[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @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 [#](/creator/twitter::1860800784859803648/interactions)  - X Week XXXXXXX +215,206% - X Month XXXXXXX +3,515% - X Months XXXXXXX +8,519% ### Mentions: X [#](/creator/twitter::1860800784859803648/posts_active)  - X Week X +80% - X Month XX -XXXX% - X Months XX +63% ### Followers: XXXXX [#](/creator/twitter::1860800784859803648/followers)  - X Week XXXXX +64% - X Month XXXXX +118% - X Months XXXXX +841% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1860800784859803648/influencer_rank)  ### Social Influence [#](/creator/twitter::1860800784859803648/influence) --- **Social category influence** [finance](/list/finance) XX% **Social topic influence** [fixed income](/topic/fixed-income) #50, [financial planner](/topic/financial-planner) 10%, [investment](/topic/investment) 10%, [capital gains](/topic/capital-gains) 10%, [asset allocation](/topic/asset-allocation) 10%, [insurance](/topic/insurance) 10%, [social security](/topic/social-security) XX% **Top accounts mentioned or mentioned by** [@dewchainz](/creator/undefined) [@texasdave24](/creator/undefined) [@investgcm](/creator/undefined) [@mylattice24](/creator/undefined) [@myersbradley](/creator/undefined) [@juliantrev78186](/creator/undefined) [@gregsgotyobak](/creator/undefined) [@fortwaynecpa](/creator/undefined) [@gearboxphilly](/creator/undefined) [@recoverytrade](/creator/undefined) [@thedealmakerguy](/creator/undefined) [@dividendgrowth](/creator/undefined) [@lurkingforev](/creator/undefined) [@dadinvest](/creator/undefined) [@alexeck](/creator/undefined) [@patrickstoa](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@satoshideniz](/creator/undefined) [@camphopemvp](/creator/undefined) [@egr_investor](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1860800784859803648/posts) --- Top posts by engagements in the last XX hours "Something like that Heres where I see many firms moving: Entry level: client service (admin tasks) or paraplanner (under advisor or financial planner) - very basic tasks. Mid level: financial planner. Performing analysis and building out projections. Likely participating in plan presentations with advisor. Advisor: new business managing client relationships. Leading the team" [X Link](https://x.com/privatWealthGuy/status/1978476008161391016) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-15T15:00Z 1655 followers, XX engagements "A new XX year old client just sent over their account statements from their previous advisor. Their Roth IRA allocation is XX% equities and XX% fixed income and REITs" [X Link](https://x.com/privatWealthGuy/status/1980726152818786795) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-21T20:01Z 1656 followers, 494.9K engagements "Selling investment real estate If you realize the gain the IRS wants a cut. But with a 1031 exchange you can defer capital gains by rolling the proceeds into another qualifying property. Heres the strategy: X. Sell your current property X. Identify a new one within XX days X. Close within XXX days X Reinvest the entire proceeds This keeps your equity compounding tax-deferred. Want more diversification and less day-to-day management You can 1031 into a Delaware Statutory Trust (DST). No more 2:00 AM tenant calls and instant access to institutional-grade real estate. Later you may have the" [X Link](https://x.com/privatWealthGuy/status/1980618070235181073) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-21T12:52Z 1656 followers, 1612 engagements "Many people are missing the main point of this. Its about asset location -high growth assets belong in Roth -income producing assets belong in pre tax and also asset allocation" [X Link](https://x.com/privatWealthGuy/status/1980823654276780203) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-22T02:28Z 1656 followers, 42.7K engagements "At higher levels of wealth the role of insurance evolves. The ultra-wealthy use insurance as: A source of estate liquidity allowing heirs to pay estate taxes without selling assets A tax-advantaged asset class offering tax-deferred growth and income tax-free death benefits A dynastic planning tool creating permanent funding for multi-generational trusts Some of the strategies they use include: Private Placement Life Insurance (PPLI) Custom investment portfolios with tax-free buildup and no income tax on gains Premium Financing Borrowing to fund large policies and taking advantage of the" [X Link](https://x.com/privatWealthGuy/status/1975223774048854111) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-06T15:37Z 1656 followers, 1766 engagements "@InvestGCM It can be forgiven if its a SCIN. Interest rate would be higher however Really only beneficial if the lender has a high likelihood of passing during the term of the loan" [X Link](https://x.com/privatWealthGuy/status/1980639977768993123) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-21T14:19Z 1651 followers, XX engagements "@FortWayneCPA For XX% of social security recipients their social security benefit is their only source of income. That would be a disaster" [X Link](https://x.com/privatWealthGuy/status/1980640309920043375) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-21T14:20Z 1649 followers, XXX engagements "Most business exits are rushed and thats when owners lose leverage. The best outcomes are planned 5+ years out allowing time for: - Restructuring entity ownership - Implementing trusts and gifting strategies - Creating golden handcuffs for key employees - Reducing potential tax exposure - Preparing financials for premium valuation A great exit isnt just a transaction. Its a transition" [X Link](https://x.com/privatWealthGuy/status/1980980959781769623) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-22T12:54Z 1656 followers, 5845 engagements
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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 XXXXXXX +215,206%
- X Month XXXXXXX +3,515%
- X Months XXXXXXX +8,519%
Mentions: X #
- X Week X +80%
- X Month XX -XXXX%
- X Months XX +63%
Followers: XXXXX #
- X Week XXXXX +64%
- X Month XXXXX +118%
- X Months XXXXX +841%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XX%
Social topic influence fixed income #50, financial planner 10%, investment 10%, capital gains 10%, asset allocation 10%, insurance 10%, social security XX%
Top accounts mentioned or mentioned by @dewchainz @texasdave24 @investgcm @mylattice24 @myersbradley @juliantrev78186 @gregsgotyobak @fortwaynecpa @gearboxphilly @recoverytrade @thedealmakerguy @dividendgrowth @lurkingforev @dadinvest @alexeck @patrickstoa @mr_neutral_man @satoshideniz @camphopemvp @egr_investor
Top Social Posts #
Top posts by engagements in the last XX hours
"Something like that Heres where I see many firms moving: Entry level: client service (admin tasks) or paraplanner (under advisor or financial planner) - very basic tasks. Mid level: financial planner. Performing analysis and building out projections. Likely participating in plan presentations with advisor. Advisor: new business managing client relationships. Leading the team"
X Link @privatWealthGuy 2025-10-15T15:00Z 1655 followers, XX engagements
"A new XX year old client just sent over their account statements from their previous advisor. Their Roth IRA allocation is XX% equities and XX% fixed income and REITs"
X Link @privatWealthGuy 2025-10-21T20:01Z 1656 followers, 494.9K engagements
"Selling investment real estate If you realize the gain the IRS wants a cut. But with a 1031 exchange you can defer capital gains by rolling the proceeds into another qualifying property. Heres the strategy: X. Sell your current property X. Identify a new one within XX days X. Close within XXX days X Reinvest the entire proceeds This keeps your equity compounding tax-deferred. Want more diversification and less day-to-day management You can 1031 into a Delaware Statutory Trust (DST). No more 2:00 AM tenant calls and instant access to institutional-grade real estate. Later you may have the"
X Link @privatWealthGuy 2025-10-21T12:52Z 1656 followers, 1612 engagements
"Many people are missing the main point of this. Its about asset location -high growth assets belong in Roth -income producing assets belong in pre tax and also asset allocation"
X Link @privatWealthGuy 2025-10-22T02:28Z 1656 followers, 42.7K engagements
"At higher levels of wealth the role of insurance evolves. The ultra-wealthy use insurance as: A source of estate liquidity allowing heirs to pay estate taxes without selling assets A tax-advantaged asset class offering tax-deferred growth and income tax-free death benefits A dynastic planning tool creating permanent funding for multi-generational trusts Some of the strategies they use include: Private Placement Life Insurance (PPLI) Custom investment portfolios with tax-free buildup and no income tax on gains Premium Financing Borrowing to fund large policies and taking advantage of the"
X Link @privatWealthGuy 2025-10-06T15:37Z 1656 followers, 1766 engagements
"@InvestGCM It can be forgiven if its a SCIN. Interest rate would be higher however Really only beneficial if the lender has a high likelihood of passing during the term of the loan"
X Link @privatWealthGuy 2025-10-21T14:19Z 1651 followers, XX engagements
"@FortWayneCPA For XX% of social security recipients their social security benefit is their only source of income. That would be a disaster"
X Link @privatWealthGuy 2025-10-21T14:20Z 1649 followers, XXX engagements
"Most business exits are rushed and thats when owners lose leverage. The best outcomes are planned 5+ years out allowing time for: - Restructuring entity ownership - Implementing trusts and gifting strategies - Creating golden handcuffs for key employees - Reducing potential tax exposure - Preparing financials for premium valuation A great exit isnt just a transaction. Its a transition"
X Link @privatWealthGuy 2025-10-22T12:54Z 1656 followers, 5845 engagements