Debbie Grose

CEO, Lake Tahoe Wealth Management. Believer in random acts of kindness and a proud member of the Secret Society of Real Financial Planners.

[Debbie Grose @dsgrose]

@realDonaldTrump your crazy is showing #Debate2024

[Don St. Clair, CFP® @DonStClairJr]

… what the actual 🤬*ck was going through that evil, scatological mind of yours when you decided that recurrent distributions scheduled to go out on January 2nd should instead be pulled forward to THIS year and go out on December 29th?

[Don St. Clair, CFP® @DonStClairJr]

Is there a place on this website for RIAs to log their @CharlesSchwab requests and complaints? Why exactly can we not ACH IN to Simple-IRA accounts? When are you going to fix your RMD workflow so that it works the way your own service center reps say it does? And… 1/

[Science girl @sciencegirl]

What if this was the future of bars and restaurants, how would you feel?

[Vala Afshar @ValaAfshar]

You did not choose your
• birthplace
• skin color
• birth parents
• birth gender
• birth language
• birth name
• ethnicity
• born abilities

You can choose to be
• kind
• giving
• honest
• grateful
• respectful
• optimistic
• humble
• happy https://t.co/CrwFt8VhJi

[Vala Afshar @ValaAfshar]

To improve your writing, read more.
To improve your thinking, write more.
To improve your storytelling, present more.
To improve your energy, rest more.
To improve your understanding, teach more.
To improve your network, give more.

To improve your happiness, appreciate more.

[Don St. Clair, CFP® @DonStClairJr]

Listen closely and you’ll hear @WorthLivingLLC screaming from the grave: “we’re in the numerator business!!!” #FPARetreat

[Don St. Clair, CFP® @DonStClairJr]

Make your “discovery” meetings less about existing goals, more expansive, more possibilities-generating. @amynmullen #FPARetreat

[Amy N. Mullen, CFP® @amynmullen]

The more disrupting the transition is (pandemic) the longer the period of time to adjust to the new normal. You may think you’ve made it through but the final results of your new way of being will not be fully in place for quite a while. @SuddenMoney #FPARetreat

[Amy N. Mullen, CFP® @amynmullen]

Trained instinct & intuition leads to far more successful results than cold calculated objective solutions. @DonStClairJr #FPARetreat

[Diana Cabrices @dianacabrices]

Wow @fpassociation THANK YOU for bringing in an artist to visualize my session! This is amazing 🥹

Honored I got to spend the last hour in a room with passionate financial planners here at the #FPARetreat 🫶🏻

They were curious, engaged, and kind

A total conference success! ✔️

[Amy N. Mullen, CFP® @amynmullen]

Rather than discovery based planning (gathering clients limited perspective of goals) we should be providing frameworks that guide clients in possibility based planning (curious and expansive thought processes) @DonStClairJr #FPARetreat

[Diana Cabrices @dianacabrices]

I have never in my entire life sat through a presentation given by a blind person

We ate “in the dark” w/ blindfolds, & then shared how we felt

I’ve always respected the disabled, but this takes it to a new level

@fpassociation what a thoughtful event experience👏🏼 #FPARetreat

[Diana Cabrices @dianacabrices]

Making new friends and having great convo at #FPARetreat!

Christine with @altruist is a ray of sunshine ☀️

TY Scott @FPTransitions for snapping our photo! 🥳

[Amy N. Mullen, CFP® @amynmullen]

Unfortunately most of what you help your clients with is outside of your control. But, what you can control is how you show up for your client - Marlis Jansen & Julie Fortin #FPARetreat

[Debbie Grose @dsgrose]

I'm so excited to see @alexaclay
At #FPARetreat 2023! Here's a warm https://t.co/k30SVBcP3U

[CFP Board @CFPBoard]

Our Spring 2023 scholarship application window is open! See if you qualify for any of these 50 scholarships awards for individuals pursuing CFP® certification. Deadline to apply is April 2: https://t.co/bTmOYXR8EC
#CFPpro #CFPproDiversity

[NBC Olympics & Paralympics @NBCOlympics]

The winningest World Cup alpine skier in HISTORY. 👑

Retweet to wish @MikaelaShiffrin a happy birthday! 🎉

[Debbie Grose @dsgrose]

Advanced registration is available until midnight tonight. Act now! https://t.co/kmJXBCRnD1

[Debbie Grose @dsgrose]

@NBCOlympics @MikaelaShiffrin 🙌💖👸🏼