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@privatWealthGuy Private Wealth Guy

Private Wealth Guy is highlighting common mistakes people make with their investments and financial planning. He recently shared an example of a client with an improperly allocated Roth IRA, emphasizing the importance of asset location and allocation. He also provides guidance on strategies such as gifting, business exits, and loan planning to optimize financial outcomes.

Engagements: XX #

• X Week XXXXXX -XX%
• X Month XXXXXXX -XX%
• X Months XXXXXXX +2,133%
• X Year XXXXXXX +2,709,594%

Mentions: X #

• X Week XX +22%
• X Month XX +67%
• X Months XXX +66%
• X Year XXX +4,225%

Followers: XXXXX #

• X Week XXXXX +1.80%
• X Month XXXXX +89%
• X Months XXXXX +524%
• X Year XXXXX +79,750%

CreatorRank: undefined #

Social Influence

Social category influence finance XXXXX%

Social topic influence business 18.18%, $74m 9.09%, $52kyear 9.09%, saving 9.09%, money 9.09%, balance sheet 9.09%, math XXXX%

Top accounts mentioned or mentioned by @iamdandicerbo @mrnqdc @bankerbeaver @joecattle101 @cliffcornell_ @itsyaboyruke @dgoaltz

Top Social Posts

Top posts by engagements in the last XX hours

"A 72-year-old retired business owner with $7.4M sat down in my office. I dont want to spend too much he said. He was living on $52K/year. He drives a 16-year-old truck. Never flies. Gives his kids nothing because they need to be independent. I asked him one question: Who are you saving this money for Silence. His kids are already financially secure. His grandkids 529s are full. His long-term care is insured. His plan showed he could easily spend $240K per year and never run out. He paused and said: Ive never had permission to enjoy my own money. We built a new strategy. Travel budget: $40K"
X Link 2025-12-04T12:37Z 3199 followers, 198.4K engagements

"Your biggest asset is often your biggest risk. For many people one position dominates their balance sheet: - Business equity - Employer stock/RSUs/options - Real estate concentration - A single legacy holding Concentration builds wealth. Diversification preserves it. The real skill is knowing when to shift from offense to defense. X Ways to Handle Concentrated Risk: X. Eliminate it - Sell gradually (10b5-1 staged exits) - Sell/exit part of a business - Sell concentrated real estate - Gift or transfer shares X. Mitigate it - Hedge (protective puts collars) - Improve insurance coverage - Reduce"
X Link 2025-12-08T13:47Z 3197 followers, 1164 engagements

"If your portfolio keeps you up at night its not a risk problem. Its a design problem. Risk capacity is math. Risk tolerance is emotion. Portfolio design is both"
X Link 2025-12-12T13:43Z 3197 followers, 1190 engagements