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I sincerely feel like I'm in a wave of current prospects - and I really can't explain it. I know it's not just me. Current theories: - - summertime - more time to handle biz? - - Q1 was rough for markets. but now markets are roaring, people are super confident enough to

I can’t explain it. But there’s a cosmic law of the universe - When you become a parent, money somehow finds its way to you. And you feel richer than ever

BTC purist makes a fortune. Cashes out to Fiat. 👍

We love Donor-advised funds at MFP. Clients get to turbocharge their Gifting goals by using their very low-basis stock and gifting it to their own DAF. A tax deduction in the current year (Schedule A). Daffy is a great, user-friendly, low-cost option that clients love. We

I rarely promote this part of our business, but when we have capacity, we build one-time (very dense) financial plans. A common, full engagement covers the following: 1. Work Optionality Plan & Scenarios 2. Portfolio Overview 3. Action Plan & Summary

Another DIY client who has prioritized backdoor Roths for both spouses - at the advice of co-workers & reddit for years - and form 8606 is no where to be found. No brokerage account. Lack of liquidity. But has a real tax preparer? What are we doing here people?

I’m somehow at the point in life where I’m interested in Country Clubs. Who am I?? But pricing is a completely mystery and black box. Pricing is hidden and access is limited / strict, clubs around me need a referral and then a waitlist. Matt pulled back the curtain and

First haircut in the books. Yes his mama saved a strand of his hair in a jar.

Propaganda I won’t fall for: A CPA and CFP can’t be dad-buds and collab on startup clients with RSUs and stock options. Appreciate the gifts for my little guy Karl Strube, CPA 🤜🤛

Out of office auto-respond 🦒🦒

When actual wealthy people “Bank on themselves” - they don’t use overly-funded Life Insurance. They use hard assets, equities, or anything a bank can lend at preferred rates. And it happens every day.

Maybe suggesting a Roth Conversion to a client in the absolute highest tax bracket wasn’t such a good idea. And now they know. And are shopping for a new Advisor.

Would love to stay and chat a while, but I’ve got a 1st birthday party tomorrow to prep for 🥹

This is everything. Nothing else.

You can have anything you want in life. But you can’t have everything.

I can’t stop thinking about this question. Nothing against BTC. It’s fine. But the peer pressure, which shows itself every couple yrs, makes others feel uncomfortable. And it’s not helpful.