Travis Gatzemeier, CFP® @T_Gatzemeier
Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals kinetixfp.com/travis Texas. Find out more 👉 Joined June 2017-
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Restricted Stock Units are taxed as supplemental income. This means your employer withholds 22% in federal taxes on the first $1mm of supplemental income. When supplemental income exceeds $1mm, withholding switches to 37%. Super important to understand if you have RSUs.
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If someone compares rental properties to the stock market, they don’t know anything about business and investing.
What happens when your Restricted Stock Units (RSUs) vest? 1. They are taxed as earned income, just like your cash compensation 2. If you hold the stock, it's the same as you using your cash to buy the stock 3. There is no tax advantage to holding stock after vest
A financial plan actually gives you permission to spend money. Meeting your saving and investment goals? Great, spend the money! Don't know if you're meeting your investment goals? Maybe consider financial planning...
Let me show you something many big box store financial firms won't do... 1. Incorporate RSUs into your financial plan 2. Create a multi-year vesting schedule to plan cash flows and taxes 3. Determine how many RSUs to sell and hold (without just saying you're concentrated by…
How can you determine if the financial social media content is worth anything? Your checklist: ☑️ You can look up their credentials and experience (not an anon acct) ☑️ They actually give advice to people in an area of expertise ☑️ They aren't selling one single product
If you were sold a cash value life insurance policy to "be your own bank" or "tax-free income," here's something you need to know. If the policy lapses (due to the "tax-free" loan closing in on cash value), this can create a big tax surprise! Make your agent explain!
Unlike baseball, the more time you spend "practicing" investing, the worse you get. The people who spend the most time fiddling with their investments generally have the lowest returns.
What's your philosophy for an Umbrella insurance policy... How are you determining the amount you need?
I (kind of) disagree. This concept is good, but you definitely should improve your lifestyle as you make more money. That's what money is for. However, don't inflate your lifestyle at a higher rate than your income is growing.
I (kind of) disagree. This concept is good, but you definitely should improve your lifestyle as you make more money. That's what money is for. However, don't inflate your lifestyle at a higher rate than your income is growing.
Thomas Kopelman 💵 @TKopelman
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Brendan Frazier @jbrendanfrazier
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Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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Max Pashman CFP® �.. @maxpashman
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Jeremy Walter @jeremywalter
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9K Followers 694 Following Who am I? I am a Yellowstone Hiking Guide. I am a Trail Connoisseur. I am a Summit Seeker. I am that guy with the bison tattoo.
Jackie Meyer, CPA, CC.. @jackiemeyercpa
4K Followers 2K Following ☮️Peace love and taxes🏅Concierge Accountant/ Tax Advisor Coach🌟 Forbes 🧠 TaxPlanIQ SaaS🎯 Recovering CPA firm owner👉Speaker/Consultant to tax advisors@T_Gatzemeier @QuietKatOffroad ~28mph 20 with no pedaling at all
@T_Gatzemeier @QuietKatOffroad I know but I just hauled two kids around on this thing for like an hour
Whole life insurance is a combination of unnecessary insurance and a poorly performing investment. No wonder such high commissions have to be paid to get it sold. Doctors, buy term life insurance.
One page. The investment thesis should always fit on one page. If I can’t fit it on one page, I don’t understand it well enough to consider putting money into it.
Feels like a perfect night to post Roelof Botha’s 2005 YouTube memo to the Sequoia Investment Committee, made public as part of the Viacom/YouTube lawsuit One of the great pieces of business/investing writing and tech lore shadesofgraylaw.com/wp-content/upl…
Many people I talk with have underweight international stocks or shunned them altogether. They point to 1) lackluster returns since the financial crisis, 2) say that US companies earn about 40% of the revenue from overseas so…
When @zachary_ashburn asks you for inspiration, you don’t let him down… But I’m not sure that’s exactly what he meant 🤣
@T_Gatzemeier Weird enough what I often see with all supplemental pay here in NyC Is under-withholding federally But over-withholding for NY bc the mandatory rates are 11.7% / 4.25% for state and city So it partially helps. Just odd
There is no rush like a turkey hunting rush! Great harvest this morning.
Pro tip: If you're headed to a social event like a wedding or happy hour and plan on enjoying a few drinks, start off by tipping $20 right away. It's a simple move that often ensures excellent service all night long! 🥂 #LifeHacks #SocialEtiquette
@T_Gatzemeier This is why each year you run an enforce illustration in the years you are taking income.
@T_Gatzemeier @TKopelman But you have to start somewhere.
@T_Gatzemeier If ya wouldn't buy it, you should probably sell it.
What do I do with these Amex points? Is there a better way to maximize spending on a CC? I think this only comes out to being worth pennies if converted to cash.
12:59 - I send a client an invitation for @altruist Cash account. 1:02 - client responds and says thanks. Will get it set up soon. 1:07 - client opens new cash account. 1:09 - client links external bank account 1:09 - client transfers funds into new cash account. Amazing.
What a week… highest of highs vs the lows: One client closed on their business sale and embarks on a new life chapter… Another client has had cancer return and was given 3-6 months to live. Don’t ever let people tell you that being an advisor is just about numbers.
Getting lined up for the spring NHS ceremony. 130 amazing juniors and seniors.
@McHaleCapMgmt @T_Gatzemeier Meanwhile, IUL reps say don't use WL for infinite banking. The entire concept is an unnecessarily complex debt shell game that creates an illusion of financial sophistication with marginal benefits at best.
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