Daniel Kopp, MA, MS, CFP ® @danielmkopp
Founder, Wise Stewardship Financial Planning • #FeeOnlyCFP helping servicemembers & young widows • Veteran • Widower • Husband • Father • Writer/Speaker wisestewardshipfp.com Anywhere my clients are! Joined March 2011-
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Daniel Kopp, MA, MS, CFP ® retweeted
1/ 🚨Breaking News🚨 The One Big Beautiful Bill (OBBB) Act has just been passed by the House, and is now on its way to the President's desk, where it will be signed into law. With that in mind, it's time to break it down... To read it for yourself: congress.gov/bill/119th-con…
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Daniel Kopp, MA, MS, CFP ® retweeted
1/ x 🚨Breaking Tax News!🚨 The House Ways and Means Committee just released draft tax legislation that will be "marked up" soon! Are you as excited as I am? (Hint... probably not😉) Here's a link to the text: docs.house.gov/meetings/WM/WM… Now, let's break it down...
AirPower!
Shout out from @MichaelKitces to @MeghaanL for his blue kicks today and more on the story of the KITCES brand. Wonderful conversation with @behaviorgap today at #XYPNLIVE!
Daniel Kopp, MA, MS, CFP ® retweeted
Eight reasons Americans should thank Israel for their response to Hezbollah: 1. 1983 Beirut Barracks Bombings: Hezbollah killed 241 U.S. servicemen in a suicide bombing (pictured). 2. 1983 U.S. Embassy Bombing: 17 Americans died in a Hezbollah-led attack (pictured). 3. 1984…
Daniel Kopp, MA, MS, CFP ® retweeted
Breaking News: Channel 5’s Maverick Steele Exposes TikTok’s IUL Insurance Scheme! 🚨🎤 Dive deep with us into the scandal as he reveals the TikTok insurance squad’s questionable tactics! While Ivan Illustrations and Rollback Ricky remain elusive figures, Premium Pat faces the…
Daniel Kopp, MA, MS, CFP ® retweeted
Working at @PWLCapital for 10 years, I have talked to thousands of individual investors, and interviewed the smartest people in psychology, finance, and economics on @RationalRemind. Based on that experience, these are the lessons I think everyone should learn about investing:
Can’t wait!
Daniel Kopp, MA, MS, CFP ® retweeted
Textbook grift by @TonyRobbins. It's not wonder folks struggle to trust finance professionals. Retail investors must navigate pernicious salesmanship, anemic regulatory standards, and an endless parade of public figures lying for profit. Do better. x.com/LastCallCNBC/s…
Textbook grift by @TonyRobbins. It's not wonder folks struggle to trust finance professionals. Retail investors must navigate pernicious salesmanship, anemic regulatory standards, and an endless parade of public figures lying for profit. Do better. x.com/LastCallCNBC/s…
Could not agree more. AI cannot & never will be able to “sit” with a grieving widow. To craft a financial plan with empathy. To be human together in the broken parts of life & yet craft a new way forward in the grief journey. As a widower myself, it’s now what I do for clients.
Could not agree more. AI cannot & never will be able to “sit” with a grieving widow. To craft a financial plan with empathy. To be human together in the broken parts of life & yet craft a new way forward in the grief journey. As a widower myself, it’s now what I do for clients.
Daniel Kopp, MA, MS, CFP ® retweeted
Last week @Austen asked, "Why isn’t the ideal investment strategy for 99% of people under 45 just putting 100% of cash directly in the S&P 500?" My response: (1) Recency bias (2) US only is a bet on US tech (3) Behavior/risk Read it here: ofdollarsanddata.com/should-your-po…
Daniel Kopp, MA, MS, CFP ® retweeted
▪Advisors deserve to be paid. ▪Clients deserve to know what they're paying. ▪Advisor service levels & client needs exhibit tremendous variety. ▪AUM & flat fee models can each be appropriate. ▪Righteous overgeneralization is great for engagement & terrible for discourse.
Daniel Kopp, MA, MS, CFP ® retweeted
Introducing: The Life of David Rhoiney A sneak peek behind the scenes of a major new Infinite Media film & book project chronicling the extraordinary journey of Dr. David Rhoiney (@FiSurgi). ___ David Rhoiney was born at the bottom. As an impoverished African American child,…
Great thread here.
#xypn growth story continues. XYPN firms now represent over 12% of ALL state registered RIAs offering financial planning. 👏👏👏
Cannot wait to be back for an absolutely amazing conference!
Cannot wait to be back for an absolutely amazing conference!
Daniel Kopp, MA, MS, CFP ® retweeted
Robert Kiyosaki has been the ultimate financial doom and gloomer. He’s been calling for a major all-around asset crash for years. Here are a few of his INSANE predictions and how much $ you would have LOST if you followed him:
Daniel Kopp, MA, MS, CFP ® retweeted
For 25 years from 1970 to mid 1990s, int’l stock's trounced US stocks & investors wanted to be hugely overweighted to non-US companies. Over last 28 years the opposite has been true and now investors are agog for US-only stock allocations.
This image is a powerful way to illustrate a sometimes-difficult concept to grasp when working with grieving widows. Thanks @kathi_balasek
This image is a powerful way to illustrate a sometimes-difficult concept to grasp when working with grieving widows. Thanks @kathi_balasek
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1K Followers
MILMO
@ItsMILMO
393 Followers
Military Dollar
@Military_Dollar
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Bryan Hasling, CFP®
@bryanhasling
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Luis F. Rosa, CFP®EA
@luis_f_rosa
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@brett_koeppel
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