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19506 Highway 59 N, Suite 315 Humble, TX 77338

Precept Wealth Management Blog

Helpful articles and guides for our friends & family!
August 2, 2019
Legacy Planning: The Asset Inventory Packet

  I hope you enjoyed this weeks video on legacy planning. One of the things that was mentioned (and seen) in the video is our Asset Inventory Packet. This is such an important packet for you and your family. This does not take the place of a will or give our account information, it simply […]

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July 26, 2019
Rolling a 401k into a 457b | Finance Speaks

  Hello, welcome to Finance Speaks with Kyle Sadler, I’m Kyle Sadler, President of Precept Wealth Management and best-selling author of I’m Retired, Now What. Today is a little twist.  Normally I present a topic based on an idea that we thought might be of interest, however, we received this question and thought it would […]

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July 23, 2019
Must Do's When Hiring a Contractor | Finance Speaks

  Hello, welcome to Finance Speaks, I’m Kyle Sadler, President of Precept Wealth Management and best-selling author of I’m Retired, Now What. I am here today to talk to you about the 3 Must-Do's When Hiring a Contractor. Whether it's to upgrade your counter tops or fix storm damage to your roof, you'll probably need […]

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July 19, 2019
Top 10 Mistakes Retirees Make | Finance Speaks

  Hello, welcome to Finance Speaks, I’m Kyle Sadler, President of Precept Wealth Management and best-selling author of I’m Retired, Now What. Today we are going to cover the topic of the 10 common mistakes retirees make.  The first mistake is that many retirees ignore (or don’t understand) the financial implications of working in retirement. […]

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July 16, 2019
10 Ways to Find Money for Investing | Finance Speaks

  Hello, welcome to Finance Speaks, I’m Kyle Sadler, President of Precept Wealth Management and best-selling author of I’m Retired, Now What. I have been told by people but more often, I surprise myself that I have a way for finding people money. So today I am here today to talk to you about 10 […]

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July 12, 2019
2019 2nd Quarter Economic Update | Finance Speaks

  As I have spoken about over the course of the past few market updates, we want to check in on my outlook on a recovery from last year’s negative returns across the markets.  So far this year, the S&P 500 is up over 18% for the year to date figures.  Please check out my […]

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January 22, 2019
Kid's Eat Free Kingwood & Humble

  Applebee’s Mon > Fri One free kid's (under11) meal per adult meal purchased.281-852-6055 Denny’s (All Locations) > Tues. and Sat. Two free kid's meals per one adult entrée purchased.281-359-3096 4-10pm Kids 10 and under Freebirds > Tuesday One children's meal per one adult purchased281-446-0279 All day Kids 12 and under Black-Eyed Pea > Tuesday […]

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Finance Speaks Kyle Sadler YouTube Channel
I'm Retired Financial Book

Purchase Kyle's Best-Selling Book

Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.

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Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338


Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwealthwm.com

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in TEXAS, CALIFORNIA, and LOUISIANA. 
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Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, Cambridge and Precept Wealth Management are not affiliated.

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