Founder Fee-Only firm Engage Wealth Group, Past National President Financial Planning Association, Certified Financial Planner

Joined March 2009
277 Photos and videos
Posted this in 2023, and it’s even more relevant today. AI continues to be a transformative tool, but the 'human element' (and the power cord) remains the ultimate balancer. Let's keep the focus on progress, not panic. #AI @Giersh #AIAnxiety #AIAlignment
Solving the hysteria around #AI. AI does have an Achilles heel unless, of course, we eventually become wired up as #humanbatteries. #ChatGPT #GAI #ArtificialIntelligence #nottheendofhumanity
1
29
Dear @BloombergTV and @mckonomy, should market participants and observers worry about #dataintegrity emanating from Washington? Curious about your observations of how "bad news" would be received at the various levels.
1
2
127
Question answered @BloombergTV!
1
2
36
Dear @SouthwestAir CEO Bob Jordon, fresh from an encounter of "seat savers", why do I bother spending an additional $40 for an early bird for my spouse and I when I can buy one and save my $40 hard earned dollars and save seats?!? #policychange #earlybirdersunite #badpolicy
1
4
172
It's a privilege to serve on the @ChicagoBBB Board of Directors and celebrate 97 years of supporting businesses who embrace high ethical standards! It's the Sign of a Better Business! #BBBAnnualDinner
3
118
Ed Gjertsen II, CFP® retweeted
24 Jan 2024
Key advice on how to pay for #college NEXT! w/ @EdGjertsenII on the @WBBMNewsradio Noon Business Hour 780am - 105.9fm #Chicago
2
3
605
So wait @waitbutwhy, the recent headlines of "Warmest temperatures EVER on Earth" may not be true?!? Don't get me wrong, humans are a clever virus, sorry, species that have undoubtedly impacted the planet. But how again did dinosaurs impact climate change...too much flatulence?!?
10 Jan 2024
Replying to @elonmusk
The climate might have been too good. The dinosaurs reigned during a long, warm greenhouse Earth. The subsequent reign of the mammals took place during an increasingly cold and erratic climate, which was a key ingredient in growing the ape brain.
3
74
So great to visit with @AngieMiles at @BUSINESSFIRSTAM to provide valuable guidance on key things to know when engaging with a #FinancialAdvisor. @CFPBoard @NAPFA
5 QUESTIONS to ask a FINANCIAL ADVISOR, from @EdGjertsenII youtu.be/FipSmSmRBzY
2
71
Your #FICO score can affect more than loans. Auto and home insurance companies use #FICO in their rate determination. This is why @FerroTV pays less in premiums than @tomkeene! #knowyourFICO #financialplanning101
1
3
2,776
Solving the hysteria around #AI. AI does have an Achilles heel unless, of course, we eventually become wired up as #humanbatteries. #ChatGPT #GAI #ArtificialIntelligence #nottheendofhumanity
1
199
Ed Gjertsen II, CFP® retweeted
We are so excited about this webinar! It's going to be a big hit!

ALT Money GIF

1
1
60
So, are you a #somebody through #ChatGPT? Excited to see "I'm somebody now" through #ChatGPT! For the record, no, I didn't perform a Nathan Happy Dance!! #AI #anobodyuntilsomebody #newphonebookshere #TheJerk

ALT New Phonebook Steve Martin GIF

2
108
Honored to collaborate alongside @Terry and the @ChicagoBBB again to answer your most pressing #personalfinance questions! Join us on April 20 for an entertaining and educational hour of #MoneyMatters! @CFPBoard @fpassociation @WBBMNewsradio @Giersh @NorthbrookChamb @jimpavia
Get your top "Twenty-Money" questions answered! Join @Terrytalksmoney @EdGjertsenII on Thursday, April 20th at noon CDT. 💰 How much to save for retirement? 💳 How to improve your credit score? 🏦 What is the best way to borrow money? RSVP: register.gotowebinar.com/reg…
1
1
74
Congratulations @AngieMiles, on your well-deserved recognition! #trueprofessional @ChicagoBBB
Thank you! So honored to join your mission of building integrity & trust in business along with fighting scams. Let’s keep going!!!
1
3
174
Billions and billions of dollars of #crypto "worth" were wiped out in the last 24 hours. So reminiscent of the #dotcom bubble bursting over two decades ago or, even better, #tulipmania crashing in the 1630s! @Giersh #cryptoiceage #blockchainwillsurive
2
1
So #Binance walking away from the #FTX deal may send the #cryptowinter into a #cryptoiceage. Wow! #blockchain
2
Can't wait for @tomkeene to discuss @Fidelity John Gagliardi's interview on #MarketsTheClose with his analysis of #DJIA outperformance with @FerroTV!
1
It's a privilege to share my experience with business owners in the Chicago BBB Fall 2022 #BetterBusiness Magazine. Read why every business owner should #startwiththeend in mind! @Giersh @CFPBoard @NAPFA @fpassociation @BenLewisPR @jimpavia chicago.insights.bbb.org/bet…
1
1
Interesting idea, @jimpavia and @Stoltmann1971, with #powerball annuity payments. What happens if the lottery winner dies, say, within 10 years of starting the annuity payments? With federal estate taxes due and little cash to pay the US Treasury, things can get ugly quickly!
1