Ian Bloom

Financial Life Paladin, Nerd 🤓, CFP® Professional, RLP®. @openworldfp is my firm. Tweets are not advice. Author of He/him.

[Ian Bloom @IanHBloom]

that dream castle.

The book contains both insights and a series of exercises to walk you through the process of getting your financial household in order. Now, let's achieve accumulation."

[Ian Bloom @IanHBloom]

The book is out! You can order paperback or download the eBook today! https://t.co/xzswHv1tg9

I'd appreciate any reposts, likes, comments, or purchases. I'm very proud of this book and would love your support in ensuring it does well!

[Ian Bloom @IanHBloom]

basic strats for getting your income, spending, debt, savings, and investing under control. Building this coordinated start to a financial plan will get you well on your way to accumulating the hoard you need, vanquishing your enemies, or finally saving up the down payment for

[Ian Bloom @IanHBloom]

P.S. If you're reading this and you're a client (or referred one to me) thank you so much. These last seven years, prior book, and upcoming book are all made possible by your support. You're awesome!

[Ian Bloom @IanHBloom]

This week (Friday) will mark 7 years of me running my own firm. To honor this, I've got 7 days of cheesy analogies/lessons that I think are both fun and insightful.

1) Since starting to take care of our own home, I've learned a lot about maintenance. All the maintenance

[Ian Bloom @IanHBloom]

the new things in finance or attend CE webinars. It's really simple, but so many things in the human experience come down to these smaller bites of productivity.

[Ian Bloom @IanHBloom]

XYPN has other planners at: https://t.co/Hi5a64XdH9

If you're not yet ready to sit down with someone, but still want to build a good foundation, check out my new book Achieving Accumulation! It comes out on August 29th. Follow me for a reminder when it launches!

[Ian Bloom @IanHBloom]

A lot of my work as a planner is helping clients see their financial situation clearly and implement a solution. Some clients are saving well, but have a lot of fear of losing assets. Another client is earning good income, but has the vague feeling that they aren't saving and

[Ian Bloom @IanHBloom]

If you're looking for help, reach out to a financial planner. My calendar is available at: https://t.co/UCzliCOgaK

[Ian Bloom @IanHBloom]

institutions to do something that makes us look good in the short-term, but hurts us in the long-term.

But that's just my opinion.

If you want to learn more, here are a few sources:

https://t.co/uFID3ODicV

https://t.co/5JGLo0VJgQ

https://t.co/Uv5xakcmac

[Ian Bloom @IanHBloom]

An oft-asked question to financial wizards like me is something like "What do you think of the market right now?" or "How are you feeling about the economy?" I struggle to answer this most times, as I'm no macroeconomist.

[Ian Bloom @IanHBloom]

We should not be cutting taxes (mostly for the wealthy, by the way) when we are struggling with 5 years of high inflation due to COVID-era fiscal policies. We should be increasing taxes on people who have plenty. Finally, we certainly shouldn't be putting pressure on our