Spreading knowledge in the lab today 🤙🏼 No gatekeeping.

There hasn’t been a single month in 12 years where I haven’t found something in financial planning that made me say “wow, I didn’t know that.” Like how Pennsylvania doesn’t recognize ISOs as ISOs. Really? Yea, really. Endless nuance and one-offs. Then these things open up a

My core work day is 9 (sometimes 10) to 5/5:30. Being an active and involved new Dad is a top priority. When I’m at the office, I don’t take lunch. I don’t bullshit with colleagues. I don’t scroll ESPN. I grind from the moment I sit down until the moment I pack up. Then I

Couple of guaranteed ways to piss off high performers from working with my client segment: 1. Mess with their compensation or equity 2. Surround them with C and D players 3. Create a leadership vacuum

I was enlightened by @markcecchini As most of you know, he's crushing it. Worth a follow.

Nearly every single successful financial plan I’ve seen has had one theme in common: >> Consistent, regular contributions to after-tax brokerage, Roth, and Qualified retirement accounts based on surplus cash flow every year or month << Don't let cash from wages or business

If you have a baby, or know someone having one soon… …this singing bunny from Nordstrom is one of our daughter’s favorite things in the entire house (of all the toys and animals) We got ours from @padigoodspeed and I’ve now sent them to several clients with little ones:

Every single client meeting: 1. I'm screen sharing something 2. The client is screen sharing something 3. We're both screen sharing Basically, this isn't your grandfather's financial planning binder. This is real time, interactive, actionable advice that moves the needle.

Updated list of liquidity events I've helped consult through in the last 2.5 years: @cardinalhealth acquisition @Whatnot tender offer @amazon 10b5-1 sale plan @google employee trading plan @stout M&A @replit secondary market sale @spaceX tender offer (multiple clients)

Advisors are always asking me for more content toward advisors on growth, marketing, running my business, process, etc. So @markcecchini and I are recording a podcast on just that today that will come out in December Subscribe to the Long Game Podcast to listen when it drops!

I wish I just managed money. It would make my day-to-day a hell of a lot easier. If I just managed money, I wouldn't need to: • Vet P&C insurance agents because a client's closing is in 48 hours and their current coverage is inadequate • Jump on urgent calls during tender

Live in the city. or Live in the country. Optimize for proximity to work. or Optimize for proximity to family. ^^Whatever you do, just do it intentionally and move when things change. Also…stop caring about what other people think about your life.

imagine prioritizing work over this

About to take our 15 m/o to her cousins’ shared birthday party (2 and 5) at the local gymnastics place Thoughts and prayers appreciated thank you 🙏🏼

https://t.co/G5yBIU9roa

I’ve been to Yellowstone 17 times (lived 90 minutes from the park for 2 years) It’s an unreal place, only to be rivaled by Glacier

Wegmans remains the goated grocery store sorry not sorry 🚂

Charitable Remainder Trust Powerful for large cases with charitable intent and the right setup...

Fact: There is an entire subset of the “new money class” that continues to operate under the presumption that the cheapest options for tax, legal, and investing are the best ones. Prediction: This will not end well.

Does anyone else feel like technology is...way too slow? The cognitive tempo is higher than ever. It just feels like I'm constantly waiting for whatever systems/apps I'm using to catch up... Strange feeling.