Aaron K

Finance, DFS and Politics

[Aaron K @GVSU51]

@markcecchini Curious about the $0 value and 83(b) election. What did they pay? Seems like that could drive some scrutiny.

[Aaron K @GVSU51]

@TKopelman The marketing gimmicks with these insurance products is the worst part

[Aaron K @GVSU51]

@landforce Hang around the hoop baby

[Aaron K @GVSU51]

@markcecchini Equity

[Aaron K @GVSU51]

@AdvisorJobs They’ve been using these types of numbers for a while. When I was there they’d use similar numbers, and reality was much different. I say this as someone who completed the program

[Aaron K @GVSU51]

@mbontrager5 How are his posts getting worse

[Aaron K @GVSU51]

@caddietales Playing there and seeing the actual line from those tees is even cooler. Looks like you’re hitting into nothing

[Aaron K @GVSU51]

@wealthMAinsider Was shocked at how bad their operating system was, and that was coming from a wirehouse, which is saying something. Not sure how advisors accept it

[Aaron K @GVSU51]

@AdvisorJobs Spot on

[Aaron K @GVSU51]

@matt_gottshall Ive had better luck building skills which contain framework for double and triple checking math with current data and these types of things decrease 90% which is super helpful

[Aaron K @GVSU51]

@AdvisorJobs 100%. I really don’t understand these anti employment takes. When I see employees upping productivity and getting a higher ROI from their work, I want to hire more, not less.

[Aaron K @GVSU51]

@markcecchini Super cool planning - thanks for sharing.

[Aaron K @GVSU51]

🤦🏻‍♂️

[Bernie Sanders @BernieSanders]

Congratulations to Mayor Mamdani. He inherited a huge budget deficit, brought it down to zero, and still invested in childcare, housing and city infrastructure.

When municipal governments stand with working families, not billionaires, there is nothing they cannot accomplish.

[Aaron K @GVSU51]

@wealthMAinsider Solid revenue now and unlimited potential if you take the education angle with participants to feed an advisory business.

[Aaron K @GVSU51]

@TKopelman Do you do all this manually, or have you built systems that helps to streamline the process and filling these out?

[Aaron K @GVSU51]

@AdvisorJobs What’s your favorite way to structure transitioning equity to next gen advisors?

[Aaron K @GVSU51]

@FranWalsh73 Isn’t direct index thing just kicking the can down the road? If you turn 500 K into 2 million at some point if you wanna realize that you’re going to have a big tax bill.

[Aaron K @GVSU51]

@masonwarner Thought the same thing

[Aaron K @GVSU51]

@TKopelman Is there a specific provision in a plan doc you look for in regards to mega back door viability, or do you typically have to contact an administrator in the plan?

[Aaron K @GVSU51]

@TKopelman @AllStWealth Given the demand for your services how often do you consider increasing your pricing?