3 things I’ll never do to build my financial planning business: - Cold calling friends and family - Working with people who aren’t a good fit to grow faster - Trashing the way other advisors serve their clients To each their own but cornering family and friends is the worst imo

Frank Rundatz Barbell Financial 💪🏻💰 Idk, in 2020 when the Fed cut rates from 2.5% to 0% there was a giant rally in core bonds so the correlation held up well then. Additionally, as the chart shows below, the 12mo following the last Fed hike have historically been a great time to have core bond exposure.

Ummmm I would not at all love how I would look/feel at 170lbs

Talked with the 19-year old son of one of my favorite clients yesterday. He was smart, engaged, asked great questions, and seems excited to get investing. For all the negative talk about the young generation, I’m just not seeing it

A nice quick case for core bond exposure… everyone LOVES talking $NVDA but it’s the base stuff like this that is important for balancing your investments

This is so true. We often think the worst of people when we should just understand that each of us are busy in our own little worlds So follow back up, reach back out, and always understand that most people are good and kind

No chance this ends badly, right? GREEN ZONE EVERY DAY

Is there any better way to get work done in the evenings than with a margarita?

Live tweeting A Quiet Place Day One: “Stupid ass cat.”

If y’all want a deal on a GREAT experience, take Tyler up on this offer. If you have considered Altruist for even a second, you owe it to yourself to check this out

Let me tell you why the Midwest is the absolute hottest trend right now. You heard me right…the Midwest Join me for a thread 🧵

My college wrestling buddies and I all go to the NCAA Wrestling Championships. Priceless stuff

Not a huge fan of, “if you have haters, you must be doing something right”. If you’re a good person and doing good work, you will attract a lot of the same. If you’re an a**hole, well 🤷🏼‍♂️

One of the best weekends of the year, shared with my dad and son. Nothing beats this. #NCAAWrestling

Welp, guess we should sell everything

I hope nobody ever views me as a “tough negotiator” To think that we need to feel as though we “hang our opponent off the edge of a cliff” to get what we want or get a better deal is sad I want good deals for myself, my team, and others - but not at the expense of being a

Sending out some client gifts today… this is such a good book for everyone to read, so we’re spreading the love!

I swear, someone hit the pause button on time It’s been mid January for 4 weeks now

A far more realistic view being shared right here than the fear mongering from other AI articles. I think it boils down to one simple truth: “Don’t be a sissy.”

Well it’s true. You do need to say truly dumb shit to get engagement on social media