I’m increasingly convinced that the willingness to change your mind is the ultimate sign of intelligence. The most impressive people I know change their minds often in response to new information. It’s like a software update. The goal isn't to be right. It's to find the truth.
🧵 Maximize Your Employer Benefits for a Stronger Financial Future 🧵
Most people leave thousands on the table by not fully leveraging workplace benefits. Here’s how to make the most of what’s offered, set yourself up for retirement, and secure a financially sound future. 💼💰👇
🧵 🧵 Living in Southwest Florida, I’ve personally experienced the impact hurricanes can have - especially Hurricane Helene—not just on our homes and finances, but on our entire lives. Here’s how financial planning can help you weather the storm, before, during, and after. 🌪️👇
🧵 🧵 Living in Southwest Florida, I’ve personally experienced the impact hurricanes can have - especially Hurricane Helene—not just on our homes and finances, but on our entire lives. Here’s how financial planning can help you weather the storm, before, during, and after. 🌪️👇
🧵 Real Estate Through Your IRA: I had a client a few months ago ask me about this area, which I was aware of but not an expert on the area - let's dive in together!
This is not in any way, shape, or form a recommendation - strictly informational!
🧵 Ever heard of “sequence of returns risk”? It’s one of the most underrated dangers in retirement planning, but it can make or break your golden years. Let’s dive into why this risk matters more than you think:
Credit to RetireOne for the image.
1/ Professional athletes often earn millions, yet many end up broke. A lack of financial guidance is a key reason. Let's dive into some real-life examples and common mistakes. 💸 #FinancialPlanning#Athletes
1/13 🧵 What is Tax-Loss Harvesting?
Tax-loss harvesting is a strategy that seeks benefits from selling securities that have declined in value, allowing capital losses to offset capital gains and reduce taxable income. Let's dive in!👇
1/ Young professionals do not need to think about financial planning yet... FALSE!
🧵 How to Be Tax Efficient as a Young Professional 🌟
In the beginning of your career? Here are key tips to maximize your savings and build wealth early! #TaxEfficiency#FinancialPlanning
1/ Divorce is one of the most emotionally draining life experiences, with a national rate of 42%. Amidst this turmoil, it’s crucial not to overlook the financial impacts. 🧵👇
🌟 Ever heard of Net Unrealized Appreciation (NUA)? If you have company stock in your 401(k), understanding NUA could be a game-changer for your financial plan. Let’s break it down! 🧵 #FinancialPlanning#Investing
💰 Want to master your finances? 📚 Check out "The Richest Man in Babylon" – a favorite of Jim Rohn, Dave Ramsey, and Tony Robbins! Here's a thread summarizing its timeless wealth-building wisdom. 🧵👇
Peter Thiel, cofounder of PayPal, transformed $2,000 in his Roth IRA into a staggering $5 billion. The best part: it is all tax free growth. Unfortunately, only 24% of US Households have a Roth IRA.
A THREAD:
JUST IN: Kevin O’Leary educates CNN host about the Trump “fraud” trial, says every developer in America would be penalized like Trump if treated the same way.
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“Excuse me. What fraud? You get a developer that builds a building and he says it's worth $400 million, and he wants to borrow $200 million from a bank, which happens every day, everywhere on earth.”
“That haggling has gone on for decades. That's how it works… The bank that was supposedly defrauded testified and said: ‘We didn't lose anything. We want to do business with this guy again. We'd like to.’ But the judge said, no, no, no, no, no, no.”
“Let's penalize this developer for $355 million.”
“If we're going to do that, let’s penalize all the developers all across America. They've all done the same thing. All of them should go to jail and we should stop building buildings. That's what the message is from New York.”
Video: @WesternLensman