Ozzy

ʀᴇʟɪɢɪᴏᴜsʟʏ ɪɴᴠᴇsᴛɪɴɢ.

[Ozzy @___freespeech]

Everybody should frame this to their walls. So, greedy boomers can acknowledge 🤮

[Kurt Supe, CPA & Retirement Planner @KurtSupeCPA]

Couple comes in for their annual review.

$2.8 million. Well invested. Solid Pension. Completely on track.

I ask the question I ask everyone.

"How is your daughter doing?"

Mom's face changed first.

Their daughter is 39. Hasn't asked for anything. Never complained.

But she's been in the same apartment for six years.

Daycare alone is $1,800 a month. Down payment feels impossible.

Dad said "we always figured she'd get it eventually."

I pulled up a simple chart.

Statistically they live to 88. She inherits at 56. Maybe 60.

At 60 her own retirement is eight years away.

The money that could change everything at 39 arrives when her finish line is already close.

Neither of them had ever seen it framed that way.

The annual gift exclusion is $19,000 per parent per child.

They can move $38,000 a year to her. No gift tax. No estate implications.

Over ten years that's $380,000 transferred while they're healthy enough to watch it matter.

Dad looked at his wife.

"Why are we waiting?"

Most families leave everything at death because nobody showed them the math of giving it while they're alive.

[Ozzy @___freespeech]

@FindleysFinance $TSLA

[Ozzy @___freespeech]

@korkmazali08 $MSFT hafife alma. Su anda mag7 icinde en cok satilanlardan biri $META ile birlikte. Kaldi ki hala karliligi ucuk rakamlarda. Geri gelecektir.

[Ozzy @___freespeech]

@TheWaveCount $227 really? LOL

[Ozzy @___freespeech]

@amitisinvesting That's me! HAHAHA

[Ozzy @___freespeech]

@bbosports Montella yine anasina sovdurtcek anlasilan. Bu maci da kaybederse Turkiye’ye geri gelmesin.

[Ozzy @___freespeech]

@Emreislek Tinder Swindler

[Ozzy @___freespeech]

@bpthaber Ucagi dusurecekler

[Ozzy @___freespeech]

@DudeWhoInvests 😂

[Ozzy @___freespeech]

@siyahsancakx Yine boyle cikarsa gercekten anasina avradina kufur yer.

[Ozzy @___freespeech]

@pdicarlotrader Great job Peter! 👍🏻 thank you. What do you think about $ORCL ? Are you going to look into it as well??

[Ozzy @___freespeech]

@isveckrali_ Jsjsususjxjsjd. Fakir tesellisi.

[Ozzy @___freespeech]

@Mr_Derivatives Same here!

[Ozzy @___freespeech]

@Kalshi Watch them start exchanging missiles next week lol.

[Ozzy @___freespeech]

@Kalshi 🤡

[Ozzy @___freespeech]

Any $SPCX fan is around?

[Ozzy @___freespeech]

@RensingTrades I like that!

[Ozzy @___freespeech]

@MMatters22596 What is your average on $CRWV

[Ozzy @___freespeech]

@bptfinans 😂

[Ozzy @___freespeech]

@gusholderhaber Acaba ne verildi karsiliginda :)

[Ozzy @___freespeech]

@fan_cihatcicek Gunes enerjisi sirketleri alin diyecegine hala daha gumus alin diyor dedem :)