Money Line Radio Show!

September 28th
2:00pm – 3:00pm A fast and action packed hour!

Mark Squires steps in for Peter on ‘Moneyline with Peter Newman, CPA’

You can tune in to 98.1 FM KMBZ​ or come see us on the Wise Choices Financial page as we will be Facebook Live from the studio!

You really don’t want to miss this information packed hour!

On the Agenda:

Up first: Mark’s Market Commentary

Next: Mark will be talking to his special guests Willy Nelson Jr and Stacy Smith Nelson from Midwest Heritage Homes, Keller Williams Platinum Partners They will be sharing with you how to “Right Size” for our aging population, and how to take away some of the stress from having too much space.

Finally: Medicare’s Annual Election Period is among us…. open enrollment for Medicare recipients. Medicare has made the most sweeping changes in over a generation. WARNING: THERE IS A LOT OF MISINFORMATION BEING SHARED. Mark will tell you what to watch for this Medicare Season. After all, he is The Medicare Whisperer tm

If you have questions… get on Facebook Live Saturday or shoot Deena Kerschner Johnson a message, and we will try to get them answered on air, time permitting.

Video Message from Stacy Nelson

We are starting our Senior Symposium Series again and hope you can join us!  This is a free educational series to help people navigate change in their years approaching and in retirement.   If you have already already signed up via Eventbrite or by calling in, you do not need to respond again.  If you signed up via Eventbrite, you do not need to print the Eventbrite tickets.

It will begin at 10:30 am on Wednesday, September 11.  We meet at the Gamber Center, 4 SE Independence, Lee’s Summit, MO.  This month’s topic is Aging in Place/Staying Put.  October 9th is De-Cluttering and November 13 is Communicating with Adult Children.  We will have a different topic each month.

We hope to see you there!

Stacy Nelson

Senior Symposium Series: Aging in place, staying put!

Young patient nurse console senior woman in wheelchair

Trying to decide whether to stay in your current home after retirement or make a move? Let our panel of experts help! In this 60-minute program, experts will share the most important facts you need to know about ‘staying put.’ Learn about easy and smart home modifications, transportation options, ways to stay involved and more!

This seminar will feature a panel of local experts.  They will be there to get your questions answered! We believe it is important to empower you with the information!

Hosted by the Senior division, Midwest Heritage Homes powered by Keller Williams Platinum Partners.  We are a real estate team in the Lee’s Summit area that specialize helping seniors right size.  We are different! We are here to guide you through the process and if it is better for you to stay put we will help you find the right professionals to help in that process!

Register today!

Sr Expo and 3 Keys to Success by Dr Harold Finch

Join us to hear from internationally known, Dr. Harold Finch, presenting The Keys to Success. Dr. Finch is a former NASA project director, co-founder of two INC 500 companies, Charter Academic Dean opening JCCC and much more. There will also be an expo prior to Dr. Finch speaking. When entering the parking lot of Woods Chapel Church, please go to the right (south) then all the way to the back (east) to park. Please enter in the door marked East Entrance.

More info and to RSVP for the event go to Register here



Carol Waller, attended Success in Senior Real Estate in OKC this week

Carol (2)


Carol Waller attended Success in Senior Real Estate in OKC this week!  She took the course that is the prerequisite to her Certified Senior Housing professional designation.  She is excited to support our team as a future CSHP.  For more information about the program visit click here

Meet the Team


Meet the Team: Front row Willy and Stacy Nelson Back row from left to right: Gayle Houser, Kathy Bledsoe, Garrett McKinzie, Carol Waller