Matthew Garasic, CFP® @Matthew_Garasic
I Help Executives with Equity Comp Make Work Optional | Founder @UnrivaledWM | Co-host of the Becoming Work Optional Podcast | Tweets≠advice linktr.ee/mgarasic Build Your Wealth ➡ Joined January 2023-
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Now that the 2023 tax deadline is behind us It's time to start tax projections for 2024 Here's 9 strategies I'm looking at with clients for mid-year tax planning and projections:
55% of millennials want to own and invest in real estate I would argue, this stat is even low Every millennial I talk to wants to get involved The problem is that they don't know much about it Let me teach you everything you need to know about investing in real estate:
The clients I worked with in my last job had net worths between $10M and $150M. When I went solo, people told me I wouldn't be able to find those clients. After a year, I can say that people in this demographic need advice and are willing to outsource if you have the skills.
Things that won't make saving/investing feel worth it: • Focusing on commas • Attaching self-worth to net worth • Daily tracking of market performance Things that will make saving/investing worth it: • Freedom • Family time • Experiences • Giving back • Peace of mind
Just saw a great quote from Nick Saban. "Mediocre people don't like high achievers, and high achievers don't like mediocre people." I think this is one of the biggest reasons why so many high achievers become entrepreneurs.
If I need cash in the next 1-3 years, it's never in the stock market. The risk and potential failure to fund my short-term goals aren't worth the potential return in that time. Assigning a time horizon to your goals is so important for determining the risk you can take.
Last week, I posted about how the Alternative Minimum Tax(AMT) and the AMT credit work and the awareness you need to have when planning around them. I’ve been flooded with DM’s on the topic and many of the questions have been surrounding the AMT credit risk. Lets take a deeper…
An emergency fund protects you from: • Financial anxiety • High-interest-rate debt • Forced investment sales • Unnecessary capital gains • Early withdrawal penalties • Interrupted investment compounding It should be a top priority when you start saving.
If the rules in the 2017 Tax Cuts & Jobs Act expire, here are some things to consider before then!
Something I learned recently and have to keep reminding myself of... Remember what game you're playing, or define it if you haven't already. Once you do that, you'll stop comparing yourself to people playing a different game, and you can be genuinely happy for their success.
Make sure you leave flexibility in your cash flow plan. It only takes one unsupervised TJ Maxx trip by my fiancée before the monthly budget is trashed.
Whenever I'm faced with a decision in my business, I ask myself a simple question. "What would I want if I was the client?" Don't think about what's best for you. Think about what's best for them. You'll realize that what's best for them is also what's best for you.
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@Matthew_Garasic They need a partner and are most certainly willing to pay someone with the skills they need.
@Matthew_Garasic @KurtSupeCPA Plus, if in a high tax state such as New York, US Treasuries could have a slight edge after all taxes are said and done.
@Matthew_Garasic Love this perspective on separating self-worth from net worth It's so easy to get caught up in the numbers game not gonna lie
Now that the 2023 tax deadline is behind us It's time to start tax projections for 2024 Here's 9 strategies I'm looking at with clients for mid-year tax planning and projections:
12 years ago, the 30 for 30 documentary "Broke" first aired on ESPN I was in college at the time and it was all my friends and I could talk about (we were financial planning majors and huge sports fans) Here are 7 athletes that managed to turn millions into dust 🧵
55% of millennials want to own and invest in real estate I would argue, this stat is even low Every millennial I talk to wants to get involved The problem is that they don't know much about it Let me teach you everything you need to know about investing in real estate:
@Matthew_Garasic And why it’s so important when bringing on those first team members that you protect that.
@Matthew_Garasic It’s a great quote. To me it’s one of the biggest reasons that you see high acheivers surrounding themselves with others like themselves. Once you find that level for yourself you’ll notice how few people around you are “downer” personality types.
@Matthew_Garasic AMT analysis needs lots of planner love
@Matthew_Garasic 90% fixed inc/cash and 10% stocks or even 80%/20% is no go? Zero in the stock market with a 2-3 yr time horizon?
@Matthew_Garasic Probably the most misunderstood rule of investing by those with less experience.
@Matthew_Garasic what a great read, thank you for sharing!
@Matthew_Garasic This is great Matt, thanks for posting
Last week, I posted about how the Alternative Minimum Tax(AMT) and the AMT credit work and the awareness you need to have when planning around them. I’ve been flooded with DM’s on the topic and many of the questions have been surrounding the AMT credit risk. Lets take a deeper…
@Matthew_Garasic 100% security with your short term dollars is the number one priority
@Matthew_Garasic Having that buffer is so so important!
@Matthew_Garasic Yes! We keep our Emergency Fund and cash for savings goals within the next couple years in our Ally HY savings account. Investing this money would take away the peace of mind it gives me.
@Matthew_Garasic It's stupid easy to want to invest when the market goes up and up I have friends who invested their car fund in the S&P a couple years ago Didn't go as planned for them 🤦♂️
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