I've waited for a market upswing to post this to avoid seeming reactive. A lot of you follow this account because I once performed arithmetic for an insurance salesman. As valuable as many of you found that to be, I think content like this is significantly more meaningful.

I’m in a fortunate position- I get to meet hundreds of people, have conversations about their lives, audit their finances, and observe the harmony in their lives. And after all those conversations, this stands out. You can arrive at retirement with everything you need— but if

If you're a buy and hold investor and feeling FOMO from todays market rally-- I get it, but ask yourself how did you feel 10 days ago?

Buying low and selling high with 5% of your portfolio— while the other 95% sits in a money market fund waiting for the next “homerun” is costing you an enormous amount of money.

If you are: -a single mother -a parent with a struggling child -a father trying to do right by his family And need free financial advice. HMU. I've got time for you.

I just bought a pickle from a kid going door to door. Excellent hustle. $5 a pickle. I said, “that’s an expensive pickle.” He said, “No, it’s an excellent pickle.” I tried to hire him. He said no. He’s making too much money slanging pickles.

Had the little Monster at work with me this morning. Photo Booth still hits. We laughed for 30 minutes

Read this.

"There's no tax on social security any more." You might have heard this thrown around. But is it true? Give me one minute and I'll explain it. The recent tax bill "OBBB" passed in 2025, added a new temporary deduction for seniors. Here’s what you need to know. -You must be

Good Update: we have ~20% more money for college since this tweet. Bad Update: Chipotle burritos cost 20% more since this tweet.

1 sleep.

4 of the Mag 7 are now up less than 10% on the year: META +3.3% AMZN +9.8% AAPL +8.4% TSLA +6.3% What is this...a bubble for ANTS!?

If I asked you, "Are you afraid of snakes?" Your response will probably sound something like this. “I don’t like snakes, but I’m not afraid of them.” Contrast that with this. I walk into the room, take off my backpack, pull out a big snake, and put it on the table. What would

If anyone needs me today, I am very busy.

If you have a place to be with people you love, you have wealth. If you can get outside and spin the football with your kids, you have wealth. If you got a grandma who is baking food right now, you have generational wealth.

Life is hard. It's hard below, around, or over $140k of income. If you're exhausted with that discourse, I offer you this, the best thing I've read all month. Honesty, humility, and humanity, transcribed into words. wsj.com/lifestyle/rela… via The Wall Street Journal

Typing things in capital letters does not make said things true. There's a different path we could take politically (both parties are guilty), and that is to stop gaslighting, and speak the truth.

Let me give you some free game. If you are over the age of 60+, and own stock registered via ComputerShare, for the love of your beneficiaries, please do not die. The run around ComputerShare will put your loved ones through to gain access to the $6,000 of stock you bought in