Jonathan Lopez

15 years helping small/medium-sized business owners pay less in taxes and build their wealth. Co-Founder: Glide | Breaking 100 | Truvize. Tweets ≠ Advice

[Jonathan Lopez @SMBplanner]

Starting/running a business is one of the most difficult/rewarding things you’ll ever do.

I’ve been a co-founder of three business, and I’ve consulted with clients in dozens more: all with varying degrees of success (or failure!)
Here are 5 things I’ve learned along the way🧵:

[bomani @bomani_jones]

buddy that guy don’t seem real

[Jonathan Lopez @SMBplanner]

@CoachSWUTEP @TheFCATeam @FcaPaso Thanks for being there coach!

[Jonathan Lopez @SMBplanner]

The most impressive part of this climb is how easy Alex makes it look 😂
#skyscraperlive

[Jonathan Lopez @SMBplanner]

@TKopelman Congratulations man, there’s nothing better!!

[Jonathan Lopez @SMBplanner]

@eugene_ego 👍🏼 Gotta have a direction and some end points

[Jonathan Lopez @SMBplanner]

“Am I even on track?”

“I have no idea what is feasible or not“

Both are common things heard from potential clients who are already saving for retirement.

If you don’t know the answers to these questions you need a financial PLAN!

[Jonathan Lopez @SMBplanner]

@matt_gottshall No wayyyy So jealous man… got the denial email yesterday Gotten used to it now 😂

[Jonathan Lopez @SMBplanner]

@T_Gatzemeier The better comparison would be comparing a pre 2017 tax cut or a 2026 if the bill wasn’t passed scenario…

[Jonathan Lopez @SMBplanner]

@markcecchini Nothing better than finding out friends haven’t seen a classic …. Unless they don’t pay attention while it’s on 😂

[Bryan Hasling, CFP® @bryanhasling]

Another day,

another highly-educated/successful professional who thought Northwestern Mutual did “financial planning” and is switching to us.

[Jonathan Lopez @SMBplanner]

@TKopelman And hiring the property manager opens a whole other set of potential issues…
first being: finding one that will actually be more of a help than a financial drag… which takes time!

[Jonathan Lopez @SMBplanner]

@matt_gottshall Looks sweeeet 🔥

[Jonathan Lopez @SMBplanner]

Big changes to buying a business using an SBA loan 👇🏼

[SMB Attorney @SMB_Attorney]

🚨 Doge Declares War on SBA: Trump’s New Rules Shake Up Business Buying !

If you're planning to buy a small business with SBA financing, major changes are coming.

Effective June 1, 2025, SOP 50 10 8 introduces new rules that could impact your deal.

Here's what you need to know 🧵

[Jonathan Lopez @SMBplanner]

@practicalgolf Sounds a lot like the finance industry!

[Jonathan Lopez @SMBplanner]

“He is not here; he has risen, just as he said…”

[Jonathan Lopez @SMBplanner]

@cmrejunki @realEstateTrent Yes for sure

[Jonathan Lopez @SMBplanner]

Every month, we bring together real entrepreneurial experience and over 15 years of financial planning expertise to help thousands through The Truvize Newsletter.

Check out our latest edition on proactive tax planning here:

https://t.co/CRp8e5FsgJ

[Jonathan Lopez @SMBplanner]

Any reason this wouldn’t be all of them soon? Amazing stuff

[unusual_whales @unusual_whales]

Y Combinator CEO Garry Tan has said that for about a quarter of the current YC startups, 95% of the code was written by AI.

[Jonathan Lopez @SMBplanner]

It’s Tax Day.

Sometimes the real stress isn’t writing the big check, It’s not knowing how big it’ll be…

Or how much smaller it could’ve been with better planning.

Business owners: Tax season shouldn’t be a surprise.

Sound, proactive planning can relieve the stress!

[Jonathan Lopez @SMBplanner]

Rory McIlroy just won the @TheMasters after a decade+ of close calls.

Talent got him there - discipline and resilience got him across the finish line.

Financial planning is the same:
It’s not about getting everything right.
It’s about staying in the game long enough to win.