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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: XXX #

• X Week XXXXXX -XX%
• X Month XXXXXXX -XX%
• X Months XXXXXXX +2,094%
• X Year XXXXXXX +2,793,688%

Mentions: X #

• X Week XX +10%
• X Month XX +84%
• X Months XXX +66%
• X Year XXX +5,667%

Followers: XXXXX #

• X Week XXXXX +1.90%
• X Month XXXXX +89%
• X Months XXXXX +524%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence finance XXXXX%

Social topic influence tactical 9.09%, cash flow 9.09%, flow 9.09%, if you 9.09%, money 9.09%, math XXXX%

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

Top Social Posts

Top posts by engagements in the last XX hours

"A tax plan does three things: Controls timing of income and gains Splits income across entities or jurisdictions Re-characterizes income so it's taxed more efficiently Strategic in the long term; tactical in the short term"
X Link 2025-12-10T13:50Z 3186 followers, 1041 engagements

"The #1 mistake high-income earners make Waiting too long to get intentional with cash flow. If you dont tell your money where to go it disappears"
X Link 2025-12-12T12:39Z 3194 followers, 1382 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 3194 followers, 1168 engagements