Adam J Dean @AdamJDean_
Financial Advisor | Private Wealth Management | Hablo Espanol Sioux City, IA Joined April 2013-
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Making Financial Decisions: A Guide to Financial Confidence linkedin.com/pulse/making-f…
Any amount of intelligence can be overridden by ego, insecurity, immorality, bad incentives, or impatience, usually in that order.
What if our financial goals were rooted in experiences rather than possessions? How might our approach to saving, spending, and investing change if we prioritized moments over materialism? #FinancialReflections 💭💼
Behavioral wealth management is the art of aligning our financial goals with our behaviors and emotions. By understanding how our minds influence money decisions, we empower ourselves to make wiser choices, cultivate patience, and build sustainable wealth for the long run. 💼💡
Understanding the rules around decedent IRAs is crucial for estate planning. Whether you're an heir or beneficiary, knowing your options can help maximize the benefits and minimize tax implications. #DecedentIRA #EstatePlanning #FinancialWisdom
Understanding Roth IRA distribution ordering rules is key to maximizing your retirement savings. Remember: contributions come out first tax and penalty-free, followed by conversions, and earnings last. Stay informed to make the most of your retirement! #RothIRA #Retirement
Tax loss harvesting: a strategic move in investing where you sell securities at a loss to offset gains, reducing your tax bill. It's like turning lemons into lemonade for your portfolio! 💼💸 #investing #taxes #financialplanning
Embrace every challenge as an opportunity, every setback as a lesson, and every moment as a chance to grow. Your journey to success begins with a single step forward. #Motivation #Success 💪🌟
Tax season doesn't have to be daunting! Stay organized, leverage deductions, and consider professional help to navigate the complexities of the tax code. #TaxAdvice #FinancialWellness 💼💡
If you share a ton of valuable information with your clients, but nowhere else… Then your growth strategy is a hope and a prayer that your clients will tell others how great you are. You can wait for others to help you grow your business. Or you can grow it yourself
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👋 it’s gonna be a good Wednesday ❤️
The software must have exactly 420 lines of code on this auspicious day
𝕏 Developer Challenge event is now in motion. Exciting day ahead!
Have you ever gotten a new client because the last financial advisor the client worked with was HORRIBLE at communicating? My aunt and uncle are in their 60s and have $250K invested with a financial advisor that they've used for the last 10 years Story 👇
What does a website that generates leads actually look like? 1️⃣ It starts with nailing your messaging Here is EXACT FORMULA to use: "I help ____ (WHO), to do _____ (WHAT) so they can _____ (BENEFIT) _____ (BENEFIT)____ (BENEFIT)" 🚨 Get Yours Reviewed: hubs.ly/Q02sVKHb0
Never confuse activity with achievement.
Kids usually pay more attention to what we DO than what we SAY Family Finance is often “behind the scenes”. What is your best suggestion for making it something kids can SEE? (Pic: from this rainy afternoon when the kids saw me working out and joined me)
Give us a listen!
New podcast with @BullandBaird talking positivity, bullishness, and giving off good vibes:
I admit I dont understand the rate cut scenario. The economy is literally in reflation mode with a hot housing market, low UE, stocks at ATH, and consumer spending rising. I guess Ive never understood the rate cut scenario and Im a bull for crying out loud.
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