Levi Sanchez @Sanch_Levi
Founder of @Milllennialwlth. Personal finance enthusiast and Financial Planner for Professionals in Tech. millennialwealthllc.com Seattle, WA Joined March 2018-
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It's called gross pay cause it's disgusting to see what you could have made.
Tiger woods and max homa teeing off together tomorrow. Set up my 4th monitor to tune in
@loftwah BTC is a computer network thats had zero downtime ever and has never been hacked. No other computer network can say that. Extremely valuable characteristics right there
Does your employer offer an after-tax 401(k) with in-plan Roth conversion? The "mega backdoor roth" is a tax-efficient way to build wealth long-term. Oftentimes however, base salary cash flow can make it difficult to max out over the course of the year, in addition to the…
I'm having my third child next week, and I had a realization: Having kids is your own personal singularity. As a pre-parent, it's almost impossible to empathize with parents until you have your own kids. Even if you understand intellectually what they're going through. It's…
Incredible
Open enrollment season is upon us! If you're looking to maximize benefits, consider utilizing a HSA plan, dependant care FSA (for childcare related costs), limited purpose FSA (for vision and dental costs), after -tax 401(k) (mega back door Roth), ESPP (employee stock purchase…
I love what altruist is doing, and long term can absolutely see them competing with fidelity and Schwab for full wealth management capabilities. Waiting on iRebal type trading capabilities and asset location features though until seriously considering adopting as main custodian.
The Best of Charlie Munger
Almost 6 years in and working on our SEC registration after hitting 100mm in assets we manage for our clients. I love the work we do, helping people achieve a financially independent life full of things they enjoy and value. I have the best job in the world!
Greyscales win over the SEC is a big development in the push towards a spot price #Bitcoin ETF. It's well passed due and will be a big win for investors.
Instacart employees! Would you like some help figuring out what to do with your RSUs? We'll help map out a plan before the much-anticipated IPO. Don't get caught off guard with a large tax bill next year, and put your hard-earned equity to use towards your financial goals!…
Time to rethink the "broke millennial" trope. My look at the data: themessenger.com/business/feeli… #Millennials #investing #personalfinance @bykevinmahoney @Sanch_Levi
Whomever scales a secondary marketplace for pre-ipo shares with sufficient data to prudently analyze the fundamentals of the underlying companies will win big. Or is the problem that sufficient data doesn’t exist because they’re private?
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3.3M Followers 65 Following The world's most powerful space telescope. Launched: Dec. 25, 2021. First images revealed: July 12, 2022. Verification: https://t.co/ChOEslj1j5Things that don't make sense in America: 1. Why do millennials think 'waiting' to have kids is easier than just popping them out & figuring it out? It's more difficult to have kids later than earlier. Your 'financial situation' doesn't affect that. 2. Why do our leading prez…
@ramit Do you think the government is more efficient at allocating capital than the private sector? Taxation disincentives the private sector from working past a certain point, therefore creating less jobs. The government doesn't produce anything.
I surround myself with people who think like me and it makes me happier: 1) strong marriages 2) raising good kids 3) ambition & growth 4) business Highly recommend.
Restricted Stock Units (RSU) explained in 2 minutes👇🏽 (clip from 2 hour class last night) Week 3 tax thread dropping tomorrow
@Sanch_Levi @RottenAl I deleted Levi. I’m so used to people arguing it’s the best. My apologies. Don’t drink and post.
@GaryGensler @SECGov 3 year clown show
@TKopelman Fascinating that you always find a ton of mistakes when you review tax returns prepared externally. Can I ask how you know this information is missing if the tax preparer is unaware of it (because it looks like the majority of your list is missing information that wasn’t…
@ramit This is just virtue signaling. He is smart enough to realize that if govt was good at spending money efficiently and if people saw results in their daily lives, nobody would have a problem. But we see how our govt spends money and what kind of services we are getting (public…
@ramit @northshoreneil I'm not a conservative, but this just isn't true. Small government is a aspect of the Constitution and the Founders of the country. They knew from experience that growing central power becomes absolute. And absolute power corrupts.
It would be disingenuous at best if I only publicly shared successes Today I learned that I did not pass CFA Level 3 (again) It's a feeling of personal disappointment that I'll remember for a very long time We'll take this on the chin and get back up for another round
@Sanch_Levi @DylanLampman Btw nice website haha we are in the same niche 🤝
@loftwah BTC is a computer network thats had zero downtime ever and has never been hacked. No other computer network can say that. Extremely valuable characteristics right there
Never forget one of the swaggiest putts of all-time 💯
@ewarren You shouldn’t be a multimillionaire on a 150k a year salary. Insider trading.
hot take: squatters should have no rights
If you invest $100/month from age 25 to 65, you will not have enough money to retire. Follow me for more money tricks.
Yet these people will never accept skepticism for their own model. "I would never run up the clock." "I would never rush a project." "I would never reduce ongoing service." Give people a little credit. In general, people are trying to do good work and be paid reasonably for it.
“Worried that I am a single point of failure. There is no way my wife or 17-year-old son would know how to view or manage everything if I died tomorrow. For me, that is the reason to have an advisor involved.” ^if you are looking for a powerful “why”, I’d say that qualifies