I took golf lessons this summer for the first time. Trying to fix an awful-DIY swing I built over 15-yrs.
We'd go through mechanics, positions, focus points. All-at-once would feel like trigonometry.
My coach would step back and show me his swing as example. Smooth like…
Not sure why I resisted owning a Garmin for so long. Thought I didn’t need it to put in work/miles.
It is literally a built-in personal trainer / pacer that knows my body and pushes me just enough.
Just crushed a track workout I should have done years ago.
random guy just knocked on my door. told me he can clean-up the old curb-painting with my address / college logo.
me: "nice, do you have a card?"
him: "No. but I'm here right now. 40-bucks?"
Sold, brother 🤝. true hustlers can not be stopped.
Every new prospective asks if we are a 'Fiduciary'
We are, yes. But it's not the most important question to ask in an intro call.
And, frankly, anyone can *tell you* they are a Fiduciary, even if they're not. There is no Fiduciary Police.
Alas, it's on the 'top 10 questions…
Angel investors have unique pitfalls when it comes to qualifying for QSBS.
They might have a mixture of preferred shares, Convertible Notes, SAFEs, syndicates, or LP ownership.
Each different type of ownership could affect QSBS eligibility!
QSBS is life-changing, it's undeniable.
But let's not ignore that most startups fail.
Successful exits are rare, and so is QSBS. So while I love sharing the gospel of QSBS tax savings, let's first make the right investing decisions to not put at-risk what doesn't need to be…
In case anyone needs a QSBS cheat sheet from the OBBBA updates.
Key difference: shares acquired 𝐛𝐞𝐟𝐨𝐫𝐞 July 4 will have different qualifications than if acquired 𝐚𝐟𝐭𝐞𝐫 July 4
Nothing is more impressive than the Biology of a young parent - surviving on fumes from 3 all-nighters - who melts at one baby photo and "wants another one."
It's me. I'm that parent.
I know that not all advisors at ______ mutual are the same and some are good.
But I just saw a $50K acct with 20 different funds and my impressions have not improved.
New advisors: I know we're all prudent passive investors who won't time the market.
but when clients ask about the Fed & interest rates and your thoughts, don't shrug it off like they shouldn't care, bc it doesn't matter for their goals.
They want to know *you* are paying…
11K Followers 4K Followinghelping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
5K Followers 356 FollowingFamily guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
3K Followers 2K FollowingCEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
2K Followers 1K FollowingFramer Pro Expert designing unique websites for financial advisors that help you:
Stand out. Tell your story. And grow your business.
7K Followers 2K FollowingPres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
2K Followers 731 FollowingFinancial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Chiefest of Calamities 🐉🔥tweets = not advice
3K Followers 1K FollowingHelping women to achieve financial independence since 2019 in Financial Powerhouse: The Club | Lover of all things 💰, food & culture | tweets ≠ advice
147 Followers 601 FollowingFinancial Planner for Small Business Owners, Solopreneurs, and High-Income Families. Co-Founder @allwealthplan Small-Biz Champion. Tweets ≠ Advice
66 Followers 597 FollowingStock investment is a ticket to participate in the development of the times - it makes you no longer just an observer of the economic wave, but a fellow travele
112 Followers 2K FollowingFounder and president of Cypress Wealth Partners. Certified Financial Planner™ who’s passion is helping clients feel more confident about their decisions.
1K Followers 3K FollowingFinancial musings from the Gulf Coast, Tweets for informational purposes only with exceptions for the Braves #Braves and Dawgs #DGD
22 Followers 156 Following20 yrs in corporate finance & investment roles.
Now sharing insights on investing, fundraising & entrepreneurship.
Building in silence, writing in public.
168 Followers 433 FollowingGod changed my life 🙌🏼
My wife and kids are epic.
Investing, Traveling, Celebrating!
*Nothing I tweet or retweet is financial advice*
183 Followers 394 FollowingPrepared Financial Planning LLC Founder and Financial Planner. Helping you on your financial journey with retirement planning, investing, and tax insights.
397 Followers 1K FollowingLicensed Financial Planner. I help clients tailor financial solutions to meet his/her purpose. Open for consultation. Contact: 011 7450 6576
93K Followers 461 FollowingOne nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
11K Followers 4K Followinghelping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
32K Followers 587 FollowingChief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, https://t.co/PQnTgtrk2b | Dad x3 + husband | Opinions are my own
7K Followers 1K FollowingChief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
5K Followers 356 FollowingFamily guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
11K Followers 3K FollowingRobotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
3K Followers 2K FollowingCEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
4K Followers 1K FollowingHelping Execs Break Free From Golden Handcuffs | Foster & Adoptive Dad Living at the Beach | CFP® Professional and IRS Enrolled Agent
Tweets ≠ Advice
9K Followers 1K FollowingFilling the quality gap with holistic wealth management for families with $25m and less.
10+ years building/investing. 3 exits and a few fun failures.
183 Followers 394 FollowingPrepared Financial Planning LLC Founder and Financial Planner. Helping you on your financial journey with retirement planning, investing, and tax insights.
771 Followers 2K Following@rivettax
Formerly @pilotHQ, bootstrapped biz to 500k, and 1st accountant @Bench
Accounting, Fintech, Entrepreneurship, Motorcycles, love @FolkAlley
181 Followers 319 FollowingAttorney on hiatus, wealth consultant. Mom of 3 (plus 1 of the furry kind), Gigi of 2. Razorback fan. Thankful to wake up each day and do it all again.
38 Followers 23 FollowingTax firm owner based in the SF bay area. Over 20 years working with tech executives and other HNW families. Equity comp tax specialist. Golf addict.
89 Followers 154 FollowingFinancial Advisor for Late-Stage Startup Employees and Owners with Stock Options | Avid Golfer | F1 Enthusiast | Tweets are not advice.
2K Followers 173 Following🔥Real FIRE (retired in my 40s).
💵3rd gen self-made millionaire + early retiree.
📊CFA
Credentials + 3rd Gen FIRE =🦄 worth following
25K Followers 834 Followingpartner @fpvventures - investing in seed/A. previous: investing @khoslaventures. first pm @meter, led growth @opendoor etc. love @shimoleejhaveri + 👦👧
231 Followers 445 FollowingFinancial Advisor | CEO/Owner of Iarann Wealth | I work with Attorneys/Tech/Business Onwers/HNW Individuals | Travel/Fitness enthusiast | Tweets are not advice.
13K Followers 1K FollowingHusband and Father. I'm an engineer so I can feed my family and play golf. Posts are mainly about golf!
Working on a scratch attitude!
8K Followers 6K FollowingCMO @ Legal Marketing Maven. Real Estate (PA & NJ). Very dark humor. Equal opportunity hater. Views here are my own. #MSwarrior
1K Followers 347 Following$15 million in student loan forgiveness for teachers. Former teacher who now specializes in financial planning and student loan planning for other educators.
166 Followers 128 FollowingI help retirees turn savings into income and professionals turn income into wealth • CFP® • Tweets ≠ advice • Get organized ⬇
6K Followers 618 FollowingCEO @Systemsixbooks. Relentlessly fixing finance departments for SMBs. Acquired via ETA in 2021. BHAG=$50M rev by 2030. Ex PE/MBA. Golf when I can. Girl dad!
771 Followers 732 FollowingPhD CPA Assistant Professor at @TCU. Argues with people who agree with me. Official Matt. All views are my own. (He/Him) @ menzer on the other one
79K Followers 293 FollowingI help golfers shoot lower scores & improve their golf swing by helping you understand your issues & provide proper practice techniques to improve 👊🏼