Matt Wallen CFA®, CFP®

Concierge Wealth Management Advisor, educating and giving thoughtful advice to great people and families. Opinions here are not meant to be financial advice.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@wlthyaccountant What was it ?

[Matt Wallen CFA®, CFP® @matt_cfa1]

@waller67598 @BP2221077146446 @QB1Tattoo Must be a sad life for someone as old as you to pick on a young kid who was one of the top pitchers in the country this year. I bet you’re a lot of fun at parties

[Matt Wallen CFA®, CFP® @matt_cfa1]

@BP2221077146446 @QB1Tattoo lol that “kid” should’ve been a HS senior this year and is a really good kid. Maybe you should not opine on 25 seconds of Twitter video

[Matt Wallen CFA®, CFP® @matt_cfa1]

@CPATaxTeam I have good luck with SWU out of CLT (I use 6-8 a year), so I would take that. It also moves you to the top of the upgrade list for standby upgrades.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@DadisFIRE @jennyrozelle Generally it’s children per stripes (split between the bene. kids) If you disclaim you “are dead” and your share goes to your kids. If no kids it would generally pop back to level 1 to decide again. The key is you can’t direct it - it has to be next time line by the docs.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@feezel_connor He’s not even close. Tatiana Hargreaves was miles better.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@feezel_connor Believing those were the issues at hand here is the problem. One sided comments he has made years have marginalized the feelings of many fans. The I’m sorry last night (felt like a sorry you feel this way) should’ve came years ago, but wouldn’t be needed without his other actions

[Matt Wallen CFA®, CFP® @matt_cfa1]

@FFCane32 Honestly wait til Tuesday early evening and look on Viagogo - the resale market isn’t going to be pretty on Tuesday.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@Werewolf2030 @joshwgoodson 650-700

[Matt Wallen CFA®, CFP® @matt_cfa1]

@999TheFan 700 for the last row.

It’s 3x whatever the cost of round 3 was effectively in any given seat.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@CPATaxTeam NY is broken

[Matt Wallen CFA®, CFP® @matt_cfa1]

@ryanraysr Cfp -

The CFA change is also interesting but the test is just harder by a lot

[Matt Wallen CFA®, CFP® @matt_cfa1]

@ryanraysr One the CFA is considerably harder by way of experience. I’m sure CPAs would also throw their hat in that bucket. That said it used to be 2 days - three sessions - in person - limited takes a year - pressure felt much higher. Now they want membership fees

[Matt Wallen CFA®, CFP® @matt_cfa1]

@CPATaxTeam @bsuecannon What is the interest rate tied to? Is there an exit plan to repay the loan? These can get so messy as you know.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@WWELadyRefJess Proud of you friend

[Matt Wallen CFA®, CFP® @matt_cfa1]

@IraGilligan Here’s an add to the list for you ! https://t.co/EG7qnv1Kwa

[Matt Wallen CFA®, CFP® @matt_cfa1]

@AndyHVandenBerg @zachary_ashburn If you sign up for wealthtender you literally get daily offers to contribute to articles.

But like Zach said a lot of the other stuff is pay to play.

[Matt Wallen CFA®, CFP® @matt_cfa1]

@DMBGorgeCrew Imagine being the person that bought a ticket to a conference they weren’t going to and spent money to travel for this 😂

[Matt Wallen CFA®, CFP® @matt_cfa1]

@djwindle Agree - when some of these AI Native tools (Slant, Hazel bring in some of the other LLM capabilities it’s done) - although the cost of changing for large enterprise solutions may keep the big players a float for a long time.