Brett Wysopal, CFP®, EA, ECA

Helping Equity Compensated Individuals | Owner and Lead Planner@ Wysopal Wealth | Girl Dad 2X| Tweets ≠ advice.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@markcecchini @collin_ruth89 @AcquiredFM Bingo! Plus if you're working with a real financial advisor, these charts are even more ridiculous because no real financial advisor is hanging their hats solely on asset management.

So much more of the value is built around all the other services I.e. taxes.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@TR401 @Alyse__Clark People have had spreadsheets forever…

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@MeasureTwiceMNY 🤝

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@Unfettered1776 @MarketPalmer_ @BarbellFi Bingo

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@bryanhasling @TheExitGuy411 Not to mention term premiums are not nearly the cost of Whole Life.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@jakecrandall Agree, it’s why having designations like a CPA or EA matter. But also understand that experience in a niche matters just as much but sometimes more.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@HOTPLATE1031 @matt_gottshall I personally work with folks at these AI companies. They are literally building these products yet they are not relying on it for solving their financial picture 🤔

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@Samir_0425 @Leo_Traydes Not sure what his comment is about Roth better than Taxable as it dosent help anything with your comment.

If you have earned income, are not phased out, you can contribute to Roth. So if you work part time summer and winter jobs you should look into it.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@AdviserCounsel This is great. I saw the earlier post on why nobody is doing this with their RE. 😂🤣

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@yossi_bogo @greiser They don’t lol. When I first started in the finance industry 10 years ago I would literally call 45 year old adults to let them know they need to move their UTMA into their name lol

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@jessejbtc @TKopelman I'm with Thomas on his feelings. Finding the right tenants is ideal, except there is no guarantee you find this people, and even if you do when they move on you need to do it again.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@markcecchini Eat whole foods. If you can eat clean you’ll have nothing to worry about.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

As a Bears fan I don't know if I've been this excited for a game since 08’ 🐻⬇️

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@NxtGenPlanning Eh I'll let you slidenfor the Holidays

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@NxtGenPlanning Broooo, soda? You're better than that 😂

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@T_Gatzemeier Chefs kiss to this post.

I saw that guys insane take earlier today and signed off X as this platform gives me the chills in a bad way 😂

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@cfpinatl @T_Gatzemeier @Holistiplan The paycheck visualizer is pretty nice. As for OCR I spoke with their founder at a conference and he said they have no intent to implement OCR. I asked for a payroll API which they found interesting.

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@TheTaxNomad Assuming spouse isn't working in this scenario?

[Brett Wysopal, CFP®, EA, ECA @Soaps27]

@SquidsBurner @fmeverbladesfan @frank_seravalli As an ex player in the coast this is for sure not true. Housing cost is covered but that's it.