Isaiah Stidham, CFP®

CFP®, CPA, CEPA, Partner, Wealth Advisor
#feeonly advisor, #RIA

[Peggy Ruhlin @PeggyRuhlin]

Budros, Ruhlin & Roe is now Corient. End of an era, but the beginning of great new things.

[Brian Kight @BrianKight]

Too much effort and emphasis on creating "habits". Too little on making intentional choices and backing them up with disciplined action, like a human being in control of themselves in pursuit of a worthy purpose. We are built to exert effort, not to live effortlessly.

[WELD Columbus @WELD_Columbus]

Be sure to register for WELD's March Emerging Professionals’ Series, featuring an engaging panel of Women WELDing the Way® honorees focused on taking initiative and being true to yourself. Registration is open until March 7th. Register here: https://t.co/kcpq9d1Ybv

[NAPFA Genesis @NAPFAGenesis]

RT NAPFA: Practice Profile: What #NAPFA member Samantha Anderson of Budros, Ruhlin & Roe started her career #feeonly financial planning: https://t.co/0BQo0kGcG6

[Peggy Ruhlin @PeggyRuhlin]

Congratulations to @BudrosRuhlinRoe’s summer intern, Elya John! Elya was also the winner of the 2021 @PeggyRuhlin Women in Wealth Management scholarship. https://t.co/5ZshN14OMj

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Thanks to the volunteers, riders, organizers and supporters! Another remarkable step forward in the fight against cancer. 100% of rider fundraising directly supports innovative cancer research. Donate today at https://t.co/mXtTiyxR8Z @Pelotonia #onegoal #legendsunite

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Getting ready for our final @Pelotonia training ride with Team @BudrosRuhlinRoe! We're ready! #OneGoal #LegendsUnite https://t.co/vf6BoJ6niE

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Excited to be training for my first @Pelotonia this year! Donate to my ride at https://t.co/vf6BoJ6niE or, better yet, come out and join the @BudrosRuhlinRoe team this year! #OneGoal #LegendsUnite

[Sam J. Anderson, CFP® @BRR_SamAnderson]

So honored!

[Sam J. Anderson, CFP® @BRR_SamAnderson]

It is imperative that family business owners know their motivations and goals for selling the business. There are numerous things, such as third-party audits that an owner should do as soon as the thought of selling enters one’s mind. https://t.co/7OV7p0SJzf

[Sam J. Anderson, CFP® @BRR_SamAnderson]

Are you holding your assets in the right types of accounts? If you own the same securities in each of your accounts - you are likely missing out on valuable tax planning. Strategic asset location can reduce the drag of taxes on your portfolio's return. https://t.co/MVDChpQlkI

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Join Central Ohio EPI for a great event to start 2021! Our panel of leading estate experts will offer their insight for business owners as we transition to a new Presidential Administration. RSPV for this free event: https://t.co/fD8zGLWHxi @beyondcepa @BRR_IsaiahS #exitplanning

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Join Central Ohio EPI for a great event to start 2021! Our panel of leading estate experts will offer their insight for business owners as we transition to a new Presidential Administration. RSPV for this free event: https://t.co/fD8zGLWHxi @beyondcepa @BRR_IsaiahS #exitplanning

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Should be a great event tomorrow!

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Congrats Ana and welcome!

[Scott Kidwell, CFP® @BRR_ScottK]

It's the time of year when IRA owners should be making sure that they've taken their RMD. However, 2020 is going to be different. Read my blog describing that change along with other recent changes that IRA account owners should be aware of. https://t.co/Y7LCcdYqLk

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Looking forward to another great EPI event tomorrow!

[GBQ @GBQ_LLC]

GBQ is proud to #sponsor the Exit Planning Institute's upcoming virtual event exploring real-world stories from 2020 business transactions and how they were impacted by #COVID19. Register today! 🗳️ https://t.co/yv0BRjszhJ
#mergersandacquisitions @beyondcepa

[Sam J. Anderson, CFP® @BRR_SamAnderson]

So proud of @BRR_MLoveday and honored to be a colleague of hers. #WomenInFinance

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Join Central Ohio EPI for M&A Stories from the COVID Era. We are excited to have Jon Leiman of North Branch Capital and Greg Nodland of Sunvera Group share with us their experiences of executing transactions during COVID. Register for this free event at: https://t.co/ooFjctakEZ

[Isaiah Stidham, CFP® @BRR_IsaiahS]

Join us for another great event from TEI on November 12 at 8am; Getting Back to Growth! Thanks to our wonderful panel from EasyIT, @myrustybucket, Peoples Services, @C_S_O, and @FisherOSU. Register now for this free event at: https://t.co/VYBgMmLASN