Dale Shafer II, CFP®

Fee-only wealth and exit planning advisor for business owners. Founder @lifemoveswealth, creator of the #BOSSMethod. Tweets ≠ financial advice.

[Dale Shafer II, CFP® @DaleShafer]

@RunningBear571 @LawlerPatrick39 @charliebilello Impact yes. Control no.

[Dale Shafer II, CFP® @DaleShafer]

@LawlerPatrick39 @charliebilello Thinking the president controls the economy is more of a clown position. You can take time periods based on presidential cycles but it doesn’t tell you anything. Both Biden and Trump own the Covid and post-Covid economy. So, push the pin into Jan 2025 but what does it tell us?

[Dale Shafer II, CFP® @DaleShafer]

@nicksortor I’ll take ‘Things that are not necessary, helpful, or important in moving the country forward’ for $250, Alex.

Tell me you need to feel significant without telling me you need to feel significant.

[Dale Shafer II, CFP® @DaleShafer]

Major potential tax advantage to consider!

[Zach Melloh, CFP® @zachmelloh26]

Mike retired at 54 with $ 4.1M.

He had done everything “right”:

• Maxed out his 401(k)
• Saved consistently for 30+ years
• Paid off his home
• Avoided debt

But:

[Dale Shafer II, CFP® @DaleShafer]

Such an important attachment to your estate plan!

[The Money Cruncher, CPA @money_cruncher]

If you died tomorrow, would your family know how to access everything?

Banking, crypto, brokerages, your laptop...

Here's how to build your "When I Die" binder in under 10 minutes:

[Dale Shafer II, CFP® @DaleShafer]

100% agree. This is the way to do tax planning correctly 👏

[Travis Gatzemeier, CFP® @T_Gatzemeier]

Unpopular opinion from a CFP who works with $400 k to $ 1M+ earners:

Most high earners are managing their taxes wrong.

They chase strategies. They ignore the mechanics.

Result? A $30 k to $50 k surprise bill in April. Most of the times a penalty on top of it.

Here's the 6-steps I use with clients to fix this...

[Dale Shafer II, CFP® @DaleShafer]

@BoLoudon Bullshit flag raised.

[Dale Shafer II, CFP® @DaleShafer]

@cliffcornell_ Love Random Walk and the Intelligent Investor. You should read them!

[Dale Shafer II, CFP® @DaleShafer]

@BrendaGDavis9 @WatchChad @BizballMaury Donated by whom… as the best use of resources on Easter?

[Dale Shafer II, CFP® @DaleShafer]

@WatchChad @BizballMaury Maury is correct. Mega churches have missed the point if this is the message.

[Dale Shafer II, CFP® @DaleShafer]

@FightStorage That ear is looking pretty good these days. Almost like it never happened…

[Dale Shafer II, CFP® @DaleShafer]

Powell is “incompetent and possibly corrupt”… meanwhile, he nominated Powell, his DefSec potentially tied to attempting to front run defense stocks ahead of the Iran conflict, and his sons are profiting off drone companies involved in the Iran conflict. I mean, if you want to have the conversation, let’s have it all the way around.

[Dale Shafer II, CFP® @DaleShafer]

@GOP Really - the official platform has publicly devolved into middle school social media stupidity?

Will anyone restore decorum? Or, will you all play the “they did it first” game?

[Dale Shafer II, CFP® @DaleShafer]

Mail in cheating from someone who has mail in voted. Huh. Are the mail ins fraudulent or are the voting machines fraudulent? Can’t keep track. Or, is he saying the entire election system is fraudulent? Or, just whatever his followers will jump behind heading into the midterms when he knows his platform and his economy is weak?

[Dale Shafer II, CFP® @DaleShafer]

@maxpashman Street cred, my man. Mo’ letters = Mo’ CEs

[Dale Shafer II, CFP® @DaleShafer]

@MagaGrunt1 Never a bigger megalomaniac.

[Dale Shafer II, CFP® @DaleShafer]

@LogansTwitty @NoleGameday Except none of this matters in March. Good drama, though.

[Dale Shafer II, CFP® @DaleShafer]

@dzdork2 @bofrench @pambesteder Are there?

[Dale Shafer II, CFP® @DaleShafer]

@AlexBasedXx2 @PatriotInSF @bofrench @pambesteder Me, or that guy?