Founder of Lake Water Advisory | Helping high-earners with their finances💰| Dad x2| Probably playing basketball 🏀 | Always learning. ‘Cuse fan 🍊
Joined September 2023
- Tweets 1,336
- Following 378
- Followers 432
- Likes 651
105 Photos and videos
💡 PSA to wholesalers at conferences:
Do something unique. Skip the steak dinners, the late night drinks and heavy Italian food.
Organize a 5k coffee before meetings start. Or an early morning HIIT workout. A hike. CrossFit. Surfing. Anything physical.
Anything but another dinner.
I’d 100% sign up for that and I know A LOT of other advisors who’d be on board.
58
He’s correct 👇🏼
Jun 1
Another single, childless man over 40 giving sleep advice.
Show me a married man with kids and a full time job who stays physically fit and crushes life…
Those are the men we should be listening to 🤝
1
92
May 19
A personal finance course should be mandatory for every high school AND college graduate.
Make me czar of this and I bet we can reduce financial illiteracy in half.
1. Budgeting
2. Taxes
3. Loans/credit
4. Investing
5. Financial behavior/consumer psychology
The Dept of Ed doesn’t return my emails though 😆
1
41
May 12
Guys- the good news? If it keeps going down by 50% it’ll never hit $0
Win ✅
2
38
Thought I’d give Ethos a shot for myself given all the ads. Life insurance in minutes! Who couldn’t want that!
I went through the application process online. Very simple and easy.
Waited for the results…
“Soft” decline by 3 companies. Approved by 1. Couldn’t get more than $200,000 🤣 (hint, significantly less than my annual income).
Married, 2 kids under 7. Sole provider. Excellent health. Don’t smoke. Don’t drink.
I had hope… but a total joke of a process.
2
1
179
Apr 30
No way this is true…
Apr 29
Glamorous JP Morgan exec accused of turning married male broker into her office sex slave: Viagra spiking and litany of obscene forced acts that made him cry trib.al/BiXXCM0
39
Priced out a new Tesla Model X. Awesome vehicle.
$114k
Someone’s drunk
1
127
Mar 25
What’s the allure with SCHD?
If you’re an accumulator…. No. Don’t.
1
155
Mar 18
Hazel likely to replace Holistaplan for many advisors.
Right capital/eMoney shortly too?
1
186
Mar 19
Although sometimes Hazel likes to take vacations without telling anyone….
46
Mar 18
Hello inflation my old friend… 🎵
132
Feb 17
3 clients have passed away in the last 2 months.
The average age of clients we serve is 50
2
219
Feb 17
Open enrollment for the Florida Prepaid Tuition program is live : solid option for some
myfloridaprepaid.com/
1
109
Feb 15
If the tax and advisor crowd on this app spent half as much time with their clients and families as they do playing “ADV police,” they’d probably be happier… and a little more successful.
13
42
11,073
Feb 12
😂
Feb 12
It is imminent -- the only thing that's unknown is the timing, location, duration, magnitude, policy response, recovery dynamics, and cultural impact.
366