Have you ever wondered what conflicts of interest are present in advisor/client relationships? 🤔 Part 2 of The Advisor Series covers this topic in depth: https://t.co/3oh9OFHzPy #financialplanning #fintwit #financialindependence

If your boss looks like this... You're going back to the office 5 days a week.

Hoarding money and never spending it is like installing a professional kitchen in your home - but never cooking It's nice to look at But what's it for? Remember, someone will spend your money you your heirs, or the government You might as well use that kitchen you paid for

My 9 year-old daughter and I have an ongoing debate: How do they make duck sauce?🦆 My theory is that they take a duck, toss it in a blender, and... you know. She believes they squeeze the duck really, really hard like a lemon until duck sauce comes out. 👉 What's your take?

A great way to test the self-awareness of a finance person: "Will there be a recession in 2026?" Any answer that isn't a version of "I don't know" is incorrect.

One of the best things I ever did for mental health: 👉 Getting out of the cubicle jobs and going all in on entrepreneurship.

Return to office mandates make no sense. If you trust your employees, why does it matter where they work? If you don't trust your employees, why are they working for you?

Plan on leaving a big inheritance? Your kids will probably receive it in their 60's. - shouldn't their retirement be all set by then? - what will they do with the money? - can they benefit from it earlier in life? Someone will fly first class... might as well be you.

As you transition to retirement, remember: Maximizing lifetime fulfillment > maximizing net worth

A few common but unacceptable answers to the question, "why not?" - I don't know how taxes work - my compliance department won't let me - I don't have time because I'm juggling hundreds of clients

If your financial advisor doesn't review tax returns, Ask them, "Why not?" Taxes are likely to be one of your top 3 lifetime expenses. And, while you certainly have to pay what you owe... You don't need to leave the IRS a tip!

It's been a fantastic growth year for 7 Saturdays Financial. We've got 2 spots left for onboarding in Q4. Once those are full, we'll start building a waitlist for 2026. If you're getting ready to "land the plane" on retirement, check out your retirement roadmap dot com.

You ever read a job description and think.. "That was exhausting. I wonder how awful it is doing the actual job?"

My favorite part about entrepreneurship is the network of peers I've met along the way. Such a generous, smart, and driven group that I'm proud to call my friends.

Finish this sentence: "If money were not a limiting factor, I would _________."

Underspending in retirement... This is rarely talked about. Why?

Calling it "debt forgiveness" sounds so nice. Better than "transferring the cost onto all taxpayers" anyway...

Who the hell has time to go sit in the school pick up line an hour early? And why? 😳

If you wouldn't be excited to sell shares of stock in a downturn, you shouldn't be excited about receiving a dividend. The net effect on your ownership in the company is the same.

"Someday, I'll chase my dream..." That's great, but someday you're going to run out of somedays.

If you're interviewing financial advisors, here's a great "test" question: - what do you think about annuities? 🚩 if the response is not nuanced and includes "always" or "never".