Christopher Clepp

Financial planner for u55 business owners and professionals. I'm not your parents financial planner! Here to help build your wealth. Tweet =/= recommendation

[Christopher Clepp @Buildwealth312]

Registered Rep. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794.

[wealthtender @wealthtender]

A new article with 💬 from Christopher Clepp published on MSN. @Buildwealth312

#wealthtenderquotes

https://t.co/C3J12xaJbD

[Christopher Clepp @Buildwealth312]

@lady__bost Never fear someone you can deadlift

[Christopher Clepp @Buildwealth312]

@nikicl @Steph_Bogan @GustoHQ @Paylocity Lots of clients on it. @Steph_Bogan if you need a contact to someone there I can facilitate .

[Christopher Clepp @Buildwealth312]

It’s a little hazy but still a great day to be walking around meeting with great people in Chicago. I love days like this mixing work with the beauty of the city.

[Christopher Clepp @Buildwealth312]

@Ross__Marino Whatever makes sense. I try to do more of what I love , human interaction , actual planning, and less of what I don’t like admin and repetitive work. Started with part time VA then full time VA. Hired marketing help (outsourced) for a while. Use a TAMP. Happiness >money

[Christopher Clepp @Buildwealth312]

@BullandBaird I am sure the doomsayers will be ready to tell you how this is bad.

[Christopher Clepp @Buildwealth312]

@brianportnoy So your wife is happy about the lost voice part right ?

[Christopher Clepp @Buildwealth312]

@SamanthaTwenty @PeterLazaroff Is it wrong if I just copy and paste #1 for my answer?

[Christopher Clepp @Buildwealth312]

@michaelbatnick stop yourself with the crimson tide >hunt for red october takes. Hunt for red October is where they should have stopped with the genre of film. It never gets better.

[Christopher Clepp @Buildwealth312]

@moseskagan @fortworthchris @firstrepublic We all make mistakes. We are human. The good ones own up to them!

[Christopher Clepp @Buildwealth312]

It was immensely satisfying to get to tell the story of one of my hero/clients!
I am so grateful to have been a part of this with all my @theadvisorgc advisors!

[The AGC™ @theadvisorgc]

Today’s chapter is by @Buildwealth312 ��️⚡️⚡️⚡️ Pre-order your copy of More than Money now! Out March 21 👉 https://t.co/Vs7QyTvYBD

[Christopher Clepp @Buildwealth312]

@theadvisorgc It was immensely satisfying to get to tell the story of one of my hero/clients!
I am so grateful to have been a part of this with all my @theadvisorgc advisors!

[The AGC™ @theadvisorgc]

Today’s chapter is by @Buildwealth312 ⛈️⚡️⚡️⚡️ Pre-order your copy of More than Money now! Out March 21 👉 https://t.co/Vs7QyTvYBD

[Christopher Clepp @Buildwealth312]

@genticici @brianportnoy @karencoyne Reasonable doesn’t work with that crowd - a truer statement has never been uttered

[Christopher Clepp @Buildwealth312]

@wwwojtekk You would not want mutual funds that generate large cap gains sitting in taxable accounts and you would want bonds and REITs in tax deferred.

The benefits of this are greater the older you get/closer you are to distributions

[Christopher Clepp @Buildwealth312]

@wwwojtekk Are you only considering those two options? If so then yes high growth goes into Roth .

If you have taxable a account in the mix then you just also know tax bracket and you would want some stocks in taxable account to be able to harvest losses and to pay lower cap gains rates

[Christopher Clepp @Buildwealth312]

@behaviorgap @ShannaDue @jus10castelli @DefineFinancial @amarpandit74 @MichaelHBaker @vrbst4 @J_Benold @cathycurtis @MattFizell @bykevinmahoney @sofiafinancial @MatthewRicks_ I’m proud to be a part of this!

[Christopher Clepp @Buildwealth312]

@RaibleChris @JosephPolitano My clients are going to love my new reasoning for their investment strategy.