Jamie L. Clark, CFP® (they/them) @JamLClark
Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔 rubypebblefp.com/lets-plan/ Seattle, WA Joined January 2016-
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I wrote a book! It's already available on Kindle (print version coming soon!) amazon.com/Engineering-Le…
This week, I celebrate the first birthday of my firm, Ruby Pebble Financial Planning! I want to thank my family, friends, community, and clients for all of your support over the last year. It has meant so much to me! rubypebblefp.com/ruby-pebble-fi…
🎤 Honoured to take the stage this afternoon to talk about trans money matters this afternoon! Let's champion diversity and empowerment and break down barriers, by celebrating who we authentically are. #WeAre hopeful, resilient and fueled by community and Queer joy! #OESummit2023
It was really wonderful to be featured in InsuranceNewsNet's July magazine issue, talking about how I work with folks: "I just want people to feel that I will respect the pronouns they want me to use and I will respect anyone who wants to work with me." insurancenewsnet.com/innarticle/mak…
Today I'm incredibly excited to share what I've been building towards these past few years... Ad Astra Financial Planning! 1/6 🧵
Dear Financial Planners: when a (potential) client tells you that they don't want kids and don't ever plan to have kids, don't then put children into their financial plan. Just don't.
I really love this piece, especially the example of how to communicate in a way to strengthen relationships! "how you celebrate is more predictive of strong relations than how you fight." ~ p.48 of Flourish
I really love this piece, especially the example of how to communicate in a way to strengthen relationships! "how you celebrate is more predictive of strong relations than how you fight." ~ p.48 of Flourish
Is your HSA sitting in cash? Are you spending from it? Have you considered investing it — Allowing it compound for decades?
Talk to your parents and relatives and remind them remind them to have trusted contacts with their financial institutions and about signs of financial scams.
Why is it 2023 and rolling over old accounts is so difficult.
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 979 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!
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.
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.
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.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
Rachael Camp, CFP® @camp_wealth
23K Followers 270 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.
Riki Cooke, CFP® @RikisRamblings
1K Followers 999 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not advice
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Jason Wenk @jasonwenk
6K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Ronnie Colvin, MS, CF.. @moneyeducator
1K Followers 1K Following He/him. Sci-Fi, Superheros, and Southern food. Contract "Fractional Planner" to other advisors looking to grow or to help carry their existing workload
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
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Teyraez @teyraez54487
0 Followers 86 Following
Mayflower Advisors @MayflowerAdvis
76 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
The Fiftyfaces Podcas.. @Fiftyfacespod
122 Followers 85 Following A podcast committed to revealing the richness and diversity of the world of investment (and now beyond) by focusing on its people and their stories.
Alex Mercer @alex_morgan_m
12K Followers 9K Following Senior Marketing Lead @ Snap Projections 🦄 Navy wife ⚓️ Tweets are my own 🤓
TrustFundChat @TrustFundChat
2K Followers 3K Following Helping you learn the benefits and risks of #trusts for safety, #wealth, protecting your loved ones, #FinancialPlanning, & #EstatePlanning.
Hendrik Beukes @HenkB7632
67 Followers 433 Following Yeshua is Lord and He rose from the dead. Yeshua is the only way to the Father. We live by the resurrection power of Yeshua. God is Good all the time.
Vladyslav Blahun @vladyslavblahun
49 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Halima Ray @halimaray20
181 Followers 6K Following To trust God in the light is nothing, but trust him in the dark that is faith
PTA *****JIM @mvil69024
35 Followers 212 Following
QE3 @IghodaroAlonge
25 Followers 50 Following
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 👨💻🎙️📈💰👨🎓
Linda B @LindaB881166966
50 Followers 295 Following A Twitter bio is a short and concise description that allows you to showcase your personality, interests, and profession to your followers.
Salty Long @salty_long5862
511 Followers 2K Following 5+ years of money management - market data daily - informational purposes only - Not Financial Advice
Tim Nash, CFP® @TimNashCFP
3K Followers 3K Following Founder of Good Investing, teaching people to invest intentionally 🌎♥️💰 Newsletter: https://t.co/uUqXNM3SG7 Podcast: https://t.co/QTwSHm6AeG
Abigail De Mesa, CPA @Abcdemesa2020
231 Followers 797 Following IRS Enrolled Agent Trainee| Project Manager| QBO / XERO Bookkeeper Specialist| Data Analytics Trainee| CFO Trainee for advisory services #FORHIRE
🕹️ $RCADE @BenMcKenzieuche
12 Followers 74 Following Crypto mining ⛏️💎 Crypto creator (CMA)🪙 NFTs creator (Metalex)🎨 Metaverse land investor 🏢🌍
Marc Butler @marcrbutler
158 Followers 258 Following
Retirement Daily @Retirementpedia
398 Followers 426 Following @TheStreet's Retirement Daily. Financial strategy to last a lifetime.
Ben Galloway, CFP®�.. @ItsBenGalloway
54 Followers 96 Following Gay advisor for my community’s entertainers, executives, & entrepreneurs. Tweets are not advice.
AcornOak @AcornOakTribe
3K Followers 2K Following Community of Fractional Executive Women #CMO #CEO #CTO #CRO #CCO #CFO. Hire fractional #women to change business culture and drive innovation. We're hiring!
Daniel Goodman CFP® @WealthofFamily
154 Followers 612 Following Helping Families Achieve Value-Driven Prosperity
kathleen p.Grantham @rahim_gul4669
6 Followers 163 Following
Boden Smith @BodenSmith520
3 Followers 21 Following
Citrine Capital @CitrineCapital
89 Followers 135 Following Helping the affluent manage investments, become financially organized, make prudent financial decisions, mitigate taxes & protect assets. Not financial advice.
Eric Larson @MrEricLarson
5K Followers 5K Following Director: Channels & CPAs @source_advisors | #RandDtaxcredits | #179D | #CostSeg | #LIFO | #45L
Matt Laciskey, CFP®,.. @MattLaciskey
1K Followers 246 Following Helping Millennials & Gen Z with Equity Comp Simplify Money | Tweets ≠ Advice
Miguel Ferreira @MiguelF57475648
653 Followers 5K Following
Kian @slhzdh
147 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Cathy Curtis @cathy__curtis
459 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Mandy @mandy_erickson3
207 Followers 3K Following
Alice Wu @APlan4life
330 Followers 1K Following Investor with 25+yrs exp in real estate & stocks. Coach for biz start-ups.Tech-savvy & social media enthusiast. love to share my knowledge & Experience
Lucien @pr763451
72 Followers 206 Following
😵💫 @kaddou539661
64 Followers 200 Following
Michael Dunham, CFP® @longrunplanning
15K Followers 877 Following Financial Planning, Simplified. | Tweeting about Finance, Fitness, Food and Football
nata @havreeluuuke
265 Followers 2K Following Ще не вмерла України і слава, і воля, Ще нам, браття молодії, усміхнеться доля. Згинуть наші воріженьки, як роса на сонці.
Kiana Danial Investdi.. @DanialKian35563
63 Followers 2K Following 📊Global professional trader 📒Educating profitable💰 traders💱account manager🌐 5years experience⚡Winner ONLY ACCOUNT⚠️‼️ Entrepreneur📈Bitcoin miner📊🏧
Joseph Kolb, CFP® @josephekolb
748 Followers 690 Following Fee-Only Certified Financial Planner™ at Wickford Wealth Management in Rhode Island. Tweets are not advice.
Ramsingh D Nepali @RamsinghN
102 Followers 471 Following
Laura Ingraham Backup @IngrahamAngelbp
242 Followers 743 Following Mom, author, host, The Ingraham Angle, 7p ET @FoxNews Retweets do not = Endorsements
Colleen @colleenhoskins6
351 Followers 3K Following
Nobody @m3investor
31 Followers 75 Following 27 So God created man in His own image; in the image of God He created him; male and female He created them.
Andrew Shedlock @AndrewShedlock
625 Followers 4K Following Litigator. Attorney for Financial Advisors and RIAs with Kutak Rock LLP in Minneapolis. Husband. Dad. Padres fan #PadresTwitter 612-334-5022
Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalking
Lam Tran @Stacking_Skills
580 Followers 2K Following Stacking skills & making small bets: @lazy_jobber, @saascribe_me, @getbentofy
Marry B Rockman @marryrockman
95 Followers 4K Following
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
lazaro Millan Jr @MillanLazaro
166 Followers 130 Following
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 979 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!
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.
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.
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.
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
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
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
Rachael Camp, CFP® @camp_wealth
23K Followers 270 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.
Riki Cooke, CFP® @RikisRamblings
1K Followers 999 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not advice
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
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Jason Wenk @jasonwenk
6K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
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
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
Trevor Ausen, CFP®, .. @TrevorAusenFP
35 Followers 52 Following Founder of Planning For Hire, Outsourced Financial Planner, loves equity comp planning, tax planning, sailing, and travel. Tweets are not advice
Tim Nash, CFP® @TimNashCFP
3K Followers 3K Following Founder of Good Investing, teaching people to invest intentionally 🌎♥️💰 Newsletter: https://t.co/uUqXNM3SG7 Podcast: https://t.co/QTwSHm6AeG
Ben Galloway, CFP®�.. @ItsBenGalloway
54 Followers 96 Following Gay advisor for my community’s entertainers, executives, & entrepreneurs. Tweets are not advice.
Matt Laciskey, CFP®,.. @MattLaciskey
1K Followers 246 Following Helping Millennials & Gen Z with Equity Comp Simplify Money | Tweets ≠ Advice
Dave Pedersen @ Hermo.. @HermosaAdvisors
294 Followers 548 Following Advice-Only Financial Planner helping clients age 40+ navigate "The Complicated Years". MBA. Decent human. CA-Registered RIA. Tweets are not advice
Liz Hand, CFP® ✨ @ExAnimoLiz
119 Followers 180 Following Light-Hearted & Straight to the Heart | Owner/Advisor | Mindset Coach to Advisors | Wife & Mom | Piano Enthusiast | Pleasant Financial Conversations
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Student Loans Gotta G.. @RyanGaliotto
398 Followers 671 Following Financial planner with a specialty in student loans. Founder of @etchfinancial. Co-owner @fueledbyhops. Posts ≠ advice.
Avise Financial @AviseFinancial
68 Followers 39 Following Avise is an RIA co-op that helps independent advisors build their ideal business. Own your business. Not the other way around.
Yerim Hahm @YerimHahm
9 Followers 30 Following Associate Planner at Flow FP with a fresh perspective, and guest speaker at XYPNLive. Welcome to my collection of thoughts as I pursue the CFP® certification.
Colin Zizzi @ColinZizzi
190 Followers 359 Following Father and husband at Zizzi house, Founder and financial advisor at Zizzi Investments. Life long athlete exploring growth as a way of life.
Monarch @monarch_money
3K Followers 355 Following The modern way to manage your money. Available on web, iOS, and Android. Get 50% OFF your first year with the link 👇
Mary Kate Gulick @MaryKateGulick
2K Followers 923 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Bob Lai | Tawcan 🇹.. @Tawcan
11K Followers 298 Following Financial Independence Retire Early (#FIRE)| Portrait & Wedding Photographer | Cookbook Author | Outdoor Enthusiast | #Canucks Fan | Tool Fan | World Traveller
Andy Moran @andymoranio
132 Followers 101 Following I help tech professionals pay less in taxes and take career breaks @AdAstraFP | I share programming memes and talk career breaks, van-life, & personal finance
Fleece Vests Podcast @fleecevests
34 Followers 3 Following Hosted by @DanielYerger3 and @JessicaGoedtel Apple Podcasts: https://t.co/PmCahRJxoN Spotify: https://t.co/RkH31q7zzu
Dr Charles Chaffin @DrCharChaf1
68 Followers 129 Following Author/Professor/Consultant. Psychology of Financial Planning PROLIFIC/The Attention Deficit
Childfree Wealth | Ce.. @childfreewealth
34 Followers 17 Following Life & financial planning for those without kids. Seen On: Forbes, CNBC, MarketWatch, WSJ, & More Visit our site for more info & disclosures.
Bri Conn @BriConn_
6 Followers 28 Following Talking about life & money. | Co-host of the @ChildfreeWealth Podcast.
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Tommy Modec 💰 @tommymodec
97 Followers 163 Following ✞ | Founder of Counterculture Wealth | I help people with money | Tweets ≠ advice | Minneapolis📍
Matthew Thiffault @mthiffault
43 Followers 71 Following
Allen Mueller, CFA, M.. @7Saturdaysaweek
2K Followers 231 Following Founder of 7 Saturdays Financial, a Dallas-based wealth management firm • "The early retirement advisor" • Tweets ≠ financial advice
Waterloo Mathematics @WaterlooMath
7K Followers 1K Following Tweets from the University of Waterloo's Faculty of Mathematics.
Trust & Will @trustandwill
3K Followers 170 Following Modern estate planning and probate to help every family leave a legacy. 💙
Texas Tech School of .. @DoubleTPFP
977 Followers 155 Following News and updates about the Personal Financial Planning program at @TexasTech!
YourStake @Your_Stake
209 Followers 327 Following YourStake is on a mission to make scalable personalization easy to implement into your practice.
Susan Rupe @INNsusan
582 Followers 652 Following Award-winning writer, editor and blogger covering the world of life/health insurance for the nation's leading industry publication. #fintwit @InsNewsNet
timbitpuppy @timbitpuppy
949 Followers 6 Following Timbit the puppy. Brother of @booprogrammer & family with @rovetastic @holdenkarau
Blaine Thiederman MBA.. @progresswealthm
168 Followers 600 Following The Tech Pro Financial Advisor | I Help Professionals in Tech Retire Earlier and Reduce Their Taxes | Schedule a Complimentary Call Below
Financial Planning Fo.. @FPFoCo
186 Followers 93 Following #FinancialPlanning #FortCollins. Your Full-Time Fiduciary®. An investment advisor registered in CO, CA, & LA. Tweets≠advice.
Nancy Bleeke @SalesProInsider
7K Followers 455 Following Equip relationship-driven financial pros who never wanted to be "in sales" adopt an ethical, collaborative, and genuine approach to grow biz and revenue.
Aaron Hector, R.F.P.,.. @AaronHectorCFP
5K Followers 388 Following Passion for personal finance, innovative ideas & the well being of my clients. Private Wealth Advisor @ CWB Wealth in Calgary, VP & Symposium Chair @ IAFP #Avs
Susan Fee @SpeakerSusanFee
145 Followers 210 Following Speaker, counselor, coach, and author who believes that by changing your thoughts, you can change your life. https://t.co/xlEvcTFYgH #ChangeYourThoughts
Anika Hedstrom @AnikaHedstrom
340 Followers 874 Following Adventure seeker. Book lover. Snow worshiper. Finance nerd. Twin mamma. CFP®. Co-Founder and Advisor.
Marlon T. Wesh, MBA @tvlnurseadvisor
175 Followers 497 Following I’m The Travel Nurse Financial Advisor // Need Help With Taxes, Financial Planning and Investments? ( Info Below 👇 )
Amy Irvine @amyirvineadvise
505 Followers 385 Following (CFP®, EA, MPAS®) Rooted Planning Group-formerly Irvine Wealth PS. I get to do what I love every day! Financial Planner. Wine Enthusiast. Email me for ADV Disc.
Rachel Gregor @RachelGregorPhD
2K Followers 3K Following @MicrobialPlanet postdoctoral fellow at the Cordero lab @MIT 🌊, she/her, 🌈. Microbial ecology + chemistry = 💜
SeedSafe Financial LL.. @SeedSafer
31 Followers 13 Following We work with #tech as a personal financial coach and confidant, helping you grow your wealth. #CFP #CPA #Seattle
Giti Shorish 🖤 @giti_s
334 Followers 307 Following Sr. Product Designer at Google. All opinions are my own.
Quiet Wealth @quietwealthllc
16 Followers 0 Following Financial planning and investment management for small business owners and young professionals. Quiet Wealth helps clients achieve their life goals...quietly.
Shannon Tatlock @shannontatlock
663 Followers 435 Following CFP®️, CLU®️, former educator, East Coast 🇨🇦, #curler, Canadian Curling Champion, boy mom & travel lover! My opinions are my own.
louisretief @louisretief1
56 Followers 81 Following CEO of Hubly. Fintech Entrepreneur based out of beautiful British Columbia in Canada.
Team Gale Seixeiro �.. @teamgale60
31 Followers 12 Following 2023 Equipa feminina de curling de Portugal (Portugal Women's Curling Team)
TeamKCameron @TeamKCameron
1K Followers 94 Following Manitoba based women’s curling team. @katecameron02 @meghanwalter22 @taylormcd93 @elias_mackenzie
Kyle Nolan @_knolan
4K Followers 277 Following 🧑💻 Bootstrapping https://t.co/rDRcQ4D7PG 📈 Currently $24.4k+ MRR
Today is our 5th Wedding Anniversary. My life is better with you in it, in every way, every day. Will be even better when our little man joins us this summer 👶
Client at the end of the meeting: "I hope you don't ever decide to stop doing Financial Planning, that would really suck".
At age 86, retired Michigan school teacher learns he’s a millionaire. Uses his wealth to fund accessible public ice rink for the community 🥲 mlive.com/news/grand-rap…
Every one of us knows a woman who would be dead without a medically necessary abortion. I've had an abortion for an unviable pregnancy. It sucks. There's a reason my kids are almost 3 years apart & not 2.5 years. Thankful we got Tilda at the end of that rollercoaster.
I would literally be dead if I hadn’t had a medically necessary abortion. So many people you know and love would be as well. It’s so common.
@behaviorgap I say it a little differently to clients: "My product isn't a plan; my product is providing you confidence that you can achieve your financial goals. Confidence is what I'm selling."
A common strategy for tech employees: Exercise stock options at least 6 months before the IPO This will start the clock for your holding period Assuming a 6 month lockup period, any stock you sell will be taxed as a long-term gain
CHEESE! Dinner & ice cream with my work spouse, @EqualisFP. 🥰🥰
CANADA 🇨🇦 FOR THE WIN @TeamLottLott come storming back to defeat China 10-4 for a crucial win at the mixed doubles world curling championship. Canada is now 6-1 with two games left in the round robin. Top-three teams in each Pool of 10 teams advance to playoffs.
@FullScopeWelds @JuliaChungFP @benjaminwfelix My accounting bill is one of the best things I spend money on each year
I've spent thousands of dollars on creative projects that haven't offered much of a financial return (yet!), but that aligned with my sense of purpose. I'd gladly do it again. This is money that could have been saved (stocks did well over the last 15 years), paid down debt, or…
Here is exactly how you should be structuring your accounts once you get married: However you want. No amount of confident tweets will teach you what is right or wrong. If you want a joint account and that works for the two of you, then great! More important than combining…
Received the sweetest thank you card post-interview from a candidate. ❤️ I always tell my team, “Be responsible for the energy you bring into the room.” Funny (and awesome!) to see the candidate say something about that.
Selling stock in your (successful) company stock is difficult because: - taxes are painful. - you work with the brightest minds in the world. You believe in the company & vision. - your co is *printing* money, with plans for more. - you *know* the stock should continue…
CANADA 🇨🇦 FOR THE WIN AND A SIX-ENDER @TeamLottLott are unstoppable so far at the world mixed doubles curling championship. They beat Scotland 12-5, scoring their first 6-ended ever, and move to 5-0. Huge game tonight vs Sweden to stay undefeated.
Canada’s @TeamLottLott finishes it off in STYLE with a SIX-ender! A 12-5 win over Scotland improves our record to 5-0 at the World Mixed Doubles! GO 🇨🇦 GO!!
Did you know if you owe under $2 when you file your taxes the CRA won't make you pay it? Now you do. (I know - it's not very useful to anyone. But I just learned it and felt the need to share it with all of you).
Happy professor birthday! And other 4/20 as applicable.
@JamLClark @MikaylaSith Thankfully - we are about to get to that point. Not too bad these days thank goodness. Appreciate that reminder though. No time is perfect.
Meet Mac- the latest addition to the family. Is tax/budget season the best time for a puppy? Probably not😂 But he’s brought @MikaylaSith and the kiddos a lot of happiness so far. Looking forward to the adventure unfolding!
On this #Caturday, Bartholomew says he doesn't need any help on his form 😂
So after a week, I have a few notes 1. Going independent is a wild ride. 2. Expanding your network and getting out of your bubble is the best way to achieve true growth in this business. 3. I should have done this year's ago!
A story about my week. On Thursday, I resigned from my job as a bank firm PM in Toronto. I'd been there for over 20 years working my way up until I became an IA first and then a PM. Bought the business from my mentor and had built a decent little book.
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