AH

CFP ® || Wealth management for surgeons and the thoroughbred industry. Focused on tax strategy, retirement planning, and preserving generational wealth.

[AH @LexingtonCFP]

If someone could invent a ketchup bottle that didn’t squirt so hard at the beginning, they would be rich.

[Wealth Management Guy @Wealth_Mgmt_Guy]

I don’t hate LinkedIn as much as most. But my goodness my feed is just 100% CFPs talking to each other. Boring.

[AH @LexingtonCFP]

Never a doubt

[Milan Momcilovic @MilanMomcilovi5]

BBN!💙

[AH @LexingtonCFP]

My tax dollars hard at work

[Andrew Cooperrider @KYCooperrider]

A financially struggling Kentucky school district has spent almost $700,000 on staff travel to places like Napa Valley, Spain, and Florida.

Fayette County Public Schools is taking out a $95 million short-term loan to address severe funding and budgeting problems. Despite these money issues, that hasn’t stopped the district from spending $699,759 fiscal year-to-date on staff travel.

Just over the last two months, the board has approved trips to St. Pete Beach, Napa Valley, and Spain.

The district often cites “grant funding” for these expenses. However, there is no requirement that much of this grant money be spent on staff travel.

A significant portion has come from the State Supplemental Career and Technical Education Fund — money that can and should be used directly for student supplies, materials, equipment, and classroom resources instead.

[AH @LexingtonCFP]

The next new moon is June 14th. Space X IPO is June 14th

[AH @LexingtonCFP]

These (bill gates) ticks in 2026 are nothing to play with

[AH @LexingtonCFP]

@JPMcClungIII @themidhambino Real recognize real 👍

[AH @LexingtonCFP]

@themidhambino @JPMcClungIII Good man.

[Michael Antonelli @BullandBaird]

Best job in the finance industry if

1) you’re good with people
2) you’re at the right firm
3) you can get it going. (This is the hardest part)

[AH @LexingtonCFP]

@mhodg89 @KySportsRadio Lives in midway. He’s an actor so he’s probably a lib, so him and Matt probably get along well

[AH @LexingtonCFP]

Robinhood being picked to custody the trump accounts is very on brand. Robinhood is definitely evolving, hiring CFP’s, investing in AGI, and now housing all trump accounts.

[AH @LexingtonCFP]

Should I invest in the Roth cheese option or the traditional cheese option?

[Bryan Hasling, CFP® @bryanhasling]

Advisors have a hundreds of neat wall st tricks to manage wealth

BUT, consistently, here’s what clients ACTUALLY end up liking about their advisors:

(it’s not what you think)

1) Wiring money / moving large money - it sounds silly, but ppl get VERY nervous wiring $. We help fund almost-every home purchase and we access funds <24-hrs. We’re like private bankers for deal makers.

2) Inconsistent Cash partner - our clients make large, choppy amount of cash/RSUs. So we regularly have the “what should we do with this $” convo. It’s boring + grounding convo we have ALL the time.

3) Having someone to talk to - this is big. Wealthy ppl are on an island. Parents/friends start looking at you funny. You’re a little uncomfortable. New skin. Advisors don’t judge, and you can tell them anything.

4) talk you out of dumb stuff - your new-rich friends will constantly try to get you into their friend’s new deal/hot fund. You think “this is what rich people do,” so you invest. This goes on until you die. Advisors help ground the convo, and talk you out of deals that don’t move your life forward, or would stress you out.

5) make sure your family gets your wealth if you die - sounds simple, but it keeps people up at night. You want to not screw up your kids, you want your spouse to live stress-free, and you want everyone to be on the same page. Hiring an advisor is like buying Insurance on your estate plan. It will get done.

—-

These topics are wild, bc I can’t sell those on a website. People call us bc they “tax issues” or “my options expire in 90-days” or ask “how do I diversify out of startup equity without paying too much tax?”

But in reality, it’s all those intangibles that people REALLY hire for (and never give up)

It’s a luxury that not all families can have. A true partner and resource.

But the ones that have it, will never give it up.

[AH @LexingtonCFP]

@conneryoungBC Had the exact same scenario happen last week myself. Client planned to gift her church 200k and I suggested she gift some appreciated stock positions instead. Saved around 40,000 in taxes

[Jeff “Erson” Knox, FRM @jeffknox55]

The sale section on S&amp;B tells you a lot about the average needlepoint wearing male

[AH @LexingtonCFP]

@JonnyFootball44 @KySportsRadio

[AH @LexingtonCFP]

🥲

[BBJ @JonnyFootball44]

What will $22million+ buy you in Kentucky?

Well, it’ll buy you a congressional seat.

But it won’t buy you a good basketball team.

[AH @LexingtonCFP]

Massie losing goes to show you that an election can be bought

[Theo Von @TheoVon]

Lets gooo @RepThomasMassie