Allan Phillips, CFP®

Financial Planner for Physicians and business owners. Tweets don’t = advice.

[Allan Phillips, CFP® @allantheplanner]

Is financial planning sexy? Maybe not. That doesn’t mean it has to be boring.

[Allan Phillips, CFP® @allantheplanner]

@FiSurgi @Rick_Ferri I agree with this to a point. Some kids might best to suited for a career that doesn’t pay— nonprofit for example. It would be nice to take some of the financial stress away from them as they think about these choices. And we can’t possibly know about future hardships.

[jay plemons @jayplemons]

Scott Adams cured laziness

[Allan Phillips, CFP® @allantheplanner]

@Nathan_C_Cook @olsonplanner Nah nothing wrong with this one.

[Allan Phillips, CFP® @allantheplanner]

Lol

[Meb Faber @MebFaber]

Me listening to popular investment guru recommend that it is easy to beat the market by "investing in growth, growth and income, aggressive growth, and international mutual funds"

[Allan Phillips, CFP® @allantheplanner]

Who is really the expert in a financial planning relationship?

[Allan Phillips, CFP® @allantheplanner]

@jeremywalter I think about this all the time

[Allan Phillips, CFP® @allantheplanner]

Is financial planning sexy? Maybe not. That doesn’t mean it has to be boring.

[Allan Phillips, CFP® @allantheplanner]

The whole video can be seen here https://t.co/KghGqMgOYZ

[Allan Phillips, CFP® @allantheplanner]

Is financial planning sexy? Maybe not. That doesn’t mean it has to be boring.

[Allan Phillips, CFP® @allantheplanner]

@olsonplanner A pair of shoemakers shoes. I need to update.

[Allan Phillips, CFP® @allantheplanner]

@PeterMallouk Careful, the cult doesn’t like hearing he’s wrong.

[Allan Phillips, CFP® @allantheplanner]

@MegBartelt I’m finally attending EVOKE in November. Can’t wait.

[Allan Phillips, CFP® @allantheplanner]

👇🏻

[Allen Mueller, CFA, CFP® @7Saturdaysaweek]

**ALERT: Dividends are not magic or free money.**

They're often viewed as extra yield, a “bonus” on top of a stock’s normal return.

Sounds great... but that's not how it works.

1/7

[Allan Phillips, CFP® @allantheplanner]

#NewProfilePic

[Allan Phillips, CFP® @allantheplanner]

@MelissaJoyCFP @adamchapman Nationwide has a Spia that lets you waive commission

[Allan Phillips, CFP® @allantheplanner]

@MegBartelt I’ve been aggressively saying YES to things my kids ask me to do with them. Expensive? Even better. It’s an investment.

[Allan Phillips, CFP® @allantheplanner]

The Princess Bride is a whole new movie when you learn Mark Knopfler made the soundtrack.

[Travis Gatzemeier, CFP® @T_Gatzemeier]

Who doesn't love a good checklist!?

Since we are at the halfway point of 2023, I thought I would whip up a super simple one-page financial checklist for entrepreneurs.

Want a copy?

Reply with "mid year" or retweet this and I'lll DM it to you!

[Allan Phillips, CFP® @allantheplanner]

🤯

[Alton Brown @altonbrown]

#CulinaryTruth If you’re not dusting your watermelon with ground pork rinds, you are in fact…doing it wrong.