Brian Wallheimer

EIC of @finplan at @arizent_co. Tips on #wealthmanagement news — [email protected]. Also a father of 3 - we camp, hike and root for the StlCards.

[Financial Planning @finplan]

Required minimum distributions are not popular, especially since many come with big tax hits at the time of withdrawal. It leads to advisors looking for effective ways to reduce the tax burdens for their clients.

[Brian Wallheimer @BrianWallheimer]

@virginhotelschi is check-in at 3? Or "come back and check later. We don't know when it will be ready"?

[Brian Wallheimer @BrianWallheimer]

@Gladwell wondering if you could recommend a "low smoke" lapsang souchong and a "high smoke" version. I'm intrigued after listening, and I'd love to compare.

[Brian Wallheimer @BrianWallheimer]

@DeadCaitBounce Why would you take it if you're allergic?!?! And how would you know until you take it?!?!

[Brian Wallheimer @BrianWallheimer]

@jacksonwoodHQ V-bucks sounds nice. $5 on first was what ours did. Dropped off after that. But when they need teeth pulled (apparently anything) it goes up!

[Brian Wallheimer @BrianWallheimer]

Please. 9 interviewed. They want an offensive guy. The two Black candidates are defense. Never stood a chance. But they're getting rid of the old boys network in the #NFL.
https://t.co/kc3SjwIhLe

[Brian Wallheimer @BrianWallheimer]

I only need $918k and change for here in Rockford, IL.

[Financial Planning @finplan]

You need less than $800k to retire in Johnstown, Pa. It only goes up from there. #retirement #financialadvisors https://t.co/dmFrYevU14

[Financial Planning @finplan]

Artificial intelligence has the potential to forever change financial services and advisors seem ready to move with the shift. #AI #financialadvisors https://t.co/Ga6yLYYVr1

[Financial Planning @finplan]

Have you looked at your @FINRA BrokerCheck record lately? If you see something there that’s unfair, it won’t be cheap to have it removed. And there’s no guarantee of success. #independentadvisors #FINRA
https://t.co/qmmzQuDHwJ

[Brian Wallheimer @BrianWallheimer]

What are the odds everyone who votes yes gets a ban?

[Elon Musk @elonmusk]

Should I step down as head of Twitter? I will abide by the results of this poll.

[Brian Wallheimer @BrianWallheimer]

@AdviserCounsel @APompliano @Interaxis8 @finplan Our list is about impact. We also have Rising Stars and other features that focus on people doing good. That's just not the point of this particular piece. But I do hear you.

[Brian Wallheimer @BrianWallheimer]

@AdviserCounsel @APompliano @Interaxis8 @finplan And I'll stop here. But we're always open to op-eds in our Voices section. That's where people like yourself can debate ideas. We'd be happy to include your thoughts. I'm at [email protected]

[Brian Wallheimer @BrianWallheimer]

@AdviserCounsel @APompliano @Interaxis8 @finplan And we just completed a Crypto Explainer video series based on much of the coverage we've had from the educators you mentioned.
Series is all here: https://t.co/U7pAVrL1lQ

[Brian Wallheimer @BrianWallheimer]

@AdviserCounsel @APompliano @Interaxis8 @finplan We were quite proud to host a series of columns by @DeadCaitBounce, and hope she is able to continue them soon. (Just a few)
https://t.co/goEWbGdMMk
https://t.co/hycGW6SQUT
https://t.co/q8g0KEzq7k

[Brian Wallheimer @BrianWallheimer]

@AdviserCounsel @APompliano @Interaxis8 @finplan Also, see the two-day Crypto for Advisors conference we wrapped up today. https://t.co/QixfA5EWnG

[Brian Wallheimer @BrianWallheimer]

@AdviserCounsel @APompliano @Interaxis8 @finplan Non-BIASED coverage is what we strive for. And here is some of what we've done: https://t.co/nnWKVEKvHk
(more)

[Brian Wallheimer @BrianWallheimer]

@CavinessWealth @BrowningLynnley @AdviserCounsel @APompliano @Interaxis8 @finplan Again. Not taking a side. And didn't argue against @AdviserCounsel, either. Just making @finplan's position clear.