Dan Pascone | MakingSenseOfYourMoney.com

Day Job: CEO @tailoredwealth1
Side Hustle: Author of 'Making Sense of Your Money' newsletter - Subscribe ⬇️
Passion Project: Tweeting about sports and finance

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

Retirement at 65 is not the goal for most executives I work with.

The goal is doing work you love, on your terms, without the grind.

Your own schedule. Your own clients. Your own pace.

That's hybrid retirement. Work becomes optional.

Purpose doesn't.

See full video below👇

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

You're not behind.

You're just playing without a framework.

Most high earners think their problem is income.

It's usually not. It's that nothing in their financial life is talking to anything else.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

RSUs vesting without a plan is just expensive guessing.

22% withholding rarely covers what you actually owe once you're past the 32% bracket.

That gap shows up in April whether you planned for it or not.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

Chief Revenue Officer. 51 years old. $890K total comp.
Came to me six months after his doctor told him to slow down.
His financial plan had no idea that conversation ever happened.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

RSUs vesting without a plan is just expensive guessing.

22% withholding rarely covers what you actually owe once you're past the 32% bracket.

That gap shows up in April whether you planned for it or not.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

If your plan has you working until 63, but your body, your energy, or your employer has other ideas, what happens?

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

Chief Revenue Officer. 51 years old. $890K total comp.
Came to me six months after his doctor told him to slow down.
His financial plan had no idea that conversation ever happened.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

Work becomes optional on your terms.
Not on a timeline set by a spreadsheet from ten years ago. Not by a decision that gets made for you.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

State and Local Taxes (SALT) Are Changing – Are You Ready?
High earners in NY, CA, NJ:
State and Local Taxes (SALT) cap crushed your deductions. But the 2026 tax sunset could change everything. 🧵

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

Senior executives going fractional isn't a fringe move anymore.

It's becoming the default exit from full time corporate life.

The ones who do it well planned the transition years before they made it.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

Senior executives going fractional isn't a fringe move anymore.

It's becoming the default exit from full time corporate life.

The ones who do it well planned the transition years before they made it.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

A CFO making $480K base came to me after his bonus hit.
No plan. No system. Just a vague sense he should probably do something with the cash.
That's the reactor.
The risk isn't destitution. It's a series of small, avoidable mistakes quietly compounding in the wrong direction.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

You don't need to predict the next market move.

You need the next two years already funded.

That's the difference between reacting to volatility and being immune to it.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

A CFO making $480K base came to me after his bonus hit.
No plan. No system. Just a vague sense he should probably do something with the cash.
That's the reactor.
The risk isn't destitution. It's a series of small, avoidable mistakes quietly compounding in the wrong direction.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

You don't need to predict the next market move.

You need the next two years already funded.

That's the difference between reacting to volatility and being immune to it.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

The earlier you start making intentional decisions, the more the advantage compounds.
Not because you're smarter.
Because you've had more decisions land in the right direction instead of the wrong one.

[Dan Pascone | MakingSenseOfYourMoney.com @danpascone]

The earlier you start making intentional decisions, the more the advantage compounds.
Not because you're smarter.
Because you've had more decisions land in the right direction instead of the wrong one.