Jake Northrup, CFP®, CFA, CSLP® @Jake_EYW
Founder and Financial Planner at Experience Your Wealth 💰| @investmentnews 40 Under 40 & @investopedia 100 advisor 🏅| Dog Dad 🐕| Travel Lover 🌎 experienceyourwealth.com Bristol, Rhode Island Joined November 2019-
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Experience Your Wealth is #hiring! We’re looking to add a fully remote paraplanner with ideally 2+ years of full-time experience in a paraplanning role. Details to apply here 👉bit.ly/EYWparaplanner…
To help reduce the likelihood of going down the wrong future path, consider goal setting as: 👉 Take guesses at what future you will want 👉 Run some experiments 👉 Reflect on the experiments 👉 Rediscover what you think is important to you ... rinse and repeat
Huge thanks to @jbrendanfrazier for having me on his podcast! In this episode, we pull back the curtain of EYW to talk about how we always put a clients’ life at the center of their finances.
Huge thanks to @jbrendanfrazier for having me on his podcast! In this episode, we pull back the curtain of EYW to talk about how we always put a clients’ life at the center of their finances.
Do you have a large chunk of RSUs vesting in the near future? (Shoutout @klaviyo and @Instacart employees!) Watch out for a surprise tax bill. RSUs are typically withheld at a 22% federal tax rate, but if your effective federal tax rate > 22%, you'll be under-withholding tax.
Boston-based @klaviyo went public today! Here's how #Klaviyo employees can plan for their RSUs, ISOs + NSOs to help minimize taxes, while also maximizing their life. experienceyourwealth.com/financial-plan…
Boston-based @klaviyo is going public... what mistakes can you avoid with the #IPO? This blog is part 2 of the 4-part mini blog series on the #Klaviyo IPO discussing 5 of the most common mistakes that we see people make during an IPO. experienceyourwealth.com/financial-plan…
Boston-based @klaviyo filed its S-1 last Friday to kick off the IPO process Part 1 of this mini-series covers the logistics of the Klaviyo IPO and connecting the #IPO event to your life goals & values Before you answer WHAT to do, you need to answer WHY experienceyourwealth.com/financial-plan…
A lesser-known tax rule that can exclude up to $10 million of capital gains for those with equity in a start-up company... Qualified Small Business Stock (QSBS). For those that have QSBS-eligible stock, the tax savings (up to 7 figures!) can be life-changing.
Are you looking to buy a home right now? Low housing inventory + high mortgage rates = Historically difficult time to buy a home. Thanks to @sarahffoster and @Bankrate for including my comments in this article! bankrate.com/real-estate/yo…
What does true #wealth mean to most people? The ability to control your time. Time is finite, whereas money is infinite. Through this lens, someone with $500,000 and spends their time exactly how they want, is wealthier than someone with $10,000,000, but no time to enjoy it.
Should you exercise your private #ISOs? Maybe. The reason to exercise is to pay less tax in the future if you are able to sell the shares at a gain. The downside to exercise is a) potential AMT exposure and b) never seeing the money again. #startups #equitycomp
Do you currently work at a start-up and receive #equity compensation? If handled properly, your equity compensation can be life changing. If handled poorly, your equity compensation can set you back financially and produce a massive surprise tax bill. experienceyourwealth.com/your-simplifie…
Do you have a large portion of your wealth tied up in one company stock? It’s like being on an elevator held up by one cable. If that cable breaks, then your goals are going down with it. You may find life repercussions of company stock going down outweighs your desire to hold.
Saving, investing & compound interest can take care of the money part… You need to be intentional about prioritizing spending on the free time & health part. Inspired by “Die with Zero” by Bill Perkins.
We’re super excited to welcome Lillian (Lilly) Turner to the EYW fam! Lilly is a CFP® and a CSLP® - her addition allows us to bring REAL life-centered financial planning advice to more travel-loving young families who don't buy into the "9-5, work-until-you're-65" concept!
What major money decisions can you “date” before you “marry”? The idea of “dating” your financial decisions will either a) provide you with more confidence that it’s right decision or b) prevent you from making a big mistake.
#FA Success Podcast: How @Jake_EYW grew to over $550,000 of revenue in just 4 years since launching and the decison to hire an associate advisor in the 2nd year after launching his firm before he had even $200,000 of annual revenue. bit.ly/3LirvS8
What is something you could spend money on that would immediately improve your quality of life, increase your happiness and/or free up your time? You may find your answers to these questions don't cost a lot! Strive to train the savings muscle... AND train the spending muscle.
Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 978 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
Danika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Morgan Ranstrom, CFA,.. @morganranstrom
2K Followers 833 Following Fee-only Certified Financial Planner™, Co-Founder Trailhead Planners, Author of 'Money with Purpose', Substack: Morgan Ranstrom's 'Retire on Purpose'
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Mike Zung, CFP® @MikeZungCFP
2K Followers 469 Following Founder of @java_wealth | Financial planner for ppl w/ equity comp | Small-but-mighty YouTube channel | @LFC fan | Tweets != advice
Reese Harper, CFP® @reeseharpercfp
1K Followers 414 Following CEO @ https://t.co/ido65dBJQj, Founder @ https://t.co/ZZb6Yl4c4R. Always learning.
Jamie L. Clark, CFP®.. @JamLClark
980 Followers 659 Following Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Taylor Schulte, CFP® @DefineFinancial
7K Followers 982 Following Define Financial • @Investopedia Top 5 Advisor • @TheAdvisorGC • Experiments in Advisor Marketing Podcast • Stay Wealthy Podcast • @Kiplinger contributor
Max Pashman CFP® �.. @maxpashman
4K Followers 378 Following Buiding blueprints to financial independence for high earning tech employees and business owners. DM for questions! Posts are not advice.
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Riki Cooke, CFP® @RikisRamblings
1K Followers 999 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Ross Marino, CFP®, C.. @Ross__Marino
3K Followers 2K Following Shift: Human-First Financial Guidance| CEO of @advisor2x | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
Touslous @Touslous118667
0 Followers 74 Following
GailLena @bk1BFYp7deSke8
0 Followers 74 Following
Mayflower Advisors @MayflowerAdvis
77 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
JDM @jdmecu89
0 Followers 120 Following
TrustFundChat @TrustFundChat
2K Followers 3K Following Helping you learn the benefits and risks of #trusts for safety, #wealth, protecting your loved ones, #FinancialPlanning, & #EstatePlanning.
Ryan Haiss, CFP® @RyanHaissCFP
53 Followers 83 Following CFP® helping individuals and families pursue #financialsuccess. Securities offered through LPL Financial. Member FINRA/SIPC https://t.co/T5wX01Je8d https://t.co/1BCl7sqzvA.
RockyMtnFinance @RockyMtnFinance
7 Followers 34 Following Helping clients gain control of their finances, and navigating an ever-changing investment landscape. Tweets are opinions and not advice.
Hera Flower @Heraflowerr
5 Followers 321 Following My life is traveling, and right now I'm in NY, I love NYC
Dylan Eckes @coacheckes
95 Followers 214 Following Faith - Family - Fitness - Finances; Business Consultant and Financial Services Professional
Jake Skelhorn, CFP® @JakefromSpark
32 Followers 31 Following Partner @ Spark Wealth Advisors • I help you organize and optimize your finances so you can live your best life, now and later.
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
PTA *****JIM @mvil69024
35 Followers 212 Following
Tubagus P @tbgusp
0 Followers 442 Following
pro2 learn @Pro2Learn
53 Followers 841 Following We strive to work with the nation’s top companies to simplify education, we deliver innovative education digitally and in-person solutions to help professional’
David Settle, CMT @david_settle_cm
229 Followers 1K Following Market Technician. Active Trader. Passionate about Investor Education. Part-time S coach. Father to FOUR boys. Co-founder of @MarketScholars 👨💻🎙️📈💰👨🎓
Brad Gotto, RICP® @B_Gotto
112 Followers 246 Following Father, founder, financial advisor. Jesus wasn’t into politics or hate. Tweets ≠ financial advice.
Salty Long @salty_long5862
514 Followers 2K Following 5+ years of money management - market data daily - informational purposes only - Not Financial Advice
MPH @MitchellPHamer
142 Followers 782 Following
Daisy W @DaisyW3818
985 Followers 546 Following I am from Singapore and currently a single name limited partner. Came here to meet more knowledgeable people. I enjoy golf, fitness, food, etc.
Harrshit M Kansal, CF.. @KansalHM
23 Followers 275 Following Chartered Financial Analyst® (CFA) Charterholder | IIFT Delhi (MBA Silver Medalist, Rank-2) | BITS Pilani | DPS (Gold Medalist)
Robert @robmf24
155 Followers 502 Following Addicted to life management and life growth, Internet and Interactive Customer Engagement Guy, lifelong DIY Investor, and other hobbies.
Chris Suttmeier @ChrissuttFA
35 Followers 40 Following Financial Advisor at Marmaras & Smith LLC • Golfer • Avid Rutgers fan • Views are my own • Tweets ≠ Advice
thefinancialgrove @thefingrove
5 Followers 33 Following
CissyBoots @BootsCissy
471 Followers 4K Following
Cathy Curtis @cathy__curtis
458 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
😵💫 @kaddou539661
63 Followers 200 Following
Favour Akinlose @Favouri12856639
15 Followers 300 Following Project Manager || Finance Coach || God Freak || Personal Development Coach
Nigel Roberts @gazza1219
52 Followers 502 Following
sid thakkar @siddharrth30
97 Followers 643 Following
Zocks | AI Meeting As.. @zocksio
101 Followers 182 Following The Meeting Assistant for Financial Advisors Try it today: https://t.co/cAsRq9p4re
Seausmoo @seausmoo31373
5 Followers 956 Following
Panoptikon Photograph.. @PhotoPanoptikon
3K Followers 6K Following Wilderness and Travel Photography Celebrating the Nomadic Spirit...
Funded Trading - Futu.. @FundingTrader
15K Followers 11K Following Learn how to get fully funded to trade ES, Gold, Oil, Crypto & all other Futures.
Spencer Friedman @Smf1214
368 Followers 1K Following
Jared Pritchard @pritchardjared
277 Followers 683 Following
Ellevate Advisors @EllevateAdvisor
62 Followers 179 Following Ellevate Advisors provides financial planning and exit coaching exclusively for financial advisors. (https://t.co/InnmqCBfUb)
Riya Khan @RiyaKhan55
6 Followers 116 Following Real estate business and gold mine investments Possessing the world's most important gold mining resources Created the true wealth pipeline in the world
Adam Bosma @ahbosma
85 Followers 375 Following Co-founder of 4 kids | Veteran | Annapolitan | President https://t.co/Bc535kgupV Into: Finance, Travel, Experiencing Things, Improving Communities RT =\= Endorsement
Sridhar Srisuresh @ZeroCounty
2K Followers 3K Following Crafting digital magic as a Marketer 🚀Turning startups into legends 🌟 Mastering SocialMedia📱 PPC potions 🕷️ SEO wizardry Rock-paper-scissors champ ✂️📄
William P. Barrett @WilliamPBarrett
4K Followers 4K Following Journalist, author, blogger & author of soccer murder novel OFFSIDE: A Mystery.
Blocmedia CreativeHub @BlocmediaCH
167 Followers 578 Following Um canal que explora a interseção entre a tecnologia e a cultura.
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 978 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Danika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
Zach Ashburn @zachary_ashburn
2K Followers 766 Following Tax and Investment Planning for Consultants and fCxOs CFP® Professional and IRS Enrolled Agent Tweets≠advice
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Morgan Ranstrom, CFA,.. @morganranstrom
2K Followers 833 Following Fee-only Certified Financial Planner™, Co-Founder Trailhead Planners, Author of 'Money with Purpose', Substack: Morgan Ranstrom's 'Retire on Purpose'
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Meg Bartelt, CFP®, R.. @MegBartelt
4K Followers 102 Following Financial planner. I help early/mid career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Mike Zung, CFP® @MikeZungCFP
2K Followers 469 Following Founder of @java_wealth | Financial planner for ppl w/ equity comp | Small-but-mighty YouTube channel | @LFC fan | Tweets != advice
Reese Harper, CFP® @reeseharpercfp
1K Followers 414 Following CEO @ https://t.co/ido65dBJQj, Founder @ https://t.co/ZZb6Yl4c4R. Always learning.
Jamie L. Clark, CFP®.. @JamLClark
980 Followers 659 Following Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Danielle Miura, CFP®.. @Daniellemiula
1K Followers 2K Following A personal finance nerd spreading awareness on family caregiving one story at a time.
Matthew Garasic, CFP�.. @Matthew_Garasic
5K Followers 246 Following I Help Executives with Equity Comp Make Work Optional | Founder @UnrivaledWM | Co-host of the Becoming Work Optional Podcast | Tweets≠advice
Jason Siperstein, CFA.. @siperjay
162 Followers 247 Following President of Eliot Rose Wealth Management | On a mission to help people retire | Pandemic bread baker | Strangely good at racket sports
Dave Zoller, CFP®- S.. @davezoller_
2K Followers 155 Following We get 60+ prospects requesting an intro call every month. Which leads to a rapid growing advisory firm. I send weekly emails to FAs to share what’s working.
Sarah Foster @sarahffoster
2K Followers 1K Following Federal Reserve and economy reporter @Bankrate. Previously @business & @chicagotribune. @MedillSchool & @illinois_alma. ✉️: [email protected]
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Dr Charles Chaffin @DrCharChaf1
67 Followers 129 Following Author/Professor/Consultant. Psychology of Financial Planning PROLIFIC/The Attention Deficit
Katie Brewer, CFP® @YourRichestLife
4K Followers 3K Following Helping #genx physicians, technophiles and high-income earners take charge of their financial lives. Financial Planner #Aggie NOTE: I do NOT have Telegram accts
Ashley Quamme, LMFT, .. @bamconsults
842 Followers 416 Following Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Eric Rodriguez, CFP® @eerod10
383 Followers 754 Following Founder @wealthbllc | CERTIFIED FINANCIAL PLANNER™ | More active on the gram @eerod10 😎
James Werner, CFP®�.. @JAllenWerner
2K Followers 2K Following Where else can I engage in meaningful industry content, debate the merits of brussels sprouts and $5 lattes, and communicate via meme?
Cheryl Nunn, MBAe™,.. @CherylNunn
20K Followers 2K Following #StartUp to #BusinessSuccession | Personal #Brand Development #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Tweets are NOT advice.
Leighann Miko, CFP® @EqualisFP
1K Followers 688 Following Financial planner | Co-Founder Avise Financial | Founder Equalis Financial | LGBTQ+ creatives & progressives | Heirs redistributing wealth | LA & PDX | she/her
Danqin Fang @bosswomentribe
62 Followers 155 Following Passionate in empowering others to achieve financial independence and financial freedom with practical strategies
Sara Stanich @SaraStanich
1K Followers 2K Following Founder of Cultivating Wealth, a fee-only registered investment adviser. MBA, CFP, CDFA and CEPA. Entrepreneur and Mom of 3.
Jeff Harley⛵️ �.. @jeffharleyFA
217 Followers 1K Following Financial and Business Advisor, Entrepreneur, Californian, Optimist, Father, Sailor. Tweets are not advice.
Max Pashman CFP® �.. @maxpashman
4K Followers 378 Following Buiding blueprints to financial independence for high earning tech employees and business owners. DM for questions! Posts are not advice.
Joseph Kolb, CFP® @josephekolb
748 Followers 690 Following Fee-Only Certified Financial Planner™ at Wickford Wealth Management in Rhode Island. Tweets are not advice.
Kelly Klingaman, CFP�.. @KellyKlingaman
107 Followers 85 Following Wife, Mom, Sand Volleyballer, Standup Paddleboarder, Financial Planner for Professional Women & Dual-Career Couples in Finance & Tech. Tweets aren’t advice!
Carl’s Blue Couch @kitcesbluecouch
61 Followers 69 Following Holding on by a thread. Proudly owned by @behaviorgap
Brian Face, CFP® @faceman16
307 Followers 162 Following Fee-only Financial Planner 📊 & Founder of Face 2 Face Financial Planning, Father, Husband, UofM fan, XY Planning Member📈
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Abby Morton, CFP® @AbbyMortonCFP
789 Followers 957 Following Chief of Staff at Elements® / Financial Advisor at Aquire Wealth. Tweets are not advice.
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Cait Howerton, AFC®,.. @CaitHowerton
722 Followers 2K Following CERTIFIED FINANCIAL PLANNER™ 💰• LGBTQ+ & Finanical Advocate 🏳️🌈 • She/Her •
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Susan C. Allen, CPA, .. @SusanAllenCPA
2K Followers 2K Following I talk about #tax and #finance. Sr. Director, Tax Agency Relationship @Dayforce. Ballet lover, wife, mom of two. I aim to foster more kindness and generosity.
Ismat Mangla @ismat
7K Followers 3K Following Managing editor @analystnews_. Previously @qz, @aljazeera, @money, @marketwatch, @columbiajourn, @umich. Go Blue.
Susan Bradley | Sudde.. @SuddenMoney
2K Followers 819 Following Founder of The Sudden Money® Institute. We specialize in training Financial Advisors and other professionals in Financial Transitions Planning. #suddenmoney
Tango @Tango_HQ
5K Followers 102 Following Your work sidekick ✨ Turn any process into a step-by-step interactive walkthrough 💃 Named Best Chrome Extensions 2022
Dan Giovacchini @DANGio25
583 Followers 797 Following Co-founder @Tango_HQ 🔸| Forbes 30u30 | Follow for learnings on enablement, digital adoption, and the future of work.
Lisa Rabasca Roepe @lisarab
2K Followers 3K Following Former newspaper reporter turned freelance writer #JAWS #ASJA Board @Insider @FastCompany @NYTimes @BostonGlobeMag https://t.co/y7LkUE83P8
Alex Cavalieri 🔬 @AlCavalieri
2K Followers 2K Following Head of Marketing @caisgroup. Formerly @cioninvestments, @cionadvisorio, @BlackRock. @CUSEMLAX alum. I tweet about marketing among other things.
The Psychology Of Mon.. @Psy_of_Money
175K Followers 1 Following Quotes from the book The Psychology Of Money by @morganhousel. Follow for daily dose of financial advises.
Julia Carlson @JuliaCarlson_
10K Followers 6K Following Inspired #CEO, #Entrepreneur, #Mom, #Health, #Wealth Advisor ⭐️ Securities offered through LPL Financial, Member SIPC https://t.co/qSpAmPGHeQ.
La Elegantia - Zlatin.. @LaElegantia
17K Followers 19K Following Zlatina Jekova, fashion and travel blogger, based in London! Instagram: https://t.co/KtJ0OtRTic FB page: https://t.co/vpQcugDvLu
Allison Pohle @AllisonPohle
5K Followers 2K Following Travel reporter for @WSJ. Writer. Dress Wearer. Clevelander still not over Game 7 of the 2016 NBA finals. She/her.
Alana Benson @alananeedsanap
61 Followers 107 Following Investing writer @nerdwallet. Just here for the money gossip. Opinions are my own.
T.J. van Gerven, CFP�.. @TJvanGerven
1K Followers 680 Following financial planner @mwbfp for millennial couples: equity compensation, debt optimization, work optional strategy | tweets ≠ personalized advice |Had an important lunch meeting today. (Promise he had fun despite that look! 😂)
The Human Side of Money in 2023: •35 Episodes •2,517 minutes of content •21 amazing guests If you want the recap of the best ideas and insights from 2023, here you go: --> wiredplanning.com/episode104
@Soaps27 @markcecchini @Matthew_Garasic @MattLaciskey @TJvanGerven @samueldeane Thanks Brett! Also @BransonFinPlan @AaronAgteCFP @bryanhasling @JessicaGoedtel @Jake_EYW @aletta @finstaples to name a few more.
This family trip to Chicago would have been worth $11,500 in 30 years. But I’m not interested in maximizing my wealth. I want to maximize my life.
I did some reflecting last night as I prepare to release the 100th episode of the podcast this week. There's one thing that I still simply can't wrap my head around. The podcast has been downloaded in 101 different countries. It's awesome and insane at the same time.
I will always, always be grateful for our “once-in-a- lifetime” love ❤️
Ryan Russell, renowned designer, entrepreneur, educator and most recently, best-selling children’s book author/illustrator, peacefully passed away at home in State College on Monday after bravely battling brain cancer for the last 17 months. He was 41. my-grey-matters.com/grey-blog/rip-…
This is 47. Started the day with a breakfast date w/ my #1 girl. Then a sunny, cold run at the beach. #grateful
If you've ever wanted a playbook for infusing the human side throughout your process... This episode is for you. @Jake_EYW breaks down each of his meetings and shares how he and his team help clients live their ideal life. Listen here --> wiredplanning.com/episode98
Huge thanks to @CISI for allowing me to moderate a panel on the single most important meeting in any advisor’s business… The Discovery Meeting. And the added bonus of getting to see and learn from @advicesticks!
Ever since starting the podcast I’ve said that hands-down one of the best parts has been connecting with advisors around the world. Now I’m getting to travel around the world to spread the word about the human side of advice. See you soon London!
Recorded a podcast episode this morning with @MeghaanL on how to have “Re-Discovery” meetings with existing clients. Has me completely re-imagining the entire “review” meeting concept. Be on the lookout. 👀
NGL, I shed a few tears in my Uber on the way to the airport. What a nourishing few days filled with deep connections including time with this radiant beauty (Natalie Taylor). Thanks #XYPNLive for the memories! ✌️
@Jake_EYW This is one of the best tax breaks and one of the worst tax policies.
@Jake_EYW so powerful the "qualified trade or business" requirement is the major catch (and 80% test) most tech firms will likely qualify but meeting/documenting that is where the biggest issues come up for sure
It's a huge honor to be featured on @MichaelKitces' podcast this week. My journey hasn't been conventional, but I could not be more thrilled with where I am today. At the end of the day, I think all of our paths take unexpected twists and turns; 1/ kitces.com/blog/danika-wa…
@Jake_EYW Nice graphic! Definitely important to be diversified - and not just within asset classes... keystoneadvisors.com/blog/understan…
@Jake_EYW Great visual to communicate this concept! Easy to become emotionally attached to a stock/company, especially if it's your employer, but have to think about the risk as the position size grows
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