@markcecchini Mark Cecchini, CFPĀ®
Mark Cecchini, CFPĀ® posts on X about money, cash flow, flow, this is the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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Social Influence
Social category influence finance 37.5% social networks 2.34% technology brands 2.34% countries 1.56% stocks 0.78% luxury brands 0.78% automotive brands 0.78%
Social topic influence money 9.38%, cash flow 5.47%, flow 5.47%, this is 5.47%, financial #2469, investment 4.69%, if you 3.91%, capital gains #226, liquidity 3.91%, retirement #398
Top accounts mentioned or mentioned by @bmfiore2 @attorney_cpa @thequietcfo @apompliano @scalingshields @dougbisio @alwayspreparing @bullishbucket @debfoxfinancial @tannybraun @meaghano9 @tgatzemeier @attorneycpa @tbpn @anthropicai @sama @peterattiamd @alexbilz @robertmsterling @gainsb1
Top assets mentioned Flex Ltd. Ordinary Shares (FLEX)
Top Social Posts
Top posts by engagements in the last [--] hours
"If information and technology were the only keys to success wed all be multi-millionaires with six pack abs perfect marriages and well-adjusted kids thats why your argument is invalid Unless you have $5M+ AI is already good enough to be your financial advisor. Even then its probably good enough Try it. Share net worth where/how youve allocated assets what your goals are. Ask it to analyze and identify opportunities for improvement. Stress test different Unless you have $5M+ AI is already good enough to be your financial advisor. Even then its probably good enough Try it. Share net worth"
X Link 2026-02-14T02:24Z 15.5K followers, 12.6K engagements
"Somewhere in America an insurance-focused financial advisor is confidently preparing for a meeting tomorrow where they will convince a [--] y/o couple to put 100% of their IRAs in variable annuities. So yeah go ahead and make that social media post youve been thinking about"
X Link 2025-08-10T22:10Z 15.5K followers, 15.2K engagements
"**wasnt referring to the entire asset class we invest in PE **VC also charges [--] and [--] **most of us do a heck of a lot more than basic asset allocation on the investment side + planning + tax consulting **this was a commentary about consumer fee sensitivity and mental accounting https://twitter.com/i/web/status/2017593854078140735 https://twitter.com/i/web/status/2017593854078140735"
X Link 2026-01-31T13:40Z 15.4K followers, [----] engagements
"In my view your "core" financial plan includes cash flow investments balance sheet taxes etc Cash flow + investments fuel the engine that drives the car Your "ancillary" financial plan involves insurance estate planning legal benefits etc. That's what makes a well-oiled (and protected) machine: https://twitter.com/i/web/status/2018427546170462545 https://twitter.com/i/web/status/2018427546170462545"
X Link 2026-02-02T20:53Z 15.4K followers, [----] engagements
"I dont have anything to sell you but if you found value in this throw me a follow šš¼ If youre a high net worth individual contemplating a plan for delegating this check out my Linktree: https://linktr.ee/mcecchini https://linktr.ee/mcecchini"
X Link 2026-02-03T00:48Z 15.4K followers, 135.4K engagements
"Last year I owed the IRS $5000 at tax filing. This year well be getting a $5000 refund from the IRS at tax filing. Its so fun passing money back and forth to our government with 0% interest š«¶š¼"
X Link 2026-02-03T00:54Z 15.5K followers, 14.4K engagements
"Selling equity during a hype cycle isnt paper handsquite the opposite Its simply admitting that: -Ive won the game -I am now playing with house money -This will not last forever -Cashing out is not a binary decision -I can leave the rest for the upside scenario -The net proceeds can be reinvested or spent on something my family needs or wants https://twitter.com/i/web/status/2019037990148776071 https://twitter.com/i/web/status/2019037990148776071"
X Link 2026-02-04T13:19Z 15.5K followers, [----] engagements
"travel dad mode engaged time to lock in"
X Link 2026-02-05T19:17Z 15.5K followers, [----] engagements
"@APompliano Cope"
X Link 2026-02-05T19:42Z 15.5K followers, [----] engagements
"International stocks Emerging market stocks Small/mid cap stocks Value stocks Alternatives Thats it thats the tweet"
X Link 2026-02-06T14:16Z 15.4K followers, 10.2K engagements
"There are new millionaires being minted every day via pre-IPO equity compensation There are many who understand RSUs. There are few who understand stock options. Below is a breakdown of private stock options as you've probably never seen"
X Link 2026-02-07T13:56Z 15.4K followers, [----] engagements
"Life Cycle of a Stock Option The life cycle of a stock option is a journey of decisions. Each step presents opportunities to maximize value and minimize risk. Most people neglect Step [--] ("Plan") and [--] ("Deploy")"
X Link 2026-02-07T13:56Z 15.4K followers, [---] engagements
"Non-Qualified Stock Options (NSO / NQSO) NSOs are a balancing act of ordinary income exercise costs and capital gains. Timing is everything when it comes to exercising and selling"
X Link 2026-02-07T13:56Z 15.4K followers, [---] engagements
"Incentive Stock Options (ISO).Qualifying When an ISO is sold MORE than [--] years post-grant and MORE than [--] year post-exercise. Result Long-term capital gains (highly beneficial % vs ordinary income)"
X Link 2026-02-07T13:56Z 15.4K followers, [---] engagements
"AMT Credit Generation / Recapture after Exercising ISOs The long game of ISO tax planning. Patience can pay off as credits are reclaimed in future tax years where Federal Tax Liability AMT Tax Liability"
X Link 2026-02-07T13:56Z 15.4K followers, [---] engagements
"Note: California is an example of a state that does not recognize this exemption"
X Link 2026-02-07T13:57Z 15.4K followers, [---] engagements
"83(b) Election (pay tax now) Filing this election early allows you to pay tax now (sometimes $0) when the equity isn't worth much. The rest of the appreciation occurs as capital gains"
X Link 2026-02-07T13:57Z 15.4K followers, [---] engagements
"One of my clients recently started jokingly referring to me as the fixer š She's not wrong. Advisors have to be ready for just about anything at any time. Things that came up within the span of just [--] week in recent memory: --Change of citizenship and needing a wire sent overseas to pay for a lawyer helping with the process --Taking over for someone's Mom's advisor who is not serving her well --Needing an updated PFS prepared for an in-progress SBA loan in advance of a business purchase about to close --Accepting wire proceeds from a recent company M&A transaction and planning for tax set"
X Link 2026-02-07T20:07Z 15.4K followers, [----] engagements
"@scaling_shields Your mate works at the local edward jones branch. sorry to let you know this way"
X Link 2026-02-07T22:53Z 15.4K followers, 10.4K engagements
"@DougBisio @scaling_shields No"
X Link 2026-02-08T01:22Z 15.4K followers, [---] engagements
"Its wild how much less risk some people would take with their investments if they just sat down and ran their full financial plan + Monte Carlo assuming an average rate of return of maybe 5-7% per year"
X Link 2026-02-08T17:20Z 15.5K followers, 30.6K engagements
"Next [--] hours: Fly RSW - PHL Drive [--] hour PHL to home Catch up on as much work as possible Drive [--] hours to NYC Check in hotel Sleep Wake up Present to RIA technology/practice summit"
X Link 2026-02-10T12:01Z 15.5K followers, [----] engagements
"Based on what Im seeing and hearing rn a lot of people are going to find out the hard way what depreciation recapture is down the line"
X Link 2026-02-10T20:41Z 15.5K followers, 124.4K engagements
"good day to have a day"
X Link 2026-02-11T13:55Z 15.5K followers, [----] engagements
"They dont want stock picks. They want a planning roadmap and guardrails. They want someone who will pick up the phone respond quickly and add massive value"
X Link 2026-02-11T19:21Z 15.5K followers, [----] engagements
"2) Liquidity events are exciting (and terrifying). Tech employees about to vest millions in double-trigger pre-IPO RSUs dont celebrate. They ask: Whats taxable When How do I avoid blowing it What's a lockup period"
X Link 2026-02-11T19:21Z 15.5K followers, [----] engagements
"A liquidity event without a plan can turn a life-changing event into a disaster"
X Link 2026-02-11T19:21Z 15.5K followers, [----] engagements
"3) Professional success doesnt mean personal organization. A medical pro making $1M+ a year still battles financial chaos: Identity theft [--] credit cards forgotten auto-pays and no household cash flow system. Money coming in isnt the problem.coordination is"
X Link 2026-02-11T19:21Z 15.5K followers, [----] engagements
"The need is for someone to sequence decisions so life stops feeling like whack-a-mole"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"5) Were clearly wealthybut it doesnt feel like it. Couples sitting on $5-15M often admit that. Why"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"6) Personal backgrounds shape money scripts. One spouse grew up in a frugal white-collar household. The other From a spend it if you earned it entrepreneurial family"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"The clash shows up in every large purchase and in other subtle ways. Financial planning becomes marriage counseling with spreadsheets and shared budgeting apps"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"7) High W-2 income is fragile. An exec earning $2.5M/year feels rich until he realizes one board change can cut that to zero. Taxes are painful. They don't need another growth investment. They need asset protection tax planning tax-aware investing and work optionality"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"8) Entrepreneurs are allergic to being boxed in. Doctors founders and creatives who build businesses dont want a rigid retirement plan. They want work optionality.the freedom to scale up or down without guilt or financial stress. They need to see numbers behind that"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"9) The most stressful line item might not be the mortgage It might be student loans. Even with 7-figure incomes $500K+ of medical school debt feels like a chain. PSLF refinancing forgiveness vs. payoff. These decisions carry more emotional weight than any investment"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"13) No ones immune to lifestyle creep $30K/month feels like survival for some households. Not because theyre reckless but because the mix of private school IVF healthcare travel and housing costs can quietly scale without oversight"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"14) Everyone wants a simple plan.until the tax bill hits Once someone owes $1M+ in April their desire for simplicity might go out the window. The best planning balances clarity with the right dose of complexity where it saves real money"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"15) The real wealth flex isnt a Ferrari Its writing a $20K check to help a sibling through IVF without blinking. True wealth is measured in how little stress money causes when life happens"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"16) The builders itch can wreck a post-exit plan. A founder sells a upstart media platform wakes up with way less liquidity than they planned forand immediately starts something. After covering taxes and paying back investors.there might not be much left. Back at it"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"After dozens of conversations this year these are the themes that repeat: .The financial gap between spouses. .The balance between earning spending and saving. .The need for help navigating a large liquidity event"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"@alwayspreparing Haha always be closing ()"
X Link 2026-02-12T01:55Z 15.5K followers, [--] engagements
"@T_Gatzemeier Love it. Huge for modeling burn rate or surplus capacity"
X Link 2026-02-12T21:29Z 15.5K followers, [---] engagements
"@BMFiore2 surplus cash flow goes to taxable investments"
X Link 2026-02-13T03:17Z 15.5K followers, [--] engagements
"@BMFiore2 Thats qualified retirement savings"
X Link 2026-02-13T03:28Z 15.5K followers, [--] engagements
"@BullishBucket "Planned Savings" are retirement plan contributions "Net Cash Flow" typically gets plowed into the taxable portfolio but you can define exactly where it goes in the software dollar by dollar and account by account (or you can tell the system to spend it)"
X Link 2026-02-13T13:51Z 15.5K followers, [--] engagements
"TAX MAN: Hey you Your W-2 is ready. Pumped for tax season. ME: Awesome so I can file my taxes now TAX MAN: Nope your wifes W2 isnt ready yet. ME: Cool. I'll see if she knows her ADP login. TAX MAN: Hey. Your [----] is ready. ME: Great thats my mortgage interest right TAX MAN: Yep. But your loan got sold last year haha. So youll get two 1098s one from each bank. ME: Yea I remember getting a letter about that at some pointthat's like the 3rd time our mortgage has been sold. TAX MAN: Btw only [--] of your 1098s is ready. The other isn't. ME: Cool so I still can't really file yet. TAX MAN: Yep. But"
X Link 2026-01-15T13:19Z 15.5K followers, 992.9K engagements
"presenting a comprehensive one-time plan on Tuesday for [--] y/o Dad of a good friend from high school who wanted help I don't personally deliver one-time plans anymore for a few reasons but I think they can be wildly helpful for the right cases so much value to be added"
X Link 2026-02-15T18:31Z 15.5K followers, 10.4K engagements
"my version of the "tax control triangle": Pre-tax = tax savings/deferral this year pay tax later upon withdrawal (unless HSA/FSA used properly) Roth = pay tax today then dollars are tax-free for the long term. withdraw original contributions from Roth IRA at any time. After-tax = flexibility access funds at any time pay tax annually but only on realized capital gains & taxable interest/dividend income. Balance all [--] properly and YOU can help control your lifetime tax bill not the IRS"
X Link 2026-01-19T01:14Z 15.5K followers, [----] engagements
"SpaceX and xAI employees opening up their Linkedin DMs this week"
X Link 2026-02-05T15:55Z 15.5K followers, [----] engagements
"whomst CEO in Fort Myers Beach just took private equity money"
X Link 2026-02-06T23:41Z 15.5K followers, [----] engagements
"not the worst hotel room view"
X Link 2026-02-11T01:54Z 15.5K followers, [----] engagements
"@Attorney_CPA Of course we do This is about clients Its unnecessary toil in the data collection process I also work with 95% of my clients virtually and theyd have to mail everything in"
X Link 2026-02-13T10:49Z 15.5K followers, [---] engagements
"@DebFoxFinancial Certainly understand that it depends on the age demographic and preference Was ultimately referring to the financial planning data gathering process in which we ask for copies of all relevant docs my average client age is 40"
X Link 2026-02-13T23:11Z 15.5K followers, [---] engagements
"Sorry but this is off base Nobody works with me for access to alts I work with (and speak to) people with between 1-30 million all day every day.evergreen PE is everywhere nowVC funds and startup/late stage SPVs are all the rage (who also have the [--] and [--] structure) Its not just UHNW and it sure as hell does lead to underpeformance in many cases https://twitter.com/i/web/status/2017922306903879730 https://twitter.com/i/web/status/2017922306903879730"
X Link 2026-02-01T11:25Z 15.5K followers, [---] engagements
"COMMANDER: Were fighting for freedom. And part of that freedom is the freedom to retire with dignity. So were going to start accounts called 401(k)s. SOLDIER 1: Whats a 401(k) COMMANDER: Its a retirement account. You put money in it grows tax-free you take it out when youre old. SOLDIER 2: So I dont pay taxes on it COMMANDER: Well you pay taxes later. When you withdraw. SOLDIER 2: So its not tax-free. COMMANDER: Itstax-deferred. SOLDIER 2: Whats the difference COMMANDER: You pay taxes later instead of now. SOLDIER 1: What if I want to pay taxes now COMMANDER: Then you do a Roth 401(k)."
X Link 2026-01-13T18:05Z 15.5K followers, 1.7M engagements
"The majority of couples have [--] partner who takes on all responsibility for managing finances & household admin Despite this few people have created a detailed document for their partner if they weren't around I did this for my wife and I'm now sharing my template publicly:"
X Link 2026-02-02T17:44Z 15.5K followers, 2M engagements
"Simply go to "File" -- "Make a Copy" to fill it out for yourself https://docs.google.com/document/d/1Uo7Fb89M0_UqeaRWEN-MyOnY7m-yjAbMOwgom3ApK58/edittab=t.0 https://docs.google.com/document/d/1Uo7Fb89M0_UqeaRWEN-MyOnY7m-yjAbMOwgom3ApK58/edittab=t.0"
X Link 2026-02-02T17:44Z 15.5K followers, 364.6K engagements
"feels like were watching a PR masterclass from some (@tbpn @AnthropicAI) and a PR what not to do class from others (@sama @PeterAttiaMD)"
X Link 2026-02-05T03:26Z 15.5K followers, [----] engagements
"are millennials the best generation ever at balancing demanding careers and family people are asking"
X Link 2026-02-07T22:51Z 15.5K followers, [----] engagements
"Last year I had [--] multi-millionaires book a mutual discovery intro meeting with me via organic channels. Here are [--] themes around money family & career that came up repeatedly:"
X Link 2026-02-11T19:21Z 15.5K followers, 13.1K engagements
".The desire to buy their time back and outsource to a pro. .The need for better help on taxes insurance estate planning and mortgage lending"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"If you found this insightful consider following me @markcecchini for more lessons from 12+ years in the trenches of boutique wealth management"
X Link 2026-02-11T19:21Z 15.5K followers, [---] engagements
"Give away the knowledge and ideas. Sell the execution"
X Link 2026-02-11T22:26Z 15.5K followers, [----] engagements
"man everything changed for me when I became a protector and provider for someone else. I just finally got home from a crazy few days and immediately read books and rocked my daughter to sleep for the x-hundredth time. nothing anyone could possibly say or do could shake me from that foundation. nothing. https://twitter.com/i/web/status/2021772692853075971 https://twitter.com/i/web/status/2021772692853075971"
X Link 2026-02-12T02:25Z 15.5K followers, [----] engagements
"I was today years old when I realized that DM requests are buried in the new UI I havent seen any of those m messages since NOVEMBER sincere apologies for anyone who reached out (especially about how to attend yesterdays gig in NYC) Ill be digging out in the coming days"
X Link 2026-02-12T12:43Z 15.5K followers, [----] engagements
"millennials waited so long to have kids that now we're going to have to face the singularity while having babies and toddlers we really played ourselves"
X Link 2026-02-12T15:52Z 15.5K followers, [----] engagements
"one of my favorite views for clients is the 5-year cash flow report a clean forward-looking view of: Income Spending Taxes Liquidity events Major purchases Expected surplus or shortfall there's nowhere to hide most financial stress lives in the next 24-48 months not in [----] https://twitter.com/i/web/status/2022039173884973271 https://twitter.com/i/web/status/2022039173884973271"
X Link 2026-02-12T20:04Z 15.5K followers, 16.2K engagements
"hope this goes without saying but Danny and Sue are not real people"
X Link 2026-02-13T03:16Z 15.5K followers, [---] engagements
"Dear estate planners and accountants: Please also provide your clients with a DIGITAL copy of their estate documents and tax returns. No one owns a scanner anymore. Thank you -The entire financial planning community"
X Link 2026-02-13T03:18Z 15.5K followers, 13.1K engagements
"The recent employee wealth creation in employer stock has been staggering. People are looking for smart ways to de-risk and/or cash out. We have the playbook for this. Theres no one-size-fits-all"
X Link 2026-02-13T13:57Z 15.5K followers, [----] engagements
"1. Exercise your ISO options [--]. Maybe pay AMT in the year of exercise [--]. Hold shares for [--] year post-exercise and [--] years post-grant [--]. Sell shares for cash [--]. Pay long-term capital gains % on (sale price - strike price) instead of ordinary income % Congrats. You just exercised and sold incentive stock options under a Qualifying Disposition. https://twitter.com/i/web/status/2022404917126643725 https://twitter.com/i/web/status/2022404917126643725"
X Link 2026-02-13T20:18Z 15.5K followers, [----] engagements
"Few things more fun than giving back to the profession that has given me everything. when asked by the audio tech if I wanted a handheld mic or lapel mic: "Look at my last name brother I'm gonna need at least [--] free hand while I'm up there š¤š¼"
X Link 2026-02-13T22:37Z 15.5K followers, [----] engagements
""I work with an advisor and accountant but neither of them have have a clue about equity compensation." Yeah we should change that. Theres far too much at stake. Theyll understand the switch. (They might even be relieved.)"
X Link 2026-02-14T13:07Z 15.5K followers, [----] engagements
"My [--] m/o is currently obsessed with Toy Story. Like cries when she cant wear her Woody t-shirt when its dirty obsessed. The original movie came out when I was [--] year old. That kind of staying power is insane"
X Link 2026-02-14T15:34Z 15.5K followers, [----] engagements
"Roth IRA = $7500 max per year (with income limits) Roth 401(k) = $24500 max per year (no income limits) š¤"
X Link 2026-02-14T20:09Z 15.5K followers, 17.9K engagements
"I think we can all agree Dasani is the worst bottled water of all time right"
X Link 2026-02-14T23:34Z 15.5K followers, 91.2K engagements
"@TheQuietCFO At home Poland springs is perfect Evian or Smartwater on the go"
X Link 2026-02-15T00:15Z 15.5K followers, [----] engagements
"@APompliano $30B AUM sorry AUA sorry actually idk what this means please respond bots help me out this is hard crypto friends plz respond"
X Link 2026-02-15T01:52Z 15.5K followers, [----] engagements
"It would be cool if everyone just chilled out a little bit for a second"
X Link 2026-02-15T23:34Z 15.5K followers, [----] engagements
""Dave if this is what you want we'll place the trades to liquidate everything tomorrow. It's your money. I'll send an email so this is in writing. Things seem bleak but this could ruin your retirement. Let's chat before pulling the trigger." In this line of work things can get real. Quickly. In March of [----] I helped convince a 65-year-old client out of selling his entire portfolio to cash at the bottom of the COVID stock market flash crash. At the time the pandemic was causing one of the most rapid and severe stock market downturns ever. In just [--] days: .The S&P [---] fell by about 34% from"
X Link 2026-02-16T15:24Z 15.5K followers, [----] engagements
"brb going back to edit all of my client plans to reflect a guaranteed 12% investment rate of return over time let's party like it's the 90's people From the Ramsey Show (November [--] 2023): This disturbing video rant from Dave Ramsey demonstrates an ongoing ignorance of safe withdrawal rates and sequence of returns risk plus a combative insistence on using 12% average linear returns assumptions over decades. Dave publicly https://t.co/Mh88TIoKVQ From the Ramsey Show (November [--] 2023): This disturbing video rant from Dave Ramsey demonstrates an ongoing ignorance of safe withdrawal rates and"
X Link 2023-11-09T18:26Z 15.5K followers, 37.1K engagements
"As my practice has grown I've had to raise my minimum fees to $13000/year for comprehensive advisory which scales up with complexity and is dependent on situation (AUM vs Flat Fee) That includes (but is not limited to) the following: Financial Planning -Goal setting & accountability -Values-based financial planning -Insurance planning -Estate planning -Cash flow planning -Charitable giving -Retirement planning -Tax planning -Education saving -Large purchases -Sale of business -Intra-family financial matters -Company equity strategy Portfolio Management -Personal IPS (investment policy"
X Link 2023-12-20T21:26Z 15.5K followers, 64.3K engagements
"My wife and I bought a house this year back in our hometown after living in big cities for [--] years On Christmas Day we woke up in our house for gifts then went to spend breakfast with her parents then spent dinner with my parents I'm going to watch our bowl game with my Dad this afternoon (we both went to the same school) To say we are fortunate would be an understatement"
X Link 2023-12-27T16:07Z 15.5K followers, 82K engagements
"It would be disingenuous at best if I only publicly shared successes Today I learned that I did not pass CFA Level [--] (again) It's a feeling of personal disappointment that I'll remember for a very long time We'll take this on the chin and get back up for another round"
X Link 2024-04-11T14:36Z 15.5K followers, 43K engagements
"Over 60% of couples have [--] partner who takes on all responsibility for managing finances & other admin Despite this few people have created a detailed document for their partner if they weren't around I did this for my wife recently and I'm now sharing my template publicly:"
X Link 2024-06-12T12:59Z 15.5K followers, 41.8K engagements
"You can't convince me that anyone gets this right on the first try every time:"
X Link 2024-06-17T16:12Z 15.5K followers, 98.2K engagements
"Last date night before baby girl and last family beach week as a party of [--] didnt think this woman could glow any more but then she caught a tan š"
X Link 2024-06-27T22:46Z 15.5K followers, 16.1K engagements
"Just [--] yrs ago I was in a relationship that had gone sideways We had moved somewhere we didn't know anyone and bought a house and a puppy thinking it was a long-term deal. When we split "starting over" seemed impossible. The thought of selling the house moving again and getting back into the dating pool at [--] was awful. Today I'm married to the love of my life with a [--] day-old angel baby surrounded by family and friends in my hometown. It's never as bad as it seems and the best days are often yet to come"
X Link 2024-08-04T15:33Z 15.5K followers, 18K engagements
"I'm not contacting clients today. I also haven't gotten any inbound. There are different schools of thought re: reaching out proactively during times like these. In my experience over-communicating during short-term market corrections can be detrimental to behavioral thinking. We've already prepared all portfolios and financial plans for the possibility of market volatility. I'll be doing work in the background to capitalize on these moves but no need to ring alarm bells"
X Link 2024-08-05T14:30Z 15.5K followers, 22.8K engagements
"We hear about Roth 401(k)s and Traditional 401(k)s all the time But have you heard about the "Mega Backdoor Roth" It's a strategy that high-earners use to contribute even MORE money to their Roth IRAs over time Curious how it works and if it's right for you"
X Link 2024-08-14T12:58Z 15.5K followers, 68.9K engagements
"@alexbilz Ive found increasingly that AI assistants auto join meetings without any mention or pre clearance for recording going to lead to bad outcomes"
X Link 2024-09-26T22:06Z 15.5K followers, 283.6K engagements
"does anyone else have a recurring dream: you realize you are [--] months into a really important college class and you straight up forgot havent been to class ONE time or done any assignments or tests and its about to tank your GPA"
X Link 2024-09-28T13:59Z 15.5K followers, 19.6K engagements
"very grateful to the [--] amazing clients (legacy and new) that joined me at my new firm since I made the switch in May now at $67.2M discretionary assets under management as of 9/30 Can't wait to get after it in Q4"
X Link 2024-10-01T13:01Z 15.5K followers, 21.5K engagements
"Anyone else have to delete about [--] spam/marketing emails per day just to keep their personal Gmail somewhat clean Its gotten insane"
X Link 2024-10-01T23:29Z 15.5K followers, 20.4K engagements
"Had a question posed by a prospective client: -- "what is YOUR personal investment philosophy" Here was my general response (not including some collateral and firm specifics): I believe that financial markets are mostly efficient. I am of the opinion that obtaining low-cost efficient exposure to most asset classes is sufficient to achieve risk/return objective. That being said simply buying a broad-based total market index like VTI is an ineffective way to build and protect long-term wealth or generate tax alpha. I believe there are still a handful of areas of the market that are disjointed"
X Link 2024-10-15T20:46Z 15.5K followers, 20.6K engagements
"Company leadership take notes THIS is how you attract & retain talented women to your workforce My wife is returning to work today after a [--] mo. fully-paid maternity leave She just got this care package from her company yesterday including a framed picture of Vera for her desk They also have a consulting firm called the 4th trimester where an actual person coaches you through postpartum challenges including return-to-work We need more companies like this"
X Link 2024-11-13T13:08Z 15.5K followers, [----] engagements
"I've spent hours thinking of ways to communicate key concepts in equity compensation. Today I'm making my master slide deck with [--] custom visuals publicly available. If you use any of these for any reason I only ask that you attribute credit I'm also available to host a custom presentation for your company specific to your equity plan and stage. Link to the PDF below. Cheers"
X Link 2025-01-24T13:03Z 15.5K followers, 34.9K engagements
"Me: Outlook show me all past emails that contain the sentence Thanks for completing your onboarding docs thanks. Outlook search: Heres every email youve ever sent that contains the letter T hope thats helpful"
X Link 2025-02-02T15:40Z 15.5K followers, 18K engagements
"Last year I had [--] client relationships commit to switching over to my new firm -- some with multiple meetings outlining the quick transition steps and paperwork sent out for signature. Fees would stay exactly the same. Over the coming weeks those [--] relationships would then proceed to either 1) ghost me completely or 2) change their minds to stay put. You start to spin your wheels and wonder -- what in the world Did I not do enough during our relationship to earn a quick text message or email as a heads up What could I have done or said differently Ultimately you have to move on and get back"
X Link 2025-02-04T20:56Z 15.5K followers, 23.2K engagements
"Imagine being able to use your investment account as your own personal bank. Heres how the wealthy keep their portfolios invested while accessing cheap capital at a moment's notice:"
X Link 2025-02-06T13:07Z 15.5K followers, 61.3K engagements
"Mega backdoor slide from today's deck:"
X Link 2025-02-12T19:08Z 15.5K followers, 19.6K engagements
"I may never be the richest person in the room (especially not with my client base) -- but what does "rich" even mean --My family never wants for anything. --We have [--] non-mortgage debt. --I have time to maintain relationships with friends and family. --I can sit down for family dinner every night. --I will never miss my daughter's milestones. --I can take PTO and leave the office at a moment's notice. I'd consider that pretty darn rich"
X Link 2025-02-17T13:21Z 15.5K followers, 11K engagements
"I'm going to go out on a limb here. This may be the only thread you need to read about buying a house in [----]. I spent the time laying everything out with practical tools screenshots and explanations for everything (in plain English):"
X Link 2025-02-20T13:03Z 15.5K followers, 52.7K engagements
"I had a boss who would ask incredible discovery questions: "tell us about the financial environment in which you grew up" "tell us about your relationship with your estate attorney" (knowing they likely didn't have one) "who do you typically turn to for advice" Gold"
X Link 2025-02-23T23:20Z 15.5K followers, 11.5K engagements
"Over 80% of my clients are 30-45 years old born between 1980-1995. My wife and I are right there as well. We make up about 22% of the US population. Here are [--] things I see almost every week and why I'm more bullish on this generation than ever:"
X Link 2025-03-06T13:12Z 15.5K followers, 39.6K engagements
"Dads birthday dinner tonight he also finished his last chemo treatment earlier today after [--] months We said we would break the seal on this after his last round was done More grateful than ever to be [--] minutes down the road"
X Link 2025-03-08T01:14Z 15.5K followers, 21.5K engagements
"My wife decided to officially call it quits from work last month. After a lot of discussion and reviewing our financial situation we were both comfortable with all implications. Its likely not forever but her job definitely wasnt the one anyway and shes good with taking a step back to be a full-time Mom to V for a while. Our Nanny was phenomenal and we kept her on for [--] month and are helping to her find another family in our network. Now its on me to make sure my wife never has to work again IF she doesnt want to. Purpose at an all time high"
X Link 2025-04-09T11:46Z 15.5K followers, 34.2K engagements
"I think many of us can agree that the best part of the last few days has been Chamath getting relentlessly dunked on for the intellectual fraud and bootlicker that he is If you dont know who that is Im happy for you"
X Link 2025-04-09T19:52Z 15.5K followers, 18K engagements
"We found out yesterday that Dad is in FULL REMISSION as of yesterday. Incredible news to end the week. God is good. Dads birthday dinner tonight he also finished his last chemo treatment earlier today after [--] months We said we would break the seal on this after his last round was done More grateful than ever to be [--] minutes down the road https://t.co/FnzaaTazJE Dads birthday dinner tonight he also finished his last chemo treatment earlier today after [--] months We said we would break the seal on this after his last round was done More grateful than ever to be [--] minutes down the road"
X Link 2025-04-11T19:02Z 15.5K followers, 12.2K engagements
"dudes will be at the right company at the right time get rich beyond belief and subsequently act like they are Gods gift to the intellectual community for the next [--] years instead of going to therapy"
X Link 2025-04-28T16:49Z 15.5K followers, 20.4K engagements
"Just received my favorite email from a prospective client after I followed up from a warm referral intro: NO THANK YOU No greeting no signoff š Honestly Id MUCH rather have that than the ambiguity that often comes with new business development"
X Link 2025-05-26T21:27Z 15.5K followers, 13K engagements
"I serve [--] multi-millionaire households across [--] states and have served dozens more for the last [--] years. Ive dedicated my professional and academic life to helping people connect with and manage wealth. Here are [--] more things I wish more people knew about humans & money:"
X Link 2025-05-28T12:17Z 15.5K followers, 37.4K engagements
"This tweet is directed at Millennial Dads who are working their tails off and go home every night to be a true 50/50 parent and give their partners and kids everything they have left. I see you. Keep grinding. Keep showing up"
X Link 2025-05-29T01:39Z 15.5K followers, 21.3K engagements
"I'm going to go out on a limb here. This may be the only thread you need to read about understanding equity awards in a private or public company. I spent the time laying everything out with [--] custom Canva visuals I made to communicate key concepts:"
X Link 2025-05-30T11:54Z 15.5K followers, 23.7K engagements
"You make $500K $1M even $5M/year. Your net worth has multiple commas. But heres the uncomfortable truth: High income and/or High net worth bulletproof finances. Here are [--] blind spots I've found in almost every high performer I've met (with resources to fix them):"
X Link 2025-06-03T11:19Z 15.5K followers, 46.5K engagements
"@RobertMSterling This is the guy that will snipe a terrorist from [----] meters and be home to cut the grass and put the kids to bed"
X Link 2025-06-08T02:16Z 15.5K followers, [----] engagements
"Want to buy a house in 2025/2026 This thread has all you need to get started. I spent the time laying everything out with practical tools screenshots and explanations for everything"
X Link 2025-06-10T19:47Z 15.5K followers, 23.5K engagements
"my wife and I got married bought our 1st home and had our 1st child all within a [--] month period when you find the right person you can just do things traditional timelines mean nothing"
X Link 2025-07-09T01:44Z 15.5K followers, 11.2K engagements
"To anyone I ever looked at remotely sideways for being flaky and/or leaving the function early because they had kids with them I am truly sorry I had no idea"
X Link 2025-08-09T23:22Z 15.5K followers, 12.3K engagements
"Backdoor Roth step-by-step process This is as simple as youll see it laid out without going click by click on the custodian:"
X Link 2025-08-10T19:09Z 15.5K followers, 21.9K engagements
"someone check on Robert Kiyosaki"
X Link 2025-08-12T15:30Z 15.5K followers, 14K engagements
"My wife and I havent missed a single bill (by even [--] day) or paid a dollar of non-mortgage interest in 5+ years. My master spreadsheet is a big reason why. We use a cash flow app to bring numbers to life. But there's nothing like mapping it manually. Link below"
X Link 2025-08-25T14:46Z 15.5K followers, 29.8K engagements
"@GainsB1 higher ed professor state gov't"
X Link 2025-08-30T16:17Z 15.5K followers, [----] engagements
"Today is my 35th birthday. I am blessed beyond measure and living the life I always envisioned as a kid. Is it perfect Absolutely not. Its something I work at every day. But [--] years ago (literally on my 30th birthday) i was living in Montana and going through a tough break up with someone I thought was the one. We had bought a house and [--] dogsthe intent was clear. I was living [----] miles from family and close friends serving someone elses clients and unsure how I would ever break out in my career. Im grateful for all the people Ive collected in my tribe the last few years including many of"
X Link 2025-09-19T12:14Z 15.5K followers, 19.9K engagements
"Feels like around 30-35 you start to realize that having a handful good friends who are genuinely interested in your life and career is real wealth outside of family. It doesnt matter how often you talk text or call. Lifes way too busy to keep up with everyone and everything. But when you do connect its like no time has passed. You pick up right where it left off. Especially friends from home. Theyve grown up and everything but deep down still the same people you knew before you could drive"
X Link 2025-10-12T18:59Z 15.5K followers, 10.9K engagements
"Welp I'm calling it. Barring a crazy market reversal today I've officially crossed $1000000 in ARR. Started the year at $460000. # households = [--] Average age = [--] Never been more excited to clock in"
X Link 2025-10-20T18:19Z 15.5K followers, 47.8K engagements
"You have [--] days left to save yourself thousands of dollars in taxes for [----] Let's be honest not much usually gets done after 12/20 with the holidays So it's more like [--] days Here are [--] major things to consider before it's too late:"
X Link 2024-10-07T12:23Z 15.5K followers, 109.7K engagements
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