The Balance Sheet for those who manage their own wealth
Joined February 2020
- Tweets 819
- Following 4
- Followers 2,925
- Likes 666
292 Photos and videos
Jun 9
"It’s especially strong for tracking alternative assets and keeping long-term wealth organized in a way that feels intentional rather than reactive."
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Jun 2
"Even though it is not a advertised as a planning tool, it does it well."
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May 28
Generation-Skipping Trusts in 2026: How They Work, the GST Tax Rules, and When They Actually Make Sense kubera.com/blog/generation-s…
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May 21
Concierge Medicine: What It Costs, How It Compares with Direct Primary Care, and When the Annual Fee Is Worth It kubera.com/blog/concierge-me…
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May 19
"With Kubera, I can make projections for the best case, the worst case, and the likely case. And that leads to more nuance and peace of mind."
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May 15
Secondary Market Investing: A Practical Guide to Private Equity, Pre-IPO Shares, and Fund Interests kubera.com/blog/secondary-ma…
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May 7
High-Net-Worth Divorce: How to Protect Wealth and Plan What Comes Next kubera.com/blog/high-net-wor…
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May 6
Mega Backdoor Roth: How to Save an Extra $47,500 for Tax-Free Retirement (2026 Guide) kubera.com/blog/mega-backdoo…
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May 6
Use Kubera with ChatGPT, Claude, Gemini, Perplexity and more help.kubera.com/article/167-…
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Kubera retweeted
May 5
Lots of noise and options on using AI agents for personal finance, here are some things that have been working for me so far…
My backbone is @KuberaApp — it’s so good and allows my agents to have a lot of visibility without any direct financial credentials 🔒
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Kubera retweeted
May 5
I gotta say @KuberaApp is the GOAT
May 5
Lots of noise and options on using AI agents for personal finance, here are some things that have been working for me so far…
My backbone is @KuberaApp — it’s so good and allows my agents to have a lot of visibility without any direct financial credentials 🔒
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1,712
Apr 27
"Kubera really sets itself apart by the OUTSTANDING customer service, even on the base plan!"
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Apr 27
Donor-Advised Fund: A Strategic Giving Vehicle for High-Net-Worth Families kubera.com/blog/donor-advise…
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Apr 24
Hedge Fund Minimum Investment: Complete Guide for High Net Worth Investors kubera.com/blog/hedge-fund-m…
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Apr 21
"I think it's great, does exactly what I need. Plus, the "break glass" feature, makes sure if something happens to me, information is well organized, is priceless."
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Apr 17
Proof of Funds Letter: What It Is, When You Need One, and How to Get It Fast kubera.com/blog/proof-of-fun…
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