Thomas Kopelman 💵 @TKopelman
Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice. allstreetwealth.com/thomas Indianapolis, IN Joined December 2011-
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Thomas Kopelman 💵 retweeted
Avoid advice from people who say: - you NEED any specific product - 401(k)'s are a scam - that you need leverage - it's a secret the wealthy use
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One of the most broad, but common questions I get asked from people is "What should I be doing financially" Here are the 3 things I tell everyone to do early on
So many of our business owner clients use us like google Outside of regular meetings and reviews, they ask us every question they are contemplating It’s nice to get an instant answer, make the decision, and move on No one wants to make big decisions alone
Money makes you happy when you spend on things that make your life better
The most successful people I know have no problem spending money to make sure things are done well They hire professionals to take most things off their plate And they spend time doing what they are best at
Thomas Kopelman 💵 retweeted
The time to do tax planning for the year is now, not in December or right before the tax filing deadline We do annual tax planning meetings for our clients in May/June And then fine tune it at year end You have to be proactive
Thomas Kopelman 💵 retweeted
Business owners, this is the tea. The time is now.
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@TKopelman Step 4 Once everything's set up review it 1-4 times a year depending on how much changes in a given year.
So I'm not getting a treadmill anymore it's not really needed lol. Should I just get like a weight set and a bench? Or that Tonal system that goes on the wall?
3 weeks ago I posted this looking for some referrals @drgurner suggested @padigoodspeed for home lending today we're helping a client wire earnest money for a home purchase in Southern CA thanks to Padi's incredible service and quick action X can be a fantastic place.
Couple items for the brain trust I could use help with: 1) 1031 exchange experts (or referral to a qualified intermediaries) 2) Good mortgage lender(s) who can write loans in San Francisco (preferably with the ability to lend against private assets / creative financing)
The clients I worked with in my last job had net worths between $10M and $150M. When I went solo, people told me I wouldn't be able to find those clients. After a year, I can say that people in this demographic need advice and are willing to outsource if you have the skills.
Pairing content with social media is one of the best way to grow your business as an advisor right now But I’m finding that the best clients are now finding me and my firm through client referrals Do exceptional work and the right people will find you
@TKopelman This is probably the most common idea I hear, especially in the young professional market Everyone is looking to jump into the RE investor game
@TKopelman More employers are moving to a model that incentivizes their employees to go to better quality care and cost options outside of their network. The employees are being rewarded with no out of pocket costs when engaging with the plan to use the services
@RyanFurlongCFP I think @TKopelman said that there aren't successful RE investors with just one door It's certainly not passive. If you're good at it and have a niche and process, it can be a great way to build wealth But my stock portfolio doesn't call me when a light is out in the middle of…
@TKopelman I second this For too long, I spread myself thin trying to be a jack-of-all-trades But the most successful entrepreneurs I know aren't afraid to pay professionals to get things done
@TKopelman Real estate investing questions are in the top 5 most asked by clients. This is such a great thread to highlight all the variables to consider while showing the pros and cons.
My first thought when I signed as an 18 year old was “don’t do this” 👇
12 years ago, the 30 for 30 documentary "Broke" first aired on ESPN I was in college at the time and it was all my friends and I could talk about (we were financial planning majors and huge sports fans) Here are 7 athletes that managed to turn millions into dust 🧵
@TKopelman A number of clients kept their first home and rented it out after they bought their next one Most of them didn’t realize depreciation recapture once they sold the first property Depreciation is a great thing, but it’s not everything
@TKopelman so true, quite difficult to implement when you come from a non rich background I found
@TKopelman once folks get a couple years into owning their primary and have some excess capital "should we buy a rental?" "how do we generate passive income?" "should we get a vacation home?" so many considerations to it and it's not all good -- solid breakdown here!
@TKopelman Absolutely. Doing so is a powerful source of leverage. And having excellent vendor relationships as a result means that when it matters real help is available (e.g., regular landscaping means an unexpected tree-fall gets cleaned up fast and reasonably.)
12 years ago, the 30 for 30 documentary "Broke" first aired on ESPN I was in college at the time and it was all my friends and I could talk about (we were financial planning majors and huge sports fans) Here are 7 athletes that managed to turn millions into dust 🧵
@TKopelman buy it nice or buy it twice is a motto we adopted back in 2021 @TKopelman and its been transformative
Athletes pay tax in every state they play. The "Jock Tax" wasn't always a thing. How Micheal Jordan's success created it ⬇️⬇️⬇️
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