Blake Eiermann

🌟 Aspiring CFP® | Investment Advisor Rep at Toce Financial Group 💡 Expert in Investment Strategies & Wealth-Building 📈 Passionate about guiding clients

[Blake Eiermann @Blake_TFG]

I am excited to launch my journey as an aspiring CFP for @ToceFinancial ! Sharing financial insights, investment strategies, and planning tips. Everyone needs a plan—let's build your financial future together. Subscribe to my Substack for more! 📰 #FinancialPlanning #CFP

[Blake Eiermann @Blake_TFG]

@AJToce Using gold? That’s boomer math. If we’re talking true purchasing power, a McDonald's worker in 2014 was making enough to buy 0.6 BTC a week. So, if you aren’t pulling in $40,000 a week today, you’re basically working for free.

[Blake Eiermann @Blake_TFG]

@AJToce Intellegence > artificial intelligence

[Blake Eiermann @Blake_TFG]

@AJToce 16 weeks into a 52 week crash. It will be interesting to see if crypto starts to see bullish momentum late summer/early fall.

[Blake Eiermann @Blake_TFG]

One piece of advice for someone in their mid 20’s going into 2026:

Build the habit of maxing out an IRA as early as possible.

The difference between someone who started at 25 vs 30 is staggering.

[Blake Eiermann @Blake_TFG]

@AJToce @cliffcornell_ Just doing my part.😎

[Blake Eiermann @Blake_TFG]

Year-End Moves that Matter

• RMD: age 73+ missing this can trigger penalties.
• Roth conversions: Move pre-tax → Roth to fill your current tax bracket
• Tax-loss harvesting: Offset gains + up to $3k of ordinary income
• Charitable giving — Donate to a 501(c)(3) by 12/31

[Toce Financial Group @ToceFinancial]

As we move into the heart of the Holiday Season, we're wishing everyone a very Happy Holidays! 🎅

Thank you for supporting Toce Financial Group this year - we appreciate each and every one of you.

[Blake Eiermann @Blake_TFG]

@ToceFinancial Let’s do it!

[Toce Financial Group @ToceFinancial]

Interested in adding Rental Properties to your portfolio of investments? Here are some things to consider. 🧵

[Blake Eiermann @Blake_TFG]

Last year, when I was still managing night operations at an FBO, I met a $TMDX team flying in for an organ transplant. That’s when I first saw their OCS tech in action. After 4 years of only seeing organs on ice, the OCS blew me away. Today I’m buying more $TMDX stock.

[Blake Eiermann @Blake_TFG]

@KobeissiLetter Taco Tuesday comes a day early

[Blake Eiermann @Blake_TFG]

Just wrapped up an outstanding experience at Altruist Academy Chicago 2025. The event offered valuable insight into how AI can enhance client service and streamline operations within the RIA space. I also gained meaningful knowledge around behavioral finance and building stronger relationships with clients. The venue was beautiful, the event was exceptionally well organized, and the Altruist team was professional, welcoming, and incredibly helpful.

Big thank you to @AJToce and @ToceFinancial for the opportunity and to @altruist for hosting an enriching learning experience!

[Altruist @altruist]

Day 1 at Altruist Academy Chicago set the bar high. Advisors dove deep into modern custodianship, got a front-row seat to our 2025 product roadmap, and unpacked advisor biases in an eye-opening CE session.

Day 2 is on deck with an agenda that offers a little bit of everything: marketing, AI, referrals, automation, and more

Welcome to Altruist Academy - Chicago.

[unusual_whales @unusual_whales]

Trump leaves for the Gulf today and is aiming to return home with $1 trillion worth of deals and investment pledges, per Axios

[Blake Eiermann @Blake_TFG]

Interesting how a 1.5% drop in the market today feels uneventful… Just a few weeks of heavy volatility and our perception of normal can shift.

[Blake Eiermann @Blake_TFG]

People spend hours researching for their fantasy football draft... but barely 30 minutes planning their investments.

One is just for fun. The other shapes your future.

Which one are you prioritizing?

[Blake Eiermann @Blake_TFG]

@TrungTPhan One of the companies to merge with a SPAC that led to the short lived SPAC pump and dumps of 2020 and 2021

[Governor Jeff Landry @LAGovJeffLandry]

Super Bowl LIX was a huge success, and it's clear New Orleans knows how to throw a party!

@NFL, let's make it official—New Orleans needs to be on a 5-year rotation for Super Bowls! Who’s with me?! #SBLIX

[stepfanie tyler @stepfanie]

good luck topping this, Kendrick

[Gianni Toce @TheBlindSeer_]

@neuralink @ModdedQuad @neuralink @elonmusk please consider my application!