The Lonely Accountant

Investor, Explorer, Financial Planner

[The Lonely Accountant @Lonelyaccountnt]

@RyanPKirlin The true answer, not Pershing.

[The Lonely Accountant @Lonelyaccountnt]

@BillBrewsterTBB If it’s not state specific I like first eagles high yield muni because of John Miller.

[The Lonely Accountant @Lonelyaccountnt]

@_Reloe 5, 2 normal, 2 heroic, 1 mythic

[The Lonely Accountant @Lonelyaccountnt]

@Invested_In_You We also use Monarch more as a guide than to really drill down on what we are spending.

[The Lonely Accountant @Lonelyaccountnt]

@Invested_In_You We have everything joint, but kept our original separate accounts that sit around 2k. We view ourselves as a team and regardless of the purchase if you have to think what my wife thinks, maybe worth a second thought. Money goes into joint each paycheck, CC we added each other.

[The Lonely Accountant @Lonelyaccountnt]

@MoneyJrod First month of no payment in 4 years

[The Lonely Accountant @Lonelyaccountnt]

@Brooks_G_ Balance is key

[The Lonely Accountant @Lonelyaccountnt]

@LoganGrafTax I take 2 days each week for the next 3 weeks just to catch up on home, health, and sanity.

[The Lonely Accountant @Lonelyaccountnt]

@StockMarketNerd I have actually talked to a few employees of the stores, and it is pretty eye opening how they treat employees when it comes to disagreements or safety compared to its customers. Could be isolated instances but I live in a pretty well off area and what 18-24 year olds deal with.

[The Lonely Accountant @Lonelyaccountnt]

@Dani_Bbrn Never sent an SR but this year I have been getting a lot of new clients who have had it. Thinking it’s easier for the old accountant to read and that’s why he retired as well.

[The Lonely Accountant @Lonelyaccountnt]

@markcecchini Pershing sucks that is all I know

[The Lonely Accountant @Lonelyaccountnt]

@marketplunger1 I don’t know why but I love the maze runner series (movies sucked)

[The Lonely Accountant @Lonelyaccountnt]

@lofibanshee Think the biggest issue is the minor patches don’t always have content for all groups so people feel like nothing has be released.

[The Lonely Accountant @Lonelyaccountnt]

@PinkProfit Genuinely disagree, but also depends if you plan on having kids etc. When I got married it was no longer my money or her money, it was our money. We are a united couple working towards our goals. Respect each others spending but also not hiding anything either. Also just easier.

[The Lonely Accountant @Lonelyaccountnt]

@BarbellFi Was it for piece of mind?

[The Lonely Accountant @Lonelyaccountnt]

@theficouple Always depends and I see clients do it differently. One parent didn’t choose rent and instead had extra payments to students loan.

[The Lonely Accountant @Lonelyaccountnt]

@LoganGrafTax It’s the clients not the deadline that makes it miserable last few weeks.

[Matt Garasic, CFP® @Matthew_Garasic]

What people think they're hiring me for:

Financial planning and investments.

What they actually get:

Someone who helps them figure out how to use money to create the life they always dreamed of but didn't know was possible.

[The Lonely Accountant @Lonelyaccountnt]

@markcecchini 100% agree but is there a statistic that shows if you miss the worst 30 days or the 30 best and worst days?

[The Lonely Accountant @Lonelyaccountnt]

Read and walk everyday, thank me later