t the number on their paycheckโ€ฆ

Itโ€™s that almost everyone has questions.

Everyone is trying to figure something out.

Thatโ€™s exactly why weโ€™re here. Let's figure it out together. Contact us today: https://investwithnest.com/just-ask-josh/

Financial stress doesnโ€™t come from a lack of incomeโ€”it comes from a lack of direction.If you want to build a clear, acti...
05/18/2026

Financial stress doesnโ€™t come from a lack of incomeโ€”it comes from a lack of direction.

If you want to build a clear, actionable financial plan without being tied to a company or a sales pitch, try this out.

Weโ€™re running a trial program for new users to build their goal plan, 100% string-free.

Stop guessing where you're at. Get your roadmap here: www.dashmoneyguide.com

To further help meet these goals, contact us today: https://investwithnest.com/just-ask-josh/

Most people think they should understand money by now. How to structure it...How to manage it... How to plan it... But, ...
04/16/2026

Most people think they should understand money by now.
How to structure it...
How to manage it...
How to plan it...

But, if itโ€™s not polite to talk about moneyโ€ฆhow can you learn?

So if it feels confusingโ€ฆ
thatโ€™s normal.

The "polite" silence ends here. Talk to us today: ://investwithnest.com/just-ask-josh/

๐“๐ก๐ž ๐œ๐ฅ๐จ๐œ๐ค ๐ข๐ฌ ๐ญ๐ข๐œ๐ค๐ข๐ง๐ ! This is your friendly reminder that the tax deadline is Wednesday, April 15th, 2026.Donโ€™t wait unt...
04/13/2026

๐“๐ก๐ž ๐œ๐ฅ๐จ๐œ๐ค ๐ข๐ฌ ๐ญ๐ข๐œ๐ค๐ข๐ง๐ !
This is your friendly reminder that the tax deadline is Wednesday, April 15th, 2026.

Donโ€™t wait until the midnight hour to hit "submit." Whether youโ€™re expecting a refund or need to settle up with Uncle Sam, getting it done now means one less thing on your plate.

Quick To-Do List:

-Double-check your SSN and bank routing numbers.

-Ensure all 1099s and W-2s are accounted for.

-If you need more time, file for an extension today (but remember, you still have to pay any estimated taxes owed by the 15th!).

Finish strong and enjoy your tax-free weekend!


๐“๐ก๐ž ๐†๐ซ๐ž๐š๐ญ ๐’๐ฎ๐›๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง ๐๐ฎ๐ซ๐ ๐žStill looking for ways to declutter for the season? If youโ€™re paying for a streaming service...
04/11/2026

๐“๐ก๐ž ๐†๐ซ๐ž๐š๐ญ ๐’๐ฎ๐›๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง ๐๐ฎ๐ซ๐ ๐ž

Still looking for ways to declutter for the season? If youโ€™re paying for a streaming service you havenโ€™t touched since 2022, this is your sign to hit "Cancel."

Here is your 3-step guide to mastering your subscriptions this spring:

๐“๐ก๐ž ๐Ÿ‘-๐Œ๐จ๐ง๐ญ๐ก ๐‘๐ฎ๐ฅ๐ž: Have I used this service in the last 90 days?

๐“๐ก๐ž ๐ƒ๐ฎ๐ฉ๐ฅ๐ข๐œ๐š๐ญ๐ข๐จ๐ง ๐‚๐ก๐ž๐œ๐ค: Do I have two apps that do the same thing (e.g., Spotify vs. Apple Music)?

๐‚๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐š๐ญ๐ž ๐˜๐จ๐ฎ๐ซ ๐๐ข๐ฅ๐ฅ๐ข๐ง๐  ๐ƒ๐š๐ญ๐ž: If possible, move your "must-have" bills to the same day of the month so you know exactly when the big "hit" to your balance is coming.

๐๐ž๐ฌ๐ญ ๐๐ซ๐จ-๐“๐ข๐ฉ๐ฌ ๐Ÿ๐จ๐ซ ๐’๐ญ๐š๐ฒ๐ข๐ง๐  ๐Ž๐ซ๐ ๐š๐ง๐ข๐ณ๐ž๐

Don't let the clutter grow back! Stay on top of things with these habits:

๐“๐ก๐ž "๐ˆ๐ฆ๐ฆ๐ž๐๐ข๐š๐ญ๐ž ๐‚๐š๐ง๐œ๐ž๐ฅ" ๐“๐ซ๐ข๐œ๐ค: When you sign up for a free trial, cancel it immediately. Most services will still let you use the remaining trial days, but you won't get charged when it ends.

๐“๐ซ๐š๐œ๐ค ๐ข๐ง ๐Ž๐ง๐ž ๐๐ฅ๐š๐œ๐ž: Have a dedicated virtual card for automatic charges. Doing this will help track how much you need to set aside for those miscellaneous subscriptions.

Contact us today: https://investwithnest.com/just-ask-josh/

From our family to yours, we wish you a very Happy Easter! ๐Ÿฃ May your day be bright and your year be prosperous.
04/06/2026

From our family to yours, we wish you a very Happy Easter! ๐Ÿฃ May your day be bright and your year be prosperous.

Address

6254 Blue Ridge Boulevard
Raytown, MO
64133

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 12pm

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